BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN
Plan Contact
- Address: 104 WEST 29TH STREET, 3RD FLOOR,NEW YORK,NY
- Contact person: MATTHEW STURIALE
- Phone: (212) 616-1800
Plan General Information
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is $11,699,168.00.This plan was established in 2010.
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is 869
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is $13,462.00
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is $4,063.00.
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is 18.53%.
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is 12.84%. This measures the effectiveness of the plan participants' investments in the year.
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN is 0.97%.
Enrollment Features
BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS 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.
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