MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN
Plan Contact
- Address: 625 W WASHINGTON AVE,MADISON,WI
- Contact person: GERRY BREW
- Phone: (608) 280-2430
Plan General Information
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2010, the total retirement plan assets of MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is $5,372,489.00.This plan was established in 2006.
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2010, the total number of retirement plan participants in MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is 346
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Average Participant Retirement Account Value
In 2010, the average participant retirement account value for MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is $15,527.00
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2010, the estimated average employee contribution amount per participant for MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is $3,066.00.
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2010, the total retirement plan asset growth rate of MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is 18.30%.
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2010, the estimated aggregate retirement account investment gain/loss for MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is 15.00%. This measures the effectiveness of the plan participants' investments in the year.
MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN Expense Ratio
In 2010, the investment and administrative expense ratio of MENTAL HEALTH CENTER OF DANE COUNTY INC. 403(B) PLAN is 0.48%.
Enrollment Features
MENTAL HEALTH CENTER OF DANE COUNTY INC. 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.
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.
Recent Articles
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …