UMA RETIREMENT PLAN
Plan Contact
- Address: 1 SOUTH PARK CIRCLE,,CHARLESTON,SC
- Contact person: JONATHAN BOONE
- Phone: (843) 852-3100
Plan General Information
UMA RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UMA RETIREMENT PLAN is $646,014,747.00.This plan was established in 1992.
UMA RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UMA RETIREMENT PLAN is 3253
UMA RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UMA RETIREMENT PLAN is $198,590.00
UMA RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UMA RETIREMENT PLAN is approximately $12,591.00
Investing in this additonal $12,591.00 for 20 years would give you extra $805,881.00, assuming a 10% annual return.
Investing in this additonal $12,591.00 for 20 years would give you extra $805,881.00, assuming a 10% annual return.
UMA RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UMA RETIREMENT PLAN is 14.60%.
UMA RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UMA RETIREMENT PLAN is 12.15%. This measures the effectiveness of the plan participants' investments in the year.
UMA RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UMA RETIREMENT PLAN is 0.09%.
Enrollment Features
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