ASANTE 403B PLAN

Overview

Plan Contact

  • Address: 2635 SISKIYOU BLVD.,MEDFORD,OR
  • Contact person: ALICIA LORENZ
  • Phone: (541) 789-4419

Plan General Information


At the end of 2022, the total retirement plan assets of ASANTE 403B PLAN is $562,756,788.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in ASANTE 403B PLAN is 7521

In 2022, the average participant retirement account value for ASANTE 403B PLAN is $74,824

In 2022, the estimated average employee contribution amount per participant for ASANTE 403B PLAN is $4,851

In 2022, the estimated average employer match for an employee in ASANTE 403B PLAN is approximately $2,932

In 2022, ASANTE 403B PLAN allocates $22,056,087 to match its employees’ contributions, providing an employer match rate of 60.61% of their contributions

In 2022, the total retirement plan asset growth rate of ASANTE 403B PLAN is -15.85%

In 2022, the estimated aggregate retirement account investment gain/loss for ASANTE 403B PLAN is -16.30%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ASANTE 403B PLAN is 0.14%.

Enrollment Features

ASANTE 403B 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.