INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

Plan Contact

  • Address: 34004 16TH AVENUE SOUTH, SUITE 200,FEDERAL WAY,WA
  • Phone: (253) 874-3630

Plan General Information

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is $8,089,957.00.This plan was established in 1992.

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is 202

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is $40,049.00

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is $2,064.00.

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is approximately $1,553.00
Investing in this additonal $1,553.00 for 20 years would give you extra $99,432.00, assuming a 10% annual return.

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN allocates $313,835.00 to match its employees' contributions, providing an employer match rate of 76.03% of their contributions

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is 17.77%.

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is 14.63%. This measures the effectiveness of the plan participants' investments in the year.

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN is 0.76%.

Enrollment Features

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.


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 …