SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

  • Address: 20402 NEWPORT COAST DR,NEWPORT COAST,CA
  • Contact person: JILL LIVERMORE
  • Phone: (949) 219-0100

SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $19,678,050.00.This plan was established in 1999.

At the end of 2022, the total number of retirement plan participants in SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 224

In 2022, the average participant retirement account value for SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $87,848.00

In 2022, the estimated average employee contribution amount per participant for SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $4,313.00

In 2022, the estimated average employer match for an employee in SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $2,740.00

In 2022, SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN allocates $613,844.00 to match its employees' contributions, providing an employer match rate of 65.28% of their contributions

In 2022, the total retirement plan asset growth rate of SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is -15.14%

In 2022, the estimated aggregate retirement account investment gain/loss for SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is -16.17%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 0.16%.

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