BELLARMINE COLLEGE PREPARATORY 403B PLAN

Plan Contact

  • Address: 960 W. HEDDING STREET,SAN JOSE,CA
  • Contact person: RONALD MILLER
  • Phone: (408) 294-9224

Plan General Information

BELLARMINE COLLEGE PREPARATORY 403B PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of BELLARMINE COLLEGE PREPARATORY 403B PLAN is $45,113,811.00.This plan was established in 1980.

BELLARMINE COLLEGE PREPARATORY 403B PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in BELLARMINE COLLEGE PREPARATORY 403B PLAN is 296

BELLARMINE COLLEGE PREPARATORY 403B PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for BELLARMINE COLLEGE PREPARATORY 403B PLAN is $152,411.00

BELLARMINE COLLEGE PREPARATORY 403B PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for BELLARMINE COLLEGE PREPARATORY 403B PLAN is $5,600.00.

BELLARMINE COLLEGE PREPARATORY 403B PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in BELLARMINE COLLEGE PREPARATORY 403B PLAN is approximately $2,432.00
Investing in this additonal $2,432.00 for 20 years would give you extra $155,670.00, assuming a 10% annual return.

BELLARMINE COLLEGE PREPARATORY 403B PLAN Total Employer Contribution and Match Rate

In 2020, BELLARMINE COLLEGE PREPARATORY 403B PLAN allocates $719,976.00 to match its employees' contributions, providing an employer match rate of 86.86% of their contributions

BELLARMINE COLLEGE PREPARATORY 403B PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of BELLARMINE COLLEGE PREPARATORY 403B PLAN is 20.45%.

BELLARMINE COLLEGE PREPARATORY 403B PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for BELLARMINE COLLEGE PREPARATORY 403B PLAN is 17.91%. This measures the effectiveness of the plan participants' investments in the year.

BELLARMINE COLLEGE PREPARATORY 403B PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of BELLARMINE COLLEGE PREPARATORY 403B PLAN is -0.00%.

Enrollment Features

BELLARMINE COLLEGE PREPARATORY 403B 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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