OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 1918 MECHANICSBURG RD.,SPRINGFIELD,OH
- Contact person: MARK DERR
- Phone: (937) 399-6101
Plan General Information
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is $1,758,728.00.This plan was established in 2009.
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is 118
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2020, the average participant retirement account value for OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is $14,904.00
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is $2,152.00.
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is 2.25%.
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is 12.34%. This measures the effectiveness of the plan participants' investments in the year.
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2020, the investment and administrative expense ratio of OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY PLAN is 0.32%.
Enrollment Features
OESTERLEN-SERVICES FOR YOUTH TAX DEFERRED ANNUITY 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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