PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN

Plan Contact

  • Address: 1791 ARASTRADERO ROAD,PALO ALTO,CA
  • Contact person: JEANINE HAWK
  • Phone: (650) 433-3849

Plan General Information

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is $27,505,513.00.This plan was established in 1990.

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is 296

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is $92,924.00

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is $7,960.00.

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is approximately $2,882.00
Investing in this additonal $2,882.00 for 20 years would give you extra $184,481.00, assuming a 10% annual return.

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN allocates $853,225.00 to match its employees' contributions, providing an employer match rate of 72.42% of their contributions

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is 11.63%.

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is 7.60%. This measures the effectiveness of the plan participants' investments in the year.

PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN is 0.32%.

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