SUSQUE-VIEW HOME, INC. 403(B) PLAN

Plan Contact

  • Address: 22 CREE DRIVE,LOCK HAVEN,PA
  • Phone: (570) 748-1784

Plan General Information

SUSQUE-VIEW HOME, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SUSQUE-VIEW HOME, INC. 403(B) PLAN is $2,056,755.00.This plan was established in 1990.

SUSQUE-VIEW HOME, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SUSQUE-VIEW HOME, INC. 403(B) PLAN is 132

SUSQUE-VIEW HOME, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SUSQUE-VIEW HOME, INC. 403(B) PLAN is $15,581.00

SUSQUE-VIEW HOME, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SUSQUE-VIEW HOME, INC. 403(B) PLAN is $842.00.

SUSQUE-VIEW HOME, INC. 403(B) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SUSQUE-VIEW HOME, INC. 403(B) PLAN is approximately $607.00
Investing in this additonal $607.00 for 20 years would give you extra $38,866.00, assuming a 10% annual return.

SUSQUE-VIEW HOME, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2022, SUSQUE-VIEW HOME, INC. 403(B) PLAN allocates $80,163.00 to match its employees' contributions, providing an employer match rate of 68.93% of their contributions

SUSQUE-VIEW HOME, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SUSQUE-VIEW HOME, INC. 403(B) PLAN is -39.20%.

SUSQUE-VIEW HOME, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SUSQUE-VIEW HOME, INC. 403(B) PLAN is -18.50%. This measures the effectiveness of the plan participants' investments in the year.

SUSQUE-VIEW HOME, INC. 403(B) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of SUSQUE-VIEW HOME, INC. 403(B) PLAN is 0.23%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...