BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

  • Address: 1400 S WOLF ROAD, BUILDING 500,WHEELING,IL
  • Contact person: DAVID RUESCH
  • Phone: (847) 850-2000
Investment Options of BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (as of 2021)
SECURIAN AM S&P 500 INDEX (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD LIFESTRATEGY GROWTH (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD LIFESTRATEGY MOD GRO (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD LIFESTRATEGY CONS GRO (MINNESOTA LIFE INSURANCE COMPANY)
DISCIPLINED GRO MID CAP GRO (MINNESOTA LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
HOTCH & WILEY LRG CAP FUND VAL (MINNESOTA LIFE INSURANCE COMPANY)
DODGE & COX INTL STOCK FUND (MINNESOTA LIFE INSURANCE COMPANY)
VGD EXTENDED MKT IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD INTERM BOND IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
LOOMIS SAYLES BOND INST'L CL (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD SM-CAP GRO IND ADM (MINNESOTA LIFE INSURANCE COMPANY)
INVESCO SMALL CAPVALUE Y (MINNESOTA LIFE INSURANCE COMPANY)
FID VIP RE INITIAL (MINNESOTA LIFE INSURANCE COMPANY)
JANUS OPPORTUNISTIC GROWTH (MINNESOTA LIFE INSURANCE COMPANY)
MASTER SEPARATE ACCOUNT (MINNESOTA LIFE INSURANCE COMPANY)

BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 2021, the total retirement plan assets of BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is $2,578,137.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is 134

In 2021, the average participant retirement account value for BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is $19,239.00

In 2021, the estimated average employee contribution amount per participant for BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is $1,105.00

In 2021, the total retirement plan asset growth rate of BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is 10.84%

In 2021, the estimated aggregate retirement account investment gain/loss for BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is 11.64%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of BYRON UDELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is 0.05%.

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