LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN

Plan Contact

  • Address: 520 SW 6TH AVENUE,,PORTLAND,OR
  • Contact person: MICHAEL MALUSEVIC
  • Phone: (503) 471-1179

Plan General Information

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is $13,087,063.00.This plan was established in 1990.

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is 163

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is $80,288.00

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is $7,014.00.

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is approximately $2,608.00
Investing in this additonal $2,608.00 for 20 years would give you extra $166,934.00, assuming a 10% annual return.

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Total Employer Contribution and Match Rate

In 2023, LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN allocates $425,162.00 to match its employees' contributions, providing an employer match rate of 74.37% of their contributions

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is 7.49%.

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is 16.98%. This measures the effectiveness of the plan participants' investments in the year.

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN Expense Ratio

In 2023, the investment and administrative expense ratio of LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN is 0.18%.

Enrollment Features

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAAN 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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