NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S

Plan Contact

  • Address: 1785 MASSACHUSETTES AVE NW,WASHINGTON DC,DC
  • Contact person: GEORGENE MURRAY
  • Phone: (202) 588-6121

Plan General Information

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is $6,721,484.00.This plan was established in 1977.

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is 591

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Average Participant Retirement Account Value

In 2010, the average participant retirement account value for NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is $11,373.00

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is $4,075.00.

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is 31.57%.

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is 15.81%. This measures the effectiveness of the plan participants' investments in the year.

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S Expense Ratio

In 2010, the investment and administrative expense ratio of NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S is 0.00%.

Enrollment Features

NATIONAL TRUST FOR HISTORIC PRESERVATION 403(B) PLAN IN THE U S has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …