PORTLEDGE SCHOOL RETIREMENT PLAN RA

Plan Overview & Key Metrics

PORTLEDGE SCHOOL RETIREMENT PLAN RA is a defined contribution retirement plan offered by PORTLEDGE SCHOOL. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

PORTLEDGE SCHOOL RETIREMENT PLAN RA Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of PORTLEDGE SCHOOL RETIREMENT PLAN RA is $38,140,500.00.This plan was established in 1968.

PORTLEDGE SCHOOL RETIREMENT PLAN RA Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in PORTLEDGE SCHOOL RETIREMENT PLAN RA is 314

PORTLEDGE SCHOOL RETIREMENT PLAN RA Average Participant Retirement Account Value

In 2024, the average participant retirement account value for PORTLEDGE SCHOOL RETIREMENT PLAN RA is $121,466.00

PORTLEDGE SCHOOL RETIREMENT PLAN RA Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for PORTLEDGE SCHOOL RETIREMENT PLAN RA is $2,834.00.

PORTLEDGE SCHOOL RETIREMENT PLAN RA Estimated Average Employer Match

In 2024, the estimated average employer match for an employee in PORTLEDGE SCHOOL RETIREMENT PLAN RA is approximately $1,762.00
Investing in this additonal $1,762.00 for 20 years would give you extra $112,769.00, assuming a 10% annual return.

PORTLEDGE SCHOOL RETIREMENT PLAN RA Total Employer Contribution and Match Rate

In 2024, PORTLEDGE SCHOOL RETIREMENT PLAN RA allocates $553,276.00 to match its employees’ contributions, providing an employer match rate of 64.52% of their contributions

PORTLEDGE SCHOOL RETIREMENT PLAN RA Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of PORTLEDGE SCHOOL RETIREMENT PLAN RA is 54.17%.

PORTLEDGE SCHOOL RETIREMENT PLAN RA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for PORTLEDGE SCHOOL RETIREMENT PLAN RA is 57.41%. This measures the effectiveness of the plan participants’ investments in the year.

PORTLEDGE SCHOOL RETIREMENT PLAN RA Expense Ratio

In 2024, the investment and administrative expense ratio of PORTLEDGE SCHOOL RETIREMENT PLAN RA is 0.04%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how PORTLEDGE SCHOOL RETIREMENT PLAN RA handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of PORTLEDGE SCHOOL RETIREMENT PLAN RA:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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