PORTLAND JEWISH ACADEMY 401(K) PLAN

Plan Contact

  • Address: 6651 SW CAPITAL HIGHWAY,PORTLAND,OR
  • Contact person: BETH GERMAIN
  • Phone: (503) 535-3593

Plan General Information

PORTLAND JEWISH ACADEMY 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PORTLAND JEWISH ACADEMY 401(K) PLAN is $4,811,343.00.This plan was established in 1995.

PORTLAND JEWISH ACADEMY 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PORTLAND JEWISH ACADEMY 401(K) PLAN is 107

PORTLAND JEWISH ACADEMY 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PORTLAND JEWISH ACADEMY 401(K) PLAN is $44,965.00

PORTLAND JEWISH ACADEMY 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PORTLAND JEWISH ACADEMY 401(K) PLAN is $4,313.00.

PORTLAND JEWISH ACADEMY 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PORTLAND JEWISH ACADEMY 401(K) PLAN is approximately $1,862.00
Investing in this additonal $1,862.00 for 20 years would give you extra $119,183.00, assuming a 10% annual return.

PORTLAND JEWISH ACADEMY 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, PORTLAND JEWISH ACADEMY 401(K) PLAN allocates $199,260.00 to match its employees' contributions, providing an employer match rate of 86.35% of their contributions

PORTLAND JEWISH ACADEMY 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PORTLAND JEWISH ACADEMY 401(K) PLAN is 18.51%.

PORTLAND JEWISH ACADEMY 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PORTLAND JEWISH ACADEMY 401(K) PLAN is 11.72%. This measures the effectiveness of the plan participants' investments in the year.

PORTLAND JEWISH ACADEMY 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PORTLAND JEWISH ACADEMY 401(K) PLAN is 0.83%.

Enrollment Features

PORTLAND JEWISH ACADEMY 401(K) 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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