SAN FRANCISCO OPERA 403(B) PLAN

Overview

Plan Contact

  • Address: 301 VAN NESS AVENUE,SAN FRANCISCO,CA
  • Contact person: MICHAEL SIMPSON
  • Phone: (415) 565-3295

Plan General Information


At the end of 2022, the total retirement plan assets of SAN FRANCISCO OPERA 403(B) PLAN is $11,359,690.This plan was established in 2015.

At the end of 2022, the total number of retirement plan participants in SAN FRANCISCO OPERA 403(B) PLAN is 689

In 2022, the average participant retirement account value for SAN FRANCISCO OPERA 403(B) PLAN is $16,487

In 2022, the estimated average employee contribution amount per participant for SAN FRANCISCO OPERA 403(B) PLAN is $4,814

In 2022, the estimated average employer match for an employee in SAN FRANCISCO OPERA 403(B) PLAN is approximately $0

In 2022, SAN FRANCISCO OPERA 403(B) PLAN allocates $525 to match its employees’ contributions, providing an employer match rate of 0.02% of their contributions

In 2022, the total retirement plan asset growth rate of SAN FRANCISCO OPERA 403(B) PLAN is 6.02%

In 2022, the estimated aggregate retirement account investment gain/loss for SAN FRANCISCO OPERA 403(B) PLAN is -15.80%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of SAN FRANCISCO OPERA 403(B) PLAN is 0.02%.

Enrollment Features

SAN FRANCISCO OPERA 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.