THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN

Plan Contact

  • Address: 260 HUNGRY HOLLOW ROAD,CHESTNUT RIDGE,NY
  • Phone: (845) 352-5020

Plan General Information

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is $11,465,117.00.This plan was established in 1985.

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is 165

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is $69,485.00

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is $2,762.00.

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is approximately $931.00
Investing in this additonal $931.00 for 20 years would give you extra $59,634.00, assuming a 10% annual return.

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Total Employer Contribution and Match Rate

In 2019, THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN allocates $153,744.00 to match its employees' contributions, providing an employer match rate of 67.47% of their contributions

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is 4.03%.

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is 5.02%. This measures the effectiveness of the plan participants' investments in the year.

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL 403(B) DC RET PLAN is 0.00%.

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