THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R
Plan Contact
- Address: 1201 E. THOMAS ROAD,PHOENIX,AZ
- Contact person: MITCHELL MOORE
- Phone: (602) 285-1800
Plan General Information
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is $7,594,657.00.This plan was established in 1991.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is 473
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Average Participant Retirement Account Value
In 2018, the average participant retirement account value for THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is $16,056.00
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is $2,321.00.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is approximately $403.00
Investing in this additonal $403.00 for 20 years would give you extra $25,853.00, assuming a 10% annual return.
Investing in this additonal $403.00 for 20 years would give you extra $25,853.00, assuming a 10% annual return.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Total Employer Contribution and Match Rate
In 2018, THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R allocates $191,076.00 to match its employees' contributions, providing an employer match rate of 34.80% of their contributions
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is -2.90%.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is -4.63%. This measures the effectiveness of the plan participants' investments in the year.
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R Expense Ratio
In 2018, the investment and administrative expense ratio of THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R is 0.18%.
Enrollment Features
THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING R 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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