GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN

Plan Contact

  • Address: 3150 SHAWNEE DRIVE,WINCHESTER,VA
  • Contact person: STEPHANIE DIXON
  • Phone: (540) 542-0200

Plan General Information

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is $19,107,466.00.This plan was established in 1998.

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is 907

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is $21,066.00

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is $1,280.00.

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is approximately $787.00
Investing in this additonal $787.00 for 20 years would give you extra $50,425.00, assuming a 10% annual return.

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN allocates $714,630.00 to match its employees' contributions, providing an employer match rate of 61.59% of their contributions

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is 20.10%.

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is 16.64%. This measures the effectiveness of the plan participants' investments in the year.

GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of GRAFTON SCHOOL INCORPORATED RETIREMENT PLAN is 0.28%.

Enrollment Features

GRAFTON SCHOOL INCORPORATED RETIREMENT 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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