LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN

Plan Contact

  • Address: 3021 W. CARROLL AVENUE,CHICAGO,IL
  • Contact person: DONNA MOORE
  • Phone: (773) 826-0370

Plan General Information

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is $6,496,272.00.This plan was established in 2002.

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is 1044

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is $6,222.00

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is $597.00.

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is approximately $534.00
Investing in this additonal $534.00 for 20 years would give you extra $34,207.00, assuming a 10% annual return.

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Total Employer Contribution and Match Rate

In 2023, LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN allocates $558,016.00 to match its employees' contributions, providing an employer match rate of 178.95% of their contributions

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is 15.57%.

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is 8.58%. This measures the effectiveness of the plan participants' investments in the year.

LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LEARN CHARTER SCHOOL 403(B) DC PLAN AND LEARN CHARTER SCHOOL 403(B) TDA PLAN is 0.00%.

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