PROGRESS FOUNDATION 403(B) RETIREMENT PLAN

Plan Contact

  • Address: 368 FELL STREET,SAN FRANCISCO,CA
  • Contact person: SWATI KAPADIA
  • Phone: (415) 861-0828

Plan General Information

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is $10,047,248.00.This plan was established in 1995.

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is 519

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is $19,358.00

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is $1,453.00.

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is approximately $470.00
Investing in this additonal $470.00 for 20 years would give you extra $30,129.00, assuming a 10% annual return.

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, PROGRESS FOUNDATION 403(B) RETIREMENT PLAN allocates $244,332.00 to match its employees' contributions, providing an employer match rate of 64.77% of their contributions

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is 14.47%.

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is 11.88%. This measures the effectiveness of the plan participants' investments in the year.

PROGRESS FOUNDATION 403(B) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PROGRESS FOUNDATION 403(B) RETIREMENT PLAN is 0.48%.

Enrollment Features

PROGRESS FOUNDATION 403(B) RETIREMENT 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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