MENLO COLLEGE 403(B) RETIREMENT PLAN

Plan Contact

  • Address: 1000 EL CAMINO REAL,ATHERTON,CA
  • Contact person: KRISTINA POWERS
  • Phone: (650) 543-3717

Plan General Information

MENLO COLLEGE 403(B) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MENLO COLLEGE 403(B) RETIREMENT PLAN is $31,034,841.00.This plan was established in 1973.

MENLO COLLEGE 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MENLO COLLEGE 403(B) RETIREMENT PLAN is 368

MENLO COLLEGE 403(B) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MENLO COLLEGE 403(B) RETIREMENT PLAN is $84,333.00

MENLO COLLEGE 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MENLO COLLEGE 403(B) RETIREMENT PLAN is $2,447.00.

MENLO COLLEGE 403(B) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MENLO COLLEGE 403(B) RETIREMENT PLAN is approximately $2,158.00
Investing in this additonal $2,158.00 for 20 years would give you extra $138,116.00, assuming a 10% annual return.

MENLO COLLEGE 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, MENLO COLLEGE 403(B) RETIREMENT PLAN allocates $794,172.00 to match its employees' contributions, providing an employer match rate of 91.78% of their contributions

MENLO COLLEGE 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MENLO COLLEGE 403(B) RETIREMENT PLAN is 19.06%.

MENLO COLLEGE 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MENLO COLLEGE 403(B) RETIREMENT PLAN is 15.64%. This measures the effectiveness of the plan participants' investments in the year.

MENLO COLLEGE 403(B) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MENLO COLLEGE 403(B) RETIREMENT PLAN is 0.13%.

Enrollment Features

MENLO COLLEGE 403(B) RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.


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