CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN

Plan Contact

  • Address: 1650 E. FT. LOWELL ROAD, STE. 202,TUCSON,AZ
  • Contact person: ERIC L. HUGHES
  • Phone: (520) 327-4505

Plan General Information

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is $9,795,034.00.This plan was established in 2004.

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is 521

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is $18,800.00

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is $2,360.00.

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is approximately $729.00
Investing in this additonal $729.00 for 20 years would give you extra $46,677.00, assuming a 10% annual return.

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN allocates $379,986.00 to match its employees' contributions, providing an employer match rate of 33.50% of their contributions

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is 14.66%.

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is 15.74%. This measures the effectiveness of the plan participants' investments in the year.

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN is 0.13%.

Enrollment Features

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) 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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