HANNAH B.G. SHAW HOME 403(B) PLAN

Overview

Plan Contact

  • Address: 299 WAREHAM STREET,MIDDLEBORO,MA
  • Contact person: KRISTINE DONNELLY
  • Phone: (508) 947-1184

Plan General Information


At the end of 2022, the total retirement plan assets of HANNAH B.G. SHAW HOME 403(B) PLAN is $1,506,601.This plan was established in 2007.

At the end of 2022, the total number of retirement plan participants in HANNAH B.G. SHAW HOME 403(B) PLAN is 211

In 2022, the average participant retirement account value for HANNAH B.G. SHAW HOME 403(B) PLAN is $7,140

In 2022, the estimated average employee contribution amount per participant for HANNAH B.G. SHAW HOME 403(B) PLAN is $533

In 2022, the estimated average employer match for an employee in HANNAH B.G. SHAW HOME 403(B) PLAN is approximately $75

In 2022, HANNAH B.G. SHAW HOME 403(B) PLAN allocates $15,871 to match its employees’ contributions, providing an employer match rate of 13.94% of their contributions

In 2022, the total retirement plan asset growth rate of HANNAH B.G. SHAW HOME 403(B) PLAN is -12.87%

In 2022, the estimated aggregate retirement account investment gain/loss for HANNAH B.G. SHAW HOME 403(B) PLAN is -17.44%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of HANNAH B.G. SHAW HOME 403(B) PLAN is 0.75%.

Enrollment Features

HANNAH B.G. SHAW HOME 403(B) PLAN has the following features:
    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.