Select Page

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN

Plan Contact

  • Address: 356 WEST 18TH STREET,NEW YORK,NY
  • Contact person: ANTHONY FORTENBERRY
  • Phone: (212) 271-7272

Plan General Information

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is $12,892,918.00.This plan was established in 2009.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 502

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is $25,683.00

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is $3,638.00.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is approximately $519.00
Investing in this additonal $519.00 for 20 years would give you extra $33,231.00, assuming a 10% annual return.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN allocates $260,663.00 to match its employees' contributions, providing an employer match rate of 16.32% of their contributions

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 24.59%.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 18.64%. This measures the effectiveness of the plan participants' investments in the year.

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN is 0.31%.

Enrollment Features


Free newsletters

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

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 ...

Portfolio Calculator (Simulator)

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

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.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...