UASPIRE DC PLAN

Plan Contact

  • Address: 31 MILK ST, SUITE 900,BOSTON,MA
  • Contact person: JACLYN PINERO
  • Phone: (617) 778-7195

Plan General Information

UASPIRE DC PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of UASPIRE DC PLAN is $2,225,705.00.This plan was established in 2007.

UASPIRE DC PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in UASPIRE DC PLAN is 125

UASPIRE DC PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for UASPIRE DC PLAN is $17,805.00

UASPIRE DC PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in UASPIRE DC PLAN is approximately $1,828.00
Investing in this additonal $1,828.00 for 20 years would give you extra $117,005.00, assuming a 10% annual return.

UASPIRE DC PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of UASPIRE DC PLAN is 12.79%.

UASPIRE DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for UASPIRE DC PLAN is 15.26%. This measures the effectiveness of the plan participants' investments in the year.

UASPIRE DC PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of UASPIRE DC PLAN is 0.00%.

Enrollment Features

UASPIRE DC 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.


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