LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST

Plan Contact

  • Address: 4300 W. IRVING PARK RD,CHICAGO,IL
  • Phone: (773) 653-2200

Plan General Information

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is $1,788,313.00.This plan was established in 2009.

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is 447

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is $4,000.00

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is $1,845.00.

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is 24.91%.

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is 11.88%. This measures the effectiveness of the plan participants' investments in the year.

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST is 0.58%.

Enrollment Features

LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST 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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