OAKRIDGE SCHOOL 403(B) TDA PLAN

Plan Contact

  • Address: 5900 WEST PIONEER PARKWAY,ARLINGTON,TX
  • Contact person: KATHY GAMILL
  • Phone: (817) 451-4994

Plan General Information

OAKRIDGE SCHOOL 403(B) TDA PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OAKRIDGE SCHOOL 403(B) TDA PLAN is $20,617,226.00.This plan was established in 1999.

OAKRIDGE SCHOOL 403(B) TDA PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OAKRIDGE SCHOOL 403(B) TDA PLAN is 213

OAKRIDGE SCHOOL 403(B) TDA PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OAKRIDGE SCHOOL 403(B) TDA PLAN is $96,794.00

OAKRIDGE SCHOOL 403(B) TDA PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OAKRIDGE SCHOOL 403(B) TDA PLAN is $2,622.00.

OAKRIDGE SCHOOL 403(B) TDA PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OAKRIDGE SCHOOL 403(B) TDA PLAN is approximately $1,613.00
Investing in this additonal $1,613.00 for 20 years would give you extra $103,258.00, assuming a 10% annual return.

OAKRIDGE SCHOOL 403(B) TDA PLAN Total Employer Contribution and Match Rate

In 2023, OAKRIDGE SCHOOL 403(B) TDA PLAN allocates $343,658.00 to match its employees' contributions, providing an employer match rate of 62.71% of their contributions

OAKRIDGE SCHOOL 403(B) TDA PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OAKRIDGE SCHOOL 403(B) TDA PLAN is 12.10%.

OAKRIDGE SCHOOL 403(B) TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OAKRIDGE SCHOOL 403(B) TDA PLAN is 18.04%. This measures the effectiveness of the plan participants' investments in the year.

OAKRIDGE SCHOOL 403(B) TDA PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OAKRIDGE SCHOOL 403(B) TDA PLAN is 0.04%.

Enrollment Features


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 ...