23 BOTTLES OF BEER, LLC 401(K) PLAN

  • Address: 1812 FERDINAND CT.,SANTA ROSA,CA
  • Contact person: TARA EVANS, FOR TAG RESOURCES
  • Phone: (707) 545-2337
Investment Options of 23 BOTTLES OF BEER, LLC 401(K) PLAN (as of 2022)
BLACKROCK EQUITY INDEX RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
BLACKROCK MID CAP EQUITY INDEX RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
BLACKROCK U.S. DEBT INDEX RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT EMERGING MARKETS RE (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT GLOBAL BOND RET ACC (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
MYWAYRETIREMENT INDEX 2025 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2030 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2035 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2040 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2045 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2050 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2055 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2060 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX 2065 RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INDEX RETIREMENT RE (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT INTERNAT GROWTH RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT LARGE CAP GROWTH RE (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT MID CAP GROWTH RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
MYWAYRETIREMENT SMALL CAP VALUE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)

23 BOTTLES OF BEER, LLC 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 23 BOTTLES OF BEER, LLC 401(K) PLAN is $1,998,771.00.This plan was established in 2017.

At the end of 2022, the total number of retirement plan participants in 23 BOTTLES OF BEER, LLC 401(K) PLAN is 141

In 2022, the average participant retirement account value for 23 BOTTLES OF BEER, LLC 401(K) PLAN is $14,175.00

In 2022, the estimated average employee contribution amount per participant for 23 BOTTLES OF BEER, LLC 401(K) PLAN is $2,577.00

In 2022, the estimated average employer match for an employee in 23 BOTTLES OF BEER, LLC 401(K) PLAN is approximately $1,067.00

In 2022, 23 BOTTLES OF BEER, LLC 401(K) PLAN allocates $150,509.00 to match its employees' contributions, providing an employer match rate of 47.08% of their contributions

In 2022, the total retirement plan asset growth rate of 23 BOTTLES OF BEER, LLC 401(K) PLAN is -1.62%

In 2022, the estimated aggregate retirement account investment gain/loss for 23 BOTTLES OF BEER, LLC 401(K) PLAN is -16.20%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of 23 BOTTLES OF BEER, LLC 401(K) PLAN is 0.70%.

Articles on Retirement Plans

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...