ADVENTIST HEALTH 401(K) PLAN

  • Address: ONE ADVENTIST HEALTH WAY,ROSEVILLE,CA
  • Contact person: LISA DEININGER
  • Phone: (321) 439-6524
Investment Options of ADVENTIST HEALTH 401(K) PLAN (as of 2022)
MSCI ACWI EX US IMI INDEX FD (BLACKROCK INSTITUTIONAL TRUST COMPANY)
US DEBT INDEX FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
RUSSELL 3000 INDEX FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2060 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2055 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
Click for all funds ↓↓↓
LIFEPATH INDEX 2050 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2045 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX RETIREMENT FD (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2025 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2030 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2035 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2040 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)
LIFEPATH INDEX 2065 FUND (BLACKROCK INSTITUTIONAL TRUST COMPANY)

ADVENTIST HEALTH 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

At the end of 2022, the total retirement plan assets of ADVENTIST HEALTH 401(K) PLAN is $73,529,096.00.This plan was established in 2019.

At the end of 2022, the total number of retirement plan participants in ADVENTIST HEALTH 401(K) PLAN is 3003

In 2022, the average participant retirement account value for ADVENTIST HEALTH 401(K) PLAN is $24,485.00

In 2022, the estimated average employee contribution amount per participant for ADVENTIST HEALTH 401(K) PLAN is $5,262.00

In 2022, the estimated average employer match for an employee in ADVENTIST HEALTH 401(K) PLAN is approximately $4,507.00

In 2022, ADVENTIST HEALTH 401(K) PLAN allocates $13,535,911.00 to match its employees' contributions, providing an employer match rate of 91.66% of their contributions

In 2022, the total retirement plan asset growth rate of ADVENTIST HEALTH 401(K) PLAN is 20.77%

In 2022, the estimated aggregate retirement account investment gain/loss for ADVENTIST HEALTH 401(K) PLAN is -15.11%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ADVENTIST HEALTH 401(K) PLAN is 0.18%.

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 ...