THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan Contact
- Address: 950 ARTHUR AVENUE,MISSOULA,MT
- Contact person: JAMIE STANTON
- Phone: (406) 243-2119
Plan General Information
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is $6,820,196.00.This plan was established in 1988.
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is 121
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is $56,365.00
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $4,588.00
Investing in this additonal $4,588.00 for 20 years would give you extra $293,632.00, assuming a 10% annual return.
Investing in this additonal $4,588.00 for 20 years would give you extra $293,632.00, assuming a 10% annual return.
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is 24.72%.
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is 18.15%. This measures the effectiveness of the plan participants' investments in the year.
THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE UNIVERSITY OF MONTANA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is 0.00%.
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