MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES

Plan Contact

  • Address: MEDICAL CENTER BOULEVARD,WINSTON-SALEM,NC
  • Contact person: SHERISE PORTER-LINDSAY
  • Phone: (336) 716-2387

Plan General Information

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES is $478,658,982.00.This plan was established in 1989.

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES is 5256

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES is $91,069.00

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES is 4.47%.

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES is 10.36%. This measures the effectiveness of the plan participants' investments in the year.

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES Expense Ratio

In 2023, the investment and administrative expense ratio of MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES is 0.04%.

Enrollment Features

MONEY PURCHASE PENSION PLAN OF WAKE FOREST UNIVERSITY HEALTH SCIENCES 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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