HERITAGE HALL 403(B) DC AND TDA PLAN
Plan Contact
- Address: 1800 NW 122ND STREET,OKLAHOMA CITY,OK
- Contact person: DAVID MAUGER
- Phone: (405) 749-3001
Plan General Information
HERITAGE HALL 403(B) DC AND TDA PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HERITAGE HALL 403(B) DC AND TDA PLAN is $26,999,609.00.This plan was established in 1981.
HERITAGE HALL 403(B) DC AND TDA PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HERITAGE HALL 403(B) DC AND TDA PLAN is 429
HERITAGE HALL 403(B) DC AND TDA PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HERITAGE HALL 403(B) DC AND TDA PLAN is $62,936.00
HERITAGE HALL 403(B) DC AND TDA PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HERITAGE HALL 403(B) DC AND TDA PLAN is $1,590.00.
HERITAGE HALL 403(B) DC AND TDA PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HERITAGE HALL 403(B) DC AND TDA PLAN is approximately $1,796.00
Investing in this additonal $1,796.00 for 20 years would give you extra $114,962.00, assuming a 10% annual return.
Investing in this additonal $1,796.00 for 20 years would give you extra $114,962.00, assuming a 10% annual return.
HERITAGE HALL 403(B) DC AND TDA PLAN Total Employer Contribution and Match Rate
In 2023, HERITAGE HALL 403(B) DC AND TDA PLAN allocates $770,611.00 to match its employees' contributions, providing an employer match rate of 113.04% of their contributions
HERITAGE HALL 403(B) DC AND TDA PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HERITAGE HALL 403(B) DC AND TDA PLAN is 9.57%.
HERITAGE HALL 403(B) DC AND TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HERITAGE HALL 403(B) DC AND TDA PLAN is 12.75%. This measures the effectiveness of the plan participants' investments in the year.
HERITAGE HALL 403(B) DC AND TDA PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HERITAGE HALL 403(B) DC AND TDA PLAN is 0.30%.
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