LIFT 403B PLAN
Plan Contact
- Address: 209 NORTH 4TH,HUGO,OK
- Contact person: REBECCA REYNOLDS
- Phone: (580) 326-3351
Plan General Information
LIFT 403B PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of LIFT 403B PLAN is $11,795,535.00.This plan was established in 1995.
LIFT 403B PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in LIFT 403B PLAN is 329
LIFT 403B PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for LIFT 403B PLAN is $35,852.00
LIFT 403B PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for LIFT 403B PLAN is $2,213.00.
LIFT 403B PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in LIFT 403B PLAN is approximately $1,800.00
Investing in this additonal $1,800.00 for 20 years would give you extra $115,263.00, assuming a 10% annual return.
Investing in this additonal $1,800.00 for 20 years would give you extra $115,263.00, assuming a 10% annual return.
LIFT 403B PLAN Total Employer Contribution and Match Rate
In 2023, LIFT 403B PLAN allocates $592,527.00 to match its employees' contributions, providing an employer match rate of 162.73% of their contributions
LIFT 403B PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of LIFT 403B PLAN is -2.09%.
LIFT 403B PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for LIFT 403B PLAN is 5.02%. This measures the effectiveness of the plan participants' investments in the year.
LIFT 403B PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of LIFT 403B PLAN is 0.45%.
Enrollment Features
LIFT 403B 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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