THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST

Plan Contact

  • Address: 7665 ASSISI HEIGHTS,COLORADO SPRINGS,CO
  • Contact person: DEANN BARNETT
  • Phone: (719) 955-7011

Plan General Information

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is $5,420,125.00.This plan was established in 2004.

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is 178

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is $30,450.00

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is $3,479.00.

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is approximately $702.00
Investing in this additonal $702.00 for 20 years would give you extra $44,944.00, assuming a 10% annual return.

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Total Employer Contribution and Match Rate

In 2022, THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST allocates $125,001.00 to match its employees' contributions, providing an employer match rate of 40.36% of their contributions

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is -14.68%.

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is -14.83%. This measures the effectiveness of the plan participants' investments in the year.

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST is 0.29%.

Enrollment Features

THE SISTERS OF ST. FRANCIS 401(K) PSP AND TRUST 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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