UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN
Plan Contact
- Address: 55 2ND STREET, 24TH FLOOR,SAN FRANCISCO,CA
- Contact person: JONATHAN LONIAN
- Phone: (415) 561-6700
Plan General Information
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is $18,373,020.00.This plan was established in 1992.
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is 167
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is $110,018.00
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is $16,060.00.
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is approximately $9,630.00
Investing in this additonal $9,630.00 for 20 years would give you extra $616,380.00, assuming a 10% annual return.
Investing in this additonal $9,630.00 for 20 years would give you extra $616,380.00, assuming a 10% annual return.
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN allocates $1,608,369.00 to match its employees' contributions, providing an employer match rate of 119.93% of their contributions
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is 12.56%.
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is 17.30%. This measures the effectiveness of the plan participants' investments in the year.
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN is 0.02%.
Enrollment Features
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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