FREDERICK HEALTH 403(B) PLAN

Plan Contact

  • Address: 400 WEST SEVENTH STREET,FREDERICK,MD
  • Contact person: HANNAH JACOBS
  • Phone: (240) 566-3251

Plan General Information

FREDERICK HEALTH 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FREDERICK HEALTH 403(B) PLAN is $282,947,880.00.This plan was established in 1998.

FREDERICK HEALTH 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FREDERICK HEALTH 403(B) PLAN is 4278

FREDERICK HEALTH 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FREDERICK HEALTH 403(B) PLAN is $66,140.00

FREDERICK HEALTH 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FREDERICK HEALTH 403(B) PLAN is $4,655.00.

FREDERICK HEALTH 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FREDERICK HEALTH 403(B) PLAN is approximately $2,209.00
Investing in this additonal $2,209.00 for 20 years would give you extra $141,403.00, assuming a 10% annual return.

FREDERICK HEALTH 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, FREDERICK HEALTH 403(B) PLAN allocates $9,451,968.00 to match its employees' contributions, providing an employer match rate of 49.36% of their contributions

FREDERICK HEALTH 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FREDERICK HEALTH 403(B) PLAN is 17.97%.

FREDERICK HEALTH 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FREDERICK HEALTH 403(B) PLAN is 15.70%. This measures the effectiveness of the plan participants' investments in the year.

FREDERICK HEALTH 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of FREDERICK HEALTH 403(B) PLAN is 0.19%.

Enrollment Features

FREDERICK HEALTH 403(B) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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