THE MARSHALL SCHOOL DC PLAN

Plan Contact

  • Address: 1215 RICE LAKE ROAD,DULUTH,MN
  • Contact person: MELISSA HEROLD
  • Phone: (218) 727-7266

Plan General Information

THE MARSHALL SCHOOL DC PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE MARSHALL SCHOOL DC PLAN is $10,696,465.00.This plan was established in 2013.

THE MARSHALL SCHOOL DC PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE MARSHALL SCHOOL DC PLAN is 146

THE MARSHALL SCHOOL DC PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE MARSHALL SCHOOL DC PLAN is $73,263.00

THE MARSHALL SCHOOL DC PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE MARSHALL SCHOOL DC PLAN is $1,953.00.

THE MARSHALL SCHOOL DC PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE MARSHALL SCHOOL DC PLAN is approximately $965.00
Investing in this additonal $965.00 for 20 years would give you extra $61,771.00, assuming a 10% annual return.

THE MARSHALL SCHOOL DC PLAN Total Employer Contribution and Match Rate

In 2023, THE MARSHALL SCHOOL DC PLAN allocates $140,916.00 to match its employees' contributions, providing an employer match rate of 47.61% of their contributions

THE MARSHALL SCHOOL DC PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE MARSHALL SCHOOL DC PLAN is 16.79%.

THE MARSHALL SCHOOL DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE MARSHALL SCHOOL DC PLAN is 16.65%. This measures the effectiveness of the plan participants' investments in the year.

THE MARSHALL SCHOOL DC PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE MARSHALL SCHOOL DC PLAN is 0.06%.

Enrollment Features

THE MARSHALL SCHOOL DC 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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