PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN
Plan Contact
- Address: 13300 CROSSROADS PKWY N STE 450,CITY OF INDUSTRY,CA
- Contact person: TIM SEIFERT
- Phone: (562) 222-7895
Plan General Information
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is $151,998,124.00.This plan was established in 1972.
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is 3482
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is $43,652.00
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is $5,397.00.
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is approximately $3,523.00
Investing in this additonal $3,523.00 for 20 years would give you extra $225,529.00, assuming a 10% annual return.
Investing in this additonal $3,523.00 for 20 years would give you extra $225,529.00, assuming a 10% annual return.
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN allocates $12,270,241.00 to match its employees' contributions, providing an employer match rate of 130.58% of their contributions
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is 21.55%.
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is 12.38%. This measures the effectiveness of the plan participants' investments in the year.
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN is 0.36%.
Enrollment Features
PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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