THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN

Plan Contact

  • Address: 343 SECOND STREET,LOS ALTOS,CA
  • Contact person: CRAIG NEYMAN
  • Phone: (650) 948-7658

Plan General Information

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is $32,321,632.00.This plan was established in 1998.

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is 173

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is $186,830.00

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is $9,490.00.

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is 20.10%.

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is 21.90%. This measures the effectiveness of the plan participants' investments in the year.

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN is 0.00%.

Enrollment Features

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION 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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