OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN
Plan Contact
- Address: 6165 MINERAL POINT ROAD,MADISON,WI
- Contact person: STEVEN FUNK
- Phone: (608) 230-4530
Plan General Information
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is $19,018,673.00.This plan was established in 1991.
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is 832
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is $22,858.00
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is $1,442.00.
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is approximately $863.00
Investing in this additonal $863.00 for 20 years would give you extra $55,288.00, assuming a 10% annual return.
Investing in this additonal $863.00 for 20 years would give you extra $55,288.00, assuming a 10% annual return.
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN allocates $718,744.00 to match its employees' contributions, providing an employer match rate of 60.81% of their contributions
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is 18.72%.
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is 17.46%. This measures the effectiveness of the plan participants' investments in the year.
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN is 0.18%.
Enrollment Features
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, 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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