CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN

Plan Contact

  • Address: 1414 MEETINGHOUSE ROAD,BOOTHWYN,PA
  • Contact person: JOEL THOMPSON
  • Phone: (610) 891-3996

Plan General Information

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is $4,776,773.00.This plan was established in 1992.

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is 137

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is $34,866.00

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is $1,298.00.

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is approximately $573.00
Investing in this additonal $573.00 for 20 years would give you extra $36,713.00, assuming a 10% annual return.

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2022, CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN allocates $78,589.00 to match its employees' contributions, providing an employer match rate of 44.16% of their contributions

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is -13.44%.

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is -13.91%. This measures the effectiveness of the plan participants' investments in the year.

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN is 0.46%.

Enrollment Features

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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