OAKS INTEGRATED CARE, INC. 403(B) PLAN

Plan Contact

  • Address: 770 WOODLANE RD, SUITE 63,MOUNT HOLLY,NJ
  • Contact person: QINDI SHI
  • Phone: (609) 267-5928

Plan General Information

OAKS INTEGRATED CARE, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OAKS INTEGRATED CARE, INC. 403(B) PLAN is $37,330,679.00.This plan was established in 1979.

OAKS INTEGRATED CARE, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OAKS INTEGRATED CARE, INC. 403(B) PLAN is 368

OAKS INTEGRATED CARE, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OAKS INTEGRATED CARE, INC. 403(B) PLAN is $101,442.00

OAKS INTEGRATED CARE, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OAKS INTEGRATED CARE, INC. 403(B) PLAN is $1,185.00.

OAKS INTEGRATED CARE, INC. 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OAKS INTEGRATED CARE, INC. 403(B) PLAN is approximately $3,816.00
Investing in this additonal $3,816.00 for 20 years would give you extra $244,236.00, assuming a 10% annual return.

OAKS INTEGRATED CARE, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, OAKS INTEGRATED CARE, INC. 403(B) PLAN allocates $1,404,358.00 to match its employees' contributions, providing an employer match rate of 296.13% of their contributions

OAKS INTEGRATED CARE, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OAKS INTEGRATED CARE, INC. 403(B) PLAN is 4.53%.

OAKS INTEGRATED CARE, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OAKS INTEGRATED CARE, INC. 403(B) PLAN is 11.15%. This measures the effectiveness of the plan participants' investments in the year.

OAKS INTEGRATED CARE, INC. 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OAKS INTEGRATED CARE, INC. 403(B) PLAN is 0.11%.

Enrollment Features

OAKS INTEGRATED CARE, 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.


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