SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST
Plan Contact
- Address: 540 S 1ST ST,MILWAUKEE,WI
- Contact person: SCOTT CURWICK
- Phone: (414) 291-7520
Plan General Information
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is $16,151,784.00.This plan was established in 2000.
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is 1701
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is $9,495.00
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is $810.00.
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is approximately $313.00
Investing in this additonal $313.00 for 20 years would give you extra $20,033.00, assuming a 10% annual return.
Investing in this additonal $313.00 for 20 years would give you extra $20,033.00, assuming a 10% annual return.
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Total Employer Contribution and Match Rate
In 2023, SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST allocates $532,456.00 to match its employees' contributions, providing an employer match rate of 77.27% of their contributions
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is 13.08%.
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is 11.83%. This measures the effectiveness of the plan participants' investments in the year.
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST Expense Ratio
In 2023, the investment and administrative expense ratio of SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST is 0.05%.
Enrollment Features
SAFE-HARBOR 403(B) THRIFT PLAN OF INDEPENDENCEFIRST 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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