PORTLEDGE SCHOOL TDA PLAN SRA/GSRA

Plan Overview & Key Metrics

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA 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 TDA PLAN SRA/GSRA Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PORTLEDGE SCHOOL TDA PLAN SRA/GSRA is $9,902,954.00.This plan was established in 1976.

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PORTLEDGE SCHOOL TDA PLAN SRA/GSRA is 186

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PORTLEDGE SCHOOL TDA PLAN SRA/GSRA is $53,241.00

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PORTLEDGE SCHOOL TDA PLAN SRA/GSRA is $2,315.00.

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PORTLEDGE SCHOOL TDA PLAN SRA/GSRA is 6.90%.

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PORTLEDGE SCHOOL TDA PLAN SRA/GSRA is 14.43%. This measures the effectiveness of the plan participants’ investments in the year.

PORTLEDGE SCHOOL TDA PLAN SRA/GSRA Expense Ratio

In 2023, the investment and administrative expense ratio of PORTLEDGE SCHOOL TDA PLAN SRA/GSRA 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 TDA PLAN SRA/GSRA 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 TDA PLAN SRA/GSRA:

  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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