UHEALTH RETIREMENT SAVINGS PLAN III
Plan Contact
- Address: 1320 SOUTH DIXIE HIGHWAY,,CORAL GABLES,FL
- Contact person: CRISTINA ELGARRESTA
- Phone: (305) 284-3004
Plan General Information
UHEALTH RETIREMENT SAVINGS PLAN III Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of UHEALTH RETIREMENT SAVINGS PLAN III is $29,483,969.00.This plan was established in 2020.
UHEALTH RETIREMENT SAVINGS PLAN III Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in UHEALTH RETIREMENT SAVINGS PLAN III is 3225
UHEALTH RETIREMENT SAVINGS PLAN III Average Participant Retirement Account Value
In 2022, the average participant retirement account value for UHEALTH RETIREMENT SAVINGS PLAN III is $9,142.00
UHEALTH RETIREMENT SAVINGS PLAN III Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for UHEALTH RETIREMENT SAVINGS PLAN III is $4,209.00.
UHEALTH RETIREMENT SAVINGS PLAN III Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in UHEALTH RETIREMENT SAVINGS PLAN III is approximately $1,728.00
Investing in this additonal $1,728.00 for 20 years would give you extra $110,614.00, assuming a 10% annual return.
Investing in this additonal $1,728.00 for 20 years would give you extra $110,614.00, assuming a 10% annual return.
UHEALTH RETIREMENT SAVINGS PLAN III Total Employer Contribution and Match Rate
In 2022, UHEALTH RETIREMENT SAVINGS PLAN III allocates $5,573,955.00 to match its employees' contributions, providing an employer match rate of 58.84% of their contributions
UHEALTH RETIREMENT SAVINGS PLAN III Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of UHEALTH RETIREMENT SAVINGS PLAN III is 124.31%.
UHEALTH RETIREMENT SAVINGS PLAN III Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for UHEALTH RETIREMENT SAVINGS PLAN III is -11.47%. This measures the effectiveness of the plan participants' investments in the year.
UHEALTH RETIREMENT SAVINGS PLAN III Expense Ratio
In 2022, the investment and administrative expense ratio of UHEALTH RETIREMENT SAVINGS PLAN III is 0.11%.
Enrollment Features
Recent Articles
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
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 …