BARD COLLEGE/SIMONS ROCK 403(B) PLAN

  • Address: P.O. BOX 5000,ANNANDALE,NY
  • Contact person: LAURA RAMSEY
  • Phone: (845) 758-7516

BARD COLLEGE/SIMONS ROCK 403(B) 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.

At the end of 2022, the total retirement plan assets of BARD COLLEGE/SIMONS ROCK 403(B) PLAN is $301,646,595.00.This plan was established in 1941.

At the end of 2022, the total number of retirement plan participants in BARD COLLEGE/SIMONS ROCK 403(B) PLAN is 2238

In 2022, the average participant retirement account value for BARD COLLEGE/SIMONS ROCK 403(B) PLAN is $134,784.00

In 2022, the estimated average employee contribution amount per participant for BARD COLLEGE/SIMONS ROCK 403(B) PLAN is $2,503.00

In 2022, the estimated average employer match for an employee in BARD COLLEGE/SIMONS ROCK 403(B) PLAN is approximately $3,510.00

In 2022, BARD COLLEGE/SIMONS ROCK 403(B) PLAN allocates $7,856,029.00 to match its employees' contributions, providing an employer match rate of 140.10% of their contributions

In 2022, the total retirement plan asset growth rate of BARD COLLEGE/SIMONS ROCK 403(B) PLAN is -12.47%

In 2022, the estimated aggregate retirement account investment gain/loss for BARD COLLEGE/SIMONS ROCK 403(B) PLAN is -12.31%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of BARD COLLEGE/SIMONS ROCK 403(B) PLAN is 0.16%.

Articles on Retirement Plans

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 ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

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.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...