S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN

  • Address: 300 CONCORD PKWY S,CONCORD,NC
  • Contact person: TRACIE BRUNT HAMPTON
  • Phone: (704) 782-3121
Investment Options of S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN (as of 2021)
FIDUCIARY INVESTMENT TRUST GROWTH D (FIDUCIARY INVESTMENTS)
FIDUCIARY INVESTMENT TRUST CNSRV D (FIDUCIARY INVESTMENTS)
FIDUCIARY INVESTMENT TRUST MOD CNSR (FIDUCIARY INVESTMENTS)
FIDUCIARY INVESTMENT TRUST BALANCED (FIDUCIARY INVESTMENTS)
FIDUCIARY INVESTMENT TRUST AGGRESSI (FIDUCIARY INVESTMENTS)
Click for all funds ↓↓↓
PUTNAM STABLE VALUE FUND (PUTNAM INVESTMENTS)
WELLS FARGO STABLE RETURN FUND C (WELLS FARGO)

S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT 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.

At the end of 2021, the total retirement plan assets of S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is $67,138,463.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is 1176

In 2021, the average participant retirement account value for S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is $57,090.00

In 2021, the estimated average employee contribution amount per participant for S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is $2,531.00

In 2021, the estimated average employer match for an employee in S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is approximately $1,017.00

In 2021, S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN allocates $1,196,640.00 to match its employees' contributions, providing an employer match rate of 40.19% of their contributions

In 2021, the total retirement plan asset growth rate of S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is -20.16%

In 2021, the estimated aggregate retirement account investment gain/loss for S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is 12.87%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of S & D COFFEE, INC. 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN is 0.34%.

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