SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC.
Plan Contact
- Address: 107 N BROADWAY SUITE 200,CROOKSTON,MN
- Contact person: ASHLEY BRODEN
- Phone: (218) 281-5832
Plan General Information
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is $15,476,299.00.This plan was established in 1990.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is 533
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is $29,036.00
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is $2,655.00.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is approximately $921.00
Investing in this additonal $921.00 for 20 years would give you extra $58,986.00, assuming a 10% annual return.
Investing in this additonal $921.00 for 20 years would give you extra $58,986.00, assuming a 10% annual return.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Total Employer Contribution and Match Rate
In 2023, SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. allocates $491,251.00 to match its employees' contributions, providing an employer match rate of 69.40% of their contributions
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is 20.66%.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is 15.40%. This measures the effectiveness of the plan participants' investments in the year.
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. Expense Ratio
In 2023, the investment and administrative expense ratio of SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. is 0.02%.
Enrollment Features
SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC. has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
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 ...