OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN

Plan Contact

  • Address: 24275 JEFFERSON AVENUE,MURRIETA,CA
  • Contact person: TAMARA WILSON
  • Phone: (951) 677-5599

Plan General Information

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is $4,249,498.00.This plan was established in 2005.

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is 360

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is $11,804.00

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is $1,037.00.

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is approximately $205.00
Investing in this additonal $205.00 for 20 years would give you extra $13,159.00, assuming a 10% annual return.

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN allocates $74,024.00 to match its employees' contributions, providing an employer match rate of 20.41% of their contributions

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is 25.95%.

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is 21.16%. This measures the effectiveness of the plan participants' investments in the year.

OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN is 0.05%.

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