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LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN

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Plan General Information

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is $50,228,895.00.This plan was established in 1972.

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is 279

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is $180,031.00

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is approximately $2,058.00
Investing in this additonal $2,058.00 for 20 years would give you extra $131,766.00, assuming a 10% annual return.

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is 11.17%.

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is 15.71%. This measures the effectiveness of the plan participants' investments in the year.

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN is 0.00%.

Enrollment Features

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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