03 USA 401(K) PLAN

  • Address: 14193 SW 119 AVE,MIAMI,FL
  • Contact person: PAUL JACOBSEN
  • Phone: (786) 345-5517
Investment Options of 03 USA 401(K) PLAN (as of 2022)
MYWAYRETIREMENT MULTISEC BD R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT LARGE CP VAL R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT MD CP VAL R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT EMG MKT R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT REAL EST R (WILMINGTON TRUST COMPANY)
Click for all funds ↓↓↓
MYWAYRETIREMENT GL BD R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT COMM R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT SM CAP GR R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT SM CP VAL R (WILMINGTON TRUST COMPANY)
BLACKROCK EQ INDEX 1 (WILMINGTON TRUST)
BLACKROCK MID CAP EQ IDX 1 (WILMINGTON TRUST)
BLACKROCK US DEBT IDX 1 (WILMINGTON TRUST)
BLACKROCK EAFE EQ IDX R (WILMINGTON TRUST)
BLACKROCK RUSSELL 2000 IDX R (WILMINGTON TRUST)
MYWAYRETIREMENT INDEX 2030 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INDEX 2040 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INDEX 2060 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT IDX RET R (WILMINGTONTRUST COMPANY)
MYWAYRETIREMENT INDEX 2025 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INDEX 2035 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INDEX 2045 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INDEX 2055 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INDEX 2050 R (WILMINGTON TRUST COMPANY)
BLACKROCK U.S. TIPS INDEX 1 (WILMINGTON TRUST)
COL OVER VAL CIT MWR INTL VAL (WILMINGTON TRUST CO)
MYWAYRETIREMENT INDEX 2065 R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT BAL R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT CORE BD R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT INTL GR R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT LARGE CAP GR R (WILMINGTON TRUST COMPANY)
MYWAYRETIREMENT MID CAP GR R (WILMINGTON TRUST COMPANY)

03 USA 401(K) 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 2022, the total retirement plan assets of 03 USA 401(K) PLAN is $5,298,289.00.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in 03 USA 401(K) PLAN is 203

In 2022, the average participant retirement account value for 03 USA 401(K) PLAN is $26,099.00

In 2022, the estimated average employee contribution amount per participant for 03 USA 401(K) PLAN is $3,012.00

In 2022, the estimated average employer match for an employee in 03 USA 401(K) PLAN is approximately $1,981.00

In 2022, 03 USA 401(K) PLAN allocates $402,229.00 to match its employees' contributions, providing an employer match rate of 63.89% of their contributions

In 2022, the total retirement plan asset growth rate of 03 USA 401(K) PLAN is -12.78%

In 2022, the estimated aggregate retirement account investment gain/loss for 03 USA 401(K) PLAN is -14.04%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of 03 USA 401(K) PLAN is 1.16%.

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