CASA DORINDA TAX-DEFERRED ANNUITY PLAN

At the end of 2022, the total retirement plan assets of CASA DORINDA TAX-DEFERRED ANNUITY PLAN is $18,451,891.This plan was established in 1990.

At the end of 2022, the total number of retirement plan participants in CASA DORINDA TAX-DEFERRED ANNUITY PLAN is 373

In 2022, the average participant retirement account value for CASA DORINDA TAX-DEFERRED ANNUITY PLAN is $49,468

In 2022, the estimated average employee contribution amount per participant for CASA DORINDA TAX-DEFERRED ANNUITY PLAN is $1,886

In 2022, the estimated average employer match for an employee in CASA DORINDA TAX-DEFERRED ANNUITY PLAN is approximately $2,107

In 2022, CASA DORINDA TAX-DEFERRED ANNUITY PLAN allocates $786,160 to match its employees’ contributions, providing an employer match rate of 108.83% of their contributions

In 2022, the total retirement plan asset growth rate of CASA DORINDA TAX-DEFERRED ANNUITY PLAN is -17.09%

In 2022, the estimated aggregate retirement account investment gain/loss for CASA DORINDA TAX-DEFERRED ANNUITY PLAN is -14.49%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of CASA DORINDA TAX-DEFERRED ANNUITY PLAN is 1.06%.

Enrollment Features

CASA DORINDA TAX-DEFERRED ANNUITY PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.