MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN)
Plan Contact
- Address: 5701 DELHI ROAD,CINCINNATI,OH
- Contact person: ASHLEY TERRELL
- Phone: (513) 244-4200
Plan General Information
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is $32,396,842.00.This plan was established in 1959.
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is 729
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Average Participant Retirement Account Value
In 2014, the average participant retirement account value for MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is $44,440.00
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is $882.00.
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is approximately $1,397.00
Investing in this additonal $1,397.00 for 20 years would give you extra $89,420.00, assuming a 10% annual return.
Investing in this additonal $1,397.00 for 20 years would give you extra $89,420.00, assuming a 10% annual return.
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Total Employer Contribution and Match Rate
In 2014, MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) allocates $1,018,559.00 to match its employees' contributions, providing an employer match rate of 316.53% of their contributions
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is 4.55%.
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is 6.28%. This measures the effectiveness of the plan participants' investments in the year.
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) Expense Ratio
In 2014, the investment and administrative expense ratio of MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION PLAN) is 0.08%.
Enrollment Features
MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH DEFINED CONTRIBUTION 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.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
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 ...