UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE

Plan Contact

  • Address: 110 NE 4TH STREET,HERMISTON,OR
  • Contact person: AARON TREADWELL
  • Phone: (541) 564-6878

Plan General Information

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is $4,219,292.00.This plan was established in 2022.

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is 159

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Average Participant Retirement Account Value

In 2021, the average participant retirement account value for UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is $26,536.00

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is $789.00.

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is approximately $1,701.00
Investing in this additonal $1,701.00 for 20 years would give you extra $108,918.00, assuming a 10% annual return.

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Total Employer Contribution and Match Rate

In 2021, UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE allocates $270,595.00 to match its employees' contributions, providing an employer match rate of 215.66% of their contributions

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is -1.32%.

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is 11.75%. This measures the effectiveness of the plan participants' investments in the year.

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE Expense Ratio

In 2021, the investment and administrative expense ratio of UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE is 0.24%.

Enrollment Features

UMATILLA-MORROW HEAD START, INC. 403(B) PLAN ONE has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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