HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN

Plan Contact

  • Address: 3702 PENDER DR.,,FAIRFAX,VA
  • Contact person: SEAN MCGINNIS
  • Phone: (703) 273-0939

Plan General Information

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is $2,094,992.00.This plan was established in 1988.

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is 192

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is $10,911.00

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is $1,945.00.

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is 9.35%.

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is 11.63%. This measures the effectiveness of the plan participants' investments in the year.

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS PLAN is 0.95%.

Enrollment Features

HARTWOOD FOUNDATION RETIREMENT AND EMPLOYEE SAVINGS 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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