KIVA MICROFUNDS 401(K) PS PLAN AND TRUST

Plan Contact

  • Address: 986 MISSION STREET,,SAN FRANCISCO,CA
  • Contact person: LAURA AUJERO
  • Phone: (828) 479-5482

Plan General Information

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is $17,344,119.00.This plan was established in 2007.

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is 247

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is $70,219.00

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is $5,901.00.

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is approximately $1,103.00
Investing in this additonal $1,103.00 for 20 years would give you extra $70,619.00, assuming a 10% annual return.

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, KIVA MICROFUNDS 401(K) PS PLAN AND TRUST allocates $272,548.00 to match its employees' contributions, providing an employer match rate of 19.99% of their contributions

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is 25.53%.

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is 20.44%. This measures the effectiveness of the plan participants' investments in the year.

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of KIVA MICROFUNDS 401(K) PS PLAN AND TRUST is 0.01%.

Enrollment Features

KIVA MICROFUNDS 401(K) PS PLAN AND TRUST 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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