NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN

  • Address: 9388 LIGHTWAVE AVE,SAN DIEGO,CA
  • Contact person: DAVE LAWRENCE
  • Phone: (858) 642-8195

NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN 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.
    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.

At the end of 2022, the total retirement plan assets of NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is $222,297,001.00.This plan was established in 1991.

At the end of 2022, the total number of retirement plan participants in NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is 3217

In 2022, the average participant retirement account value for NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is $69,100.00

In 2022, the estimated average employee contribution amount per participant for NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is $3,487.00

In 2022, the estimated average employer match for an employee in NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is approximately $2,185.00

In 2022, NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN allocates $7,031,725.00 to match its employees' contributions, providing an employer match rate of 64.76% of their contributions

In 2022, the total retirement plan asset growth rate of NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is -8.04%

In 2022, the estimated aggregate retirement account investment gain/loss for NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is -13.08%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN is 0.09%.

Articles on Retirement Plans

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 ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

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.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...