LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN

Plan Contact

  • Address: 1414 PHYSICIAN DRIVE,WILMINGTON,NC
  • Contact person: JESSICA BEARDSLEY
  • Phone: (910) 796-7953

Plan General Information

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is $17,651,260.00.This plan was established in 2009.

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is 400

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is $44,128.00

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is $3,019.00.

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is approximately $1,298.00
Investing in this additonal $1,298.00 for 20 years would give you extra $83,074.00, assuming a 10% annual return.

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN allocates $519,213.00 to match its employees' contributions, providing an employer match rate of 39.04% of their contributions

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is 16.29%.

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is 13.43%. This measures the effectiveness of the plan participants' investments in the year.

LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN is 0.34%.

Enrollment Features

LOWER CAPE FEAR HOSPICE, INC. 403(B) 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.

Recent Articles

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

Get Started

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 ...

Click for tips and plans for income

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 ...