ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN
Plan Contact
- Address: 151 S 84TH STREET,MILWAUKEE,WI
- Contact person: MICHAEL UMHOEFER
- Phone: (414) 358-4153
Plan General Information
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is $2,667,087.00.This plan was established in 2005.
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is 293
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is $9,102.00
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is $1,094.00.
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is 16.25%.
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is 18.74%. This measures the effectiveness of the plan participants' investments in the year.
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN is 1.61%.
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