OREGON COAST AQUARIUM RETIREMENT PLAN
Plan Contact
- Address: 2820 SE FERRY SLIP RD,NEWPORT,OR
- Contact person: GREG HOARD
- Phone: (541) 867-3474
Plan General Information
OREGON COAST AQUARIUM RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OREGON COAST AQUARIUM RETIREMENT PLAN is $3,603,206.00.This plan was established in 1998.
OREGON COAST AQUARIUM RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OREGON COAST AQUARIUM RETIREMENT PLAN is 113
OREGON COAST AQUARIUM RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OREGON COAST AQUARIUM RETIREMENT PLAN is $31,886.00
OREGON COAST AQUARIUM RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OREGON COAST AQUARIUM RETIREMENT PLAN is $1,418.00.
OREGON COAST AQUARIUM RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OREGON COAST AQUARIUM RETIREMENT PLAN is approximately $779.00
Investing in this additonal $779.00 for 20 years would give you extra $49,902.00, assuming a 10% annual return.
Investing in this additonal $779.00 for 20 years would give you extra $49,902.00, assuming a 10% annual return.
OREGON COAST AQUARIUM RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, OREGON COAST AQUARIUM RETIREMENT PLAN allocates $88,109.00 to match its employees' contributions, providing an employer match rate of 54.49% of their contributions
OREGON COAST AQUARIUM RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OREGON COAST AQUARIUM RETIREMENT PLAN is 25.74%.
OREGON COAST AQUARIUM RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OREGON COAST AQUARIUM RETIREMENT PLAN is 17.99%. This measures the effectiveness of the plan participants' investments in the year.
OREGON COAST AQUARIUM RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OREGON COAST AQUARIUM RETIREMENT PLAN is 0.00%.
Enrollment Features
Recent Articles
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
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 ...