INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN
Plan Contact
- Address: PO BOX 500,BLOOMINGTON,IN
- Contact person: CATHERINE L. MELVIN
- Phone: (812) 855-8311
Plan General Information
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is $63,278,731.00.This plan was established in 1968.
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is 571
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is $110,820.00
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is $1,956.00.
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is approximately $3,791.00
Investing in this additonal $3,791.00 for 20 years would give you extra $242,627.00, assuming a 10% annual return.
Investing in this additonal $3,791.00 for 20 years would give you extra $242,627.00, assuming a 10% annual return.
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Total Employer Contribution and Match Rate
In 2022, INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN allocates $2,164,692.00 to match its employees' contributions, providing an employer match rate of 188.77% of their contributions
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is -15.77%.
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is -15.05%. This measures the effectiveness of the plan participants' investments in the year.
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT PLAN is 0.09%.
Enrollment Features
INDIANA UNIVERSITY FOUNDATION, INC. SEC. 403(B) DC RTMT 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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