LOW INCOME INVESTMENT FUND 401(K) PLAN

Overview

Plan Contact

  • Address: 49 STEVENSON ST STE 300,SAN FRANCISCO,CA
  • Contact person: SURAT SINHA
  • Phone: (415) 489-6210

Plan General Information


At the end of 2022, the total retirement plan assets of LOW INCOME INVESTMENT FUND 401(K) PLAN is $12,512,735.This plan was established in 2001.

At the end of 2022, the total number of retirement plan participants in LOW INCOME INVESTMENT FUND 401(K) PLAN is 161

In 2022, the average participant retirement account value for LOW INCOME INVESTMENT FUND 401(K) PLAN is $77,718

In 2022, the estimated average employee contribution amount per participant for LOW INCOME INVESTMENT FUND 401(K) PLAN is $8,715

In 2022, the estimated average employer match for an employee in LOW INCOME INVESTMENT FUND 401(K) PLAN is approximately $3,387

In 2022, LOW INCOME INVESTMENT FUND 401(K) PLAN allocates $545,390 to match its employees’ contributions, providing an employer match rate of 41.58% of their contributions

In 2022, the total retirement plan asset growth rate of LOW INCOME INVESTMENT FUND 401(K) PLAN is -15.58%

In 2022, the estimated aggregate retirement account investment gain/loss for LOW INCOME INVESTMENT FUND 401(K) PLAN is -18.78%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LOW INCOME INVESTMENT FUND 401(K) PLAN is 0.04%.

Enrollment Features

LOW INCOME INVESTMENT FUND 401(K) 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.