EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC.
Plan Contact
- Address: 4717 SULLIVAN SLOUGH RD,BURLINGTON,IA
- Contact person: MELISSA BROWN
- Phone: (319) 752-4000
Plan General Information
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is $2,665,413.00.This plan was established in 1999.
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is 117
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Average Participant Retirement Account Value
In 2023, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is $22,781.00
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is $1,138.00.
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is approximately $103.00
Investing in this additonal $103.00 for 20 years would give you extra $6,611.00, assuming a 10% annual return.
Investing in this additonal $103.00 for 20 years would give you extra $6,611.00, assuming a 10% annual return.
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Total Employer Contribution and Match Rate
In 2023, EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. allocates $12,086.00 to match its employees' contributions, providing an employer match rate of 18.15% of their contributions
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is -18.20%.
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is 13.08%. This measures the effectiveness of the plan participants' investments in the year.
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. Expense Ratio
In 2023, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. is 0.03%.
Enrollment Features
EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INC. 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.
Recent Articles
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
- Warren Buffett's Phenomenal Run: The Oracle May Retire, But His Legacy Endures
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
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 ...