HARMONY FOUNDATION, INC. 401(K) PLAN

Plan Contact

  • Address: 1600 FISH HATCHERY ROAD,ESTES PARK,CO
  • Contact person: MICHAEL JONES
  • Phone: (970) 586-4491

Plan General Information

HARMONY FOUNDATION, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HARMONY FOUNDATION, INC. 401(K) PLAN is $2,272,019.00.This plan was established in 1998.

HARMONY FOUNDATION, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HARMONY FOUNDATION, INC. 401(K) PLAN is 165

HARMONY FOUNDATION, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HARMONY FOUNDATION, INC. 401(K) PLAN is $13,769.00

HARMONY FOUNDATION, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HARMONY FOUNDATION, INC. 401(K) PLAN is $1,233.00.

HARMONY FOUNDATION, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HARMONY FOUNDATION, INC. 401(K) PLAN is approximately $518.00
Investing in this additonal $518.00 for 20 years would give you extra $33,206.00, assuming a 10% annual return.

HARMONY FOUNDATION, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, HARMONY FOUNDATION, INC. 401(K) PLAN allocates $85,611.00 to match its employees' contributions, providing an employer match rate of 40.93% of their contributions

HARMONY FOUNDATION, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HARMONY FOUNDATION, INC. 401(K) PLAN is 1.41%.

HARMONY FOUNDATION, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HARMONY FOUNDATION, INC. 401(K) PLAN is 17.38%. This measures the effectiveness of the plan participants' investments in the year.

HARMONY FOUNDATION, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HARMONY FOUNDATION, INC. 401(K) PLAN is 1.51%.

Enrollment Features

HARMONY FOUNDATION, INC. 401(K) 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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