INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN

Plan Contact

  • Address: 1835 CHICAGO AVE, STE B,RIVERSIDE,CA
  • Contact person: KIMBERLY STARRS
  • Phone: (951) 697-4700

Plan General Information

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is $1,084,219.00.This plan was established in 2009.

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is 238

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is $4,555.00

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is $1,879.00.

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is approximately $534.00
Investing in this additonal $534.00 for 20 years would give you extra $34,185.00, assuming a 10% annual return.

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN allocates $127,126.00 to match its employees' contributions, providing an employer match rate of 56.83% of their contributions

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is 41.80%.

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is 13.02%. This measures the effectiveness of the plan participants' investments in the year.

INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN is 0.96%.

Enrollment Features

INLAND SOUTHERN CALIFORNIA UNITED WAY 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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