NELSON GALLERY FOUNDATION 403(B)
Plan Contact
Please log in to view contact information.
Plan General Information
NELSON GALLERY FOUNDATION 403(B) Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of NELSON GALLERY FOUNDATION 403(B) is $7,216,816.00.This plan was established in 2018.
NELSON GALLERY FOUNDATION 403(B) Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in NELSON GALLERY FOUNDATION 403(B) is 346
NELSON GALLERY FOUNDATION 403(B) Average Participant Retirement Account Value
In 2019, the average participant retirement account value for NELSON GALLERY FOUNDATION 403(B) is $20,857.00
NELSON GALLERY FOUNDATION 403(B) Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for NELSON GALLERY FOUNDATION 403(B) is $6,287.00.
NELSON GALLERY FOUNDATION 403(B) Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in NELSON GALLERY FOUNDATION 403(B) is approximately $2,197.00
Investing in this additonal $2,197.00 for 20 years would give you extra $140,633.00, assuming a 10% annual return.
Investing in this additonal $2,197.00 for 20 years would give you extra $140,633.00, assuming a 10% annual return.
NELSON GALLERY FOUNDATION 403(B) Total Employer Contribution and Match Rate
In 2019, NELSON GALLERY FOUNDATION 403(B) allocates $760,301.00 to match its employees' contributions, providing an employer match rate of 69.89% of their contributions
NELSON GALLERY FOUNDATION 403(B) Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of NELSON GALLERY FOUNDATION 403(B) is 229.50%.
NELSON GALLERY FOUNDATION 403(B) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for NELSON GALLERY FOUNDATION 403(B) is 20.38%. This measures the effectiveness of the plan participants' investments in the year.
NELSON GALLERY FOUNDATION 403(B) Expense Ratio
In 2019, the investment and administrative expense ratio of NELSON GALLERY FOUNDATION 403(B) is 0.40%.
Enrollment Features
NELSON GALLERY FOUNDATION 403(B) has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Recent Articles
- The Most Reliable Retirement Savings: Why $1.8 Million is a Popular Lie
- The Most Reliable Retirement Savings Amount You Need in 2025
- The Best Age (62, 67, or 70) to Claim Your Social Security Benefits
- Retirement Withdrawals in Optimal Order
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
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 ...