ANITA BORG INSTITUTE 403(B) PLAN

Overview

Plan Contact

  • Address: 1301 SHOREWAY ROAD,,BELMONT,CA
  • Contact person: BRENDA WILKERSON
  • Phone: (650) 352-7543

Plan General Information


At the end of 2022, the total retirement plan assets of ANITA BORG INSTITUTE 403(B) PLAN is $3,461,362.This plan was established in 2004.

At the end of 2022, the total number of retirement plan participants in ANITA BORG INSTITUTE 403(B) PLAN is 109

In 2022, the average participant retirement account value for ANITA BORG INSTITUTE 403(B) PLAN is $31,755

In 2022, the estimated average employee contribution amount per participant for ANITA BORG INSTITUTE 403(B) PLAN is $3,798

In 2022, the estimated average employer match for an employee in ANITA BORG INSTITUTE 403(B) PLAN is approximately $1,589

In 2022, ANITA BORG INSTITUTE 403(B) PLAN allocates $173,207 to match its employees’ contributions, providing an employer match rate of 42.41% of their contributions

In 2022, the total retirement plan asset growth rate of ANITA BORG INSTITUTE 403(B) PLAN is -15.78%

In 2022, the estimated aggregate retirement account investment gain/loss for ANITA BORG INSTITUTE 403(B) PLAN is -14.81%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ANITA BORG INSTITUTE 403(B) PLAN is 0.21%.

Enrollment Features