THE LEARNING TREE, INC. 403(B) PLAN
Plan Contact
- Address: 5451 ABLE COURT,MOBILE,AL
- Contact person: BENJAMIN ROGERS
- Phone: (251) 649-4420
Plan General Information
THE LEARNING TREE, INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE LEARNING TREE, INC. 403(B) PLAN is $2,545,218.00.This plan was established in 2014.
THE LEARNING TREE, INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE LEARNING TREE, INC. 403(B) PLAN is 484
THE LEARNING TREE, INC. 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE LEARNING TREE, INC. 403(B) PLAN is $5,258.00
THE LEARNING TREE, INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE LEARNING TREE, INC. 403(B) PLAN is $1,317.00.
THE LEARNING TREE, INC. 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE LEARNING TREE, INC. 403(B) PLAN is approximately $489.00
Investing in this additonal $489.00 for 20 years would give you extra $31,313.00, assuming a 10% annual return.
Investing in this additonal $489.00 for 20 years would give you extra $31,313.00, assuming a 10% annual return.
THE LEARNING TREE, INC. 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, THE LEARNING TREE, INC. 403(B) PLAN allocates $236,806.00 to match its employees' contributions, providing an employer match rate of 74.25% of their contributions
THE LEARNING TREE, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE LEARNING TREE, INC. 403(B) PLAN is 35.00%.
THE LEARNING TREE, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE LEARNING TREE, INC. 403(B) PLAN is 16.71%. This measures the effectiveness of the plan participants' investments in the year.
THE LEARNING TREE, INC. 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE LEARNING TREE, INC. 403(B) PLAN is 1.10%.
Enrollment Features
THE LEARNING TREE, INC. 403(B) 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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