JUST FOR KIX RETIREMENT PLAN

  • Address: 7842 COLLEGE ROAD,BAXTER,MN
  • Contact person: STEPHEN CLOUGH
  • Phone: (218) 829-7107
Investment Options of JUST FOR KIX RETIREMENT PLAN (as of 2022)
STATE STREET RUSSELL SM CP IDX RT O (TRANSAMERICA LIFE INS CO)
STATE STREET S&P MD CP IDX RET OPT (TRANSAMERICA LIFE INS CO)
STATE STREET RUSSELL SM CP VAL IDX (TRANSAMERICA LIFE INS CO)
STATE STREET RUSSELL SM CP GR IDX R (TRANSAMERICA LIFE INS CO)
DFA EMERGING MKT PORTFOLIO RET OPT (TRANSAMERICA LIFE INS CO)
Click for all funds ↓↓↓
DFA U.S. TRGTED VALUE PRTF RET OPT (TRANSAMERICA LIFE INS CO)
TA VANGUARD TOTAL STOCK MKT IDX RT (TRANSAMERICA LIFE INS CO)
AMERICAN FUNDS BALANCED RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN FDS EUROPACIFIC GR RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN FDS NEW PERSPECTIVE RT OPT (TRANSAMERICA LIFE INS CO)
BLACKROCK HEALTH SCIENCES OPP RT OP (TRANSAMERICA LIFE INS CO)
JPMORGAN LARGE CAP GROWTH RET OPT (TRANSAMERICA LIFE INS CO)
JPMORGAN U.S. EQUITY RET OPT (TRANSAMERICA LIFE INS CO)
VIRTUS CEREDEX MD-CP VAL EQ RET OPT (TRANSAMERICA LIFE INS CO)
TA VANGUARD LIFESTRATEGY GR RET OPT (TRANSAMERICA LIFE INS CO)
ALGER SMALL CAP FOCUS RET OPT (TRANSAMERICA LIFE INS CO)
BLACKROCK MID-CAP GR EQUITY RET OPT (TRANSAMERICA LIFE INS CO)
VOYA INTERMED BOND RET OPT (TRANSAMERICA LIFE INS CO)
COLUMBIA OVERSEAS VALUE RET OPT (TRANSAMERICA LIFE INS CO)

JUST FOR KIX RETIREMENT 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.

At the end of 2022, the total retirement plan assets of JUST FOR KIX RETIREMENT PLAN is $5,762,549.00.This plan was established in 2007.

At the end of 2022, the total number of retirement plan participants in JUST FOR KIX RETIREMENT PLAN is 393

In 2022, the average participant retirement account value for JUST FOR KIX RETIREMENT PLAN is $14,662.00

In 2022, the estimated average employee contribution amount per participant for JUST FOR KIX RETIREMENT PLAN is $889.00

In 2022, the estimated average employer match for an employee in JUST FOR KIX RETIREMENT PLAN is approximately $451.00

In 2022, JUST FOR KIX RETIREMENT PLAN allocates $177,381.00 to match its employees' contributions, providing an employer match rate of 49.30% of their contributions

In 2022, the total retirement plan asset growth rate of JUST FOR KIX RETIREMENT PLAN is -10.51%

In 2022, the estimated aggregate retirement account investment gain/loss for JUST FOR KIX RETIREMENT PLAN is -13.68%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of JUST FOR KIX RETIREMENT PLAN is 0.48%.

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