VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST

Plan Contact

  • Address: 7 ALBERT CREE,RUTLAND,VT
  • Contact person: JESSICA FREDETTE
  • Phone: (802) 770-1510

Plan General Information

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is $11,631,303.00.This plan was established in 1999.

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is 276

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is $42,142.00

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is $3,732.00.

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is approximately $1,102.00
Investing in this additonal $1,102.00 for 20 years would give you extra $70,553.00, assuming a 10% annual return.

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST allocates $304,263.00 to match its employees' contributions, providing an employer match rate of 59.07% of their contributions

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is 13.36%.

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is 17.45%. This measures the effectiveness of the plan participants' investments in the year.

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST is 0.26%.

Enrollment Features

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST 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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