WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN

Plan Contact

  • Address: 74 S SAN GABRIEL BLVD,PASADENA,CA
  • Contact person: KEVIN SULLIVAN
  • Phone: (626) 792-6166

Plan General Information

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is $3,517,246.00.This plan was established in 1997.

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is 123

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is $28,595.00

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is $688.00.

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is approximately $1,014.00
Investing in this additonal $1,014.00 for 20 years would give you extra $64,917.00, assuming a 10% annual return.

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Total Employer Contribution and Match Rate

In 2023, WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN allocates $124,763.00 to match its employees' contributions, providing an employer match rate of 294.47% of their contributions

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is 14.13%.

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is 14.10%. This measures the effectiveness of the plan participants' investments in the year.

WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN is 0.00%.

Enrollment Features

WALDEN SCHOOL OF CALIFORNIA 403(B) DC 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.

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