OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN

Plan Contact

  • Address: 1700 SW 75TH AVENUE,GAINESVILLE,FL
  • Contact person: ANDREA NEWMAN
  • Phone: (352) 332-3609

Plan General Information

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is $18,831,715.00.This plan was established in 1984.

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is 323

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is $58,302.00

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is $3,291.00.

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is approximately $1,108.00
Investing in this additonal $1,108.00 for 20 years would give you extra $70,918.00, assuming a 10% annual return.

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Total Employer Contribution and Match Rate

In 2023, OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN allocates $357,919.00 to match its employees' contributions, providing an employer match rate of 67.34% of their contributions

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is 9.80%.

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is 9.33%. This measures the effectiveness of the plan participants' investments in the year.

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN is 0.12%.

Enrollment Features

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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