ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN
Plan Contact
- Address: 151 S 84TH STREET,MILWAUKEE,WI
- Contact person: MICHAEL J UMHOEFER
- Phone: (414) 358-4153
Plan General Information
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is $7,162,071.00.This plan was established in 1983.
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is 237
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is $30,219.00
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is approximately $1,909.00
Investing in this additonal $1,909.00 for 20 years would give you extra $122,216.00, assuming a 10% annual return.
Investing in this additonal $1,909.00 for 20 years would give you extra $122,216.00, assuming a 10% annual return.
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is 18.96%.
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is 16.90%. This measures the effectiveness of the plan participants' investments in the year.
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN is 1.31%.
Enrollment Features
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION 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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