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SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION

Plan Contact

  • Address: PO BOX 150,WERNERSVILLE,PA
  • Contact person: MISSY FORRY
  • Phone: (610) 743-6406

Plan General Information

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is $56,032,914.00.This plan was established in 1971.

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is 1215

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is $46,117.00

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is $4,612.00.

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is approximately $1,227.00
Investing in this additonal $1,227.00 for 20 years would give you extra $78,545.00, assuming a 10% annual return.

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Total Employer Contribution and Match Rate

In 2023, SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION allocates $1,491,129.00 to match its employees' contributions, providing an employer match rate of 53.22% of their contributions

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is 18.29%.

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is 16.35%. This measures the effectiveness of the plan participants' investments in the year.

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION Expense Ratio

In 2023, the investment and administrative expense ratio of SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION is 0.01%.

Enrollment Features

SAFE-HABOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION 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.


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