THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN

Plan Contact

  • Address: 833 CHESTNUT STREET SUITE 900,PHILADELPHIA,PA
  • Contact person: JOANN PIECHOWSKI
  • Phone: (215) 503-1866

Plan General Information

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is $213,532,058.00.This plan was established in 2009.

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is 2466

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Average Participant Retirement Account Value

In 2015, the average participant retirement account value for THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is $86,590.00

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is $9,386.00.

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is 5.32%.

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is 1.17%. This measures the effectiveness of the plan participants' investments in the year.

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Expense Ratio

In 2015, the investment and administrative expense ratio of THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN is 0.00%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …