UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN

Plan Contact

  • Address: 3300 METZEROTT RD,ADELPHI,MD
  • Contact person: JAY WANG
  • Phone: (301) 445-2712

Plan General Information

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is $1,953,767.00.This plan was established in 1987.

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is 127

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Average Participant Retirement Account Value

In 2009, the average participant retirement account value for UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is $15,383.00

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is $2,655.00.

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is approximately $65.00
Investing in this additonal $65.00 for 20 years would give you extra $4,190.00, assuming a 10% annual return.

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2009, UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN allocates $8,315.00 to match its employees' contributions, providing an employer match rate of 4.93% of their contributions

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is 18.53%.

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is 14.25%. This measures the effectiveness of the plan participants' investments in the year.

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN Expense Ratio

In 2009, the investment and administrative expense ratio of UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN is 0.00%.

Enrollment Features

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …