HFCU RETIREMENT PLAN
Plan Contact
- Address: 16320 KENSINGTON DRIVE,SUGAR LAND,TX
- Contact person: LINDSEY VALENCIA
- Phone: (281) 243-0557
Plan General Information
HFCU RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HFCU RETIREMENT PLAN is $10,090,874.00.This plan was established in 2011.
HFCU RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HFCU RETIREMENT PLAN is 218
HFCU RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HFCU RETIREMENT PLAN is $46,288.00
HFCU RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HFCU RETIREMENT PLAN is $3,228.00.
HFCU RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HFCU RETIREMENT PLAN is approximately $2,188.00
Investing in this additonal $2,188.00 for 20 years would give you extra $140,034.00, assuming a 10% annual return.
Investing in this additonal $2,188.00 for 20 years would give you extra $140,034.00, assuming a 10% annual return.
HFCU RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, HFCU RETIREMENT PLAN allocates $476,991.00 to match its employees' contributions, providing an employer match rate of 61.05% of their contributions
HFCU RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HFCU RETIREMENT PLAN is 25.15%.
HFCU RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HFCU RETIREMENT PLAN is 15.81%. This measures the effectiveness of the plan participants' investments in the year.
HFCU RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HFCU RETIREMENT PLAN is 0.43%.
Enrollment Features
HFCU RETIREMENT 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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