UMA SUPPLEMENTAL 403(B) PLAN
Plan Contact
- Address: 1 SOUTH PARK CIRCLE,CHARLESTON,SC
- Contact person: DOUG MACKINTOSH
- Phone: (843) 852-7078
Plan General Information
UMA SUPPLEMENTAL 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UMA SUPPLEMENTAL 403(B) PLAN is $129,638,774.00.This plan was established in 2009.
UMA SUPPLEMENTAL 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UMA SUPPLEMENTAL 403(B) PLAN is 2708
UMA SUPPLEMENTAL 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UMA SUPPLEMENTAL 403(B) PLAN is $47,872.00
UMA SUPPLEMENTAL 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UMA SUPPLEMENTAL 403(B) PLAN is $5,475.00.
UMA SUPPLEMENTAL 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UMA SUPPLEMENTAL 403(B) PLAN is approximately $8.00
Investing in this additonal $8.00 for 20 years would give you extra $573.00, assuming a 10% annual return.
Investing in this additonal $8.00 for 20 years would give you extra $573.00, assuming a 10% annual return.
UMA SUPPLEMENTAL 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, UMA SUPPLEMENTAL 403(B) PLAN allocates $24,281.00 to match its employees' contributions, providing an employer match rate of 0.18% of their contributions
UMA SUPPLEMENTAL 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UMA SUPPLEMENTAL 403(B) PLAN is 28.60%.
UMA SUPPLEMENTAL 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UMA SUPPLEMENTAL 403(B) PLAN is 19.38%. This measures the effectiveness of the plan participants' investments in the year.
UMA SUPPLEMENTAL 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UMA SUPPLEMENTAL 403(B) PLAN is 0.08%.
Enrollment Features
UMA SUPPLEMENTAL 403(B) 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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