AGATE, INC. 401(K) PLAN
- Address: P.O. BOX 117,SCOTTSDALE,AZ
- Contact person: JON BART BATES
- Phone: (480) 994-9455
| Investment Options of AGATE, INC. 401(K) PLAN (as of 2021) |
|---|
| VG 2020 (JOHN HANCOCK LIFE INS CO) |
| VG 2025 (JOHN HANCOCK LIFE INS CO) |
| VG 2030 (JOHN HANCOCK LIFE INS CO) |
| VG 2035 (JOHN HANCOCK LIFE INS CO) |
| VG 2040 (JOHN HANCOCK LIFE INS CO) |
| Click for all funds ↓↓↓ |
| VG 2045 (JOHN HANCOCK LIFE INS CO) |
| VG 2050 (JOHN HANCOCK LIFE INS CO) |
| VG 2055 (JOHN HANCOCK LIFE INS CO) |
| VG 2060 (JOHN HANCOCK LIFE INS CO) |
| VG 2065 (JOHN HANCOCK LIFE INS CO) |
| INVESCO PREMIER US GOVT MONEY (JOHN HANCOCK LIFE INS CO) |
| VANGUARD INTERM-TERM BOND IDX (JOHN HANCOCK LIFE INS CO) |
| WESTERN ASSET CORE BOND FUND (JOHN HANCOCK LIFE INS CO) |
| JPMORGAN EQUITY INCOME FUND (JOHN HANCOCK LIFE INS CO) |
| PIMCO LONG DURATION TOTAL RET (JOHN HANCOCK LIFE INS CO) |
| AF NEW PER (JOHN HANCOCK LIFE INS CO) |
| JPMORGAN GLOBAL BOND OPPS (JOHN HANCOCK LIFE INS CO) |
| DFA GLOBAL EQUITY (JOHN HANCOCK LIFE INS CO) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK LIFE INS CO) |
| ALLSPRING SPECIAL SCAP VALUE (JOHN HANCOCK LIFE INS CO) |
| CARILLON EAGLE MID CAP GROWTH (JOHN HANCOCK LIFE INS CO) |
| JPMORGAN EMERGING MARKETS EQ (JOHN HANCOCK LIFE INS CO) |
| 500 INDEX FUND (JOHN HANCOCK LIFE INS CO) |
AGATE, INC. 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 2021, the total retirement plan assets of AGATE, INC. 401(K) PLAN is $3,506,415.00.This plan was established in 2022.
At the end of 2021, the total number of retirement plan participants in AGATE, INC. 401(K) PLAN is 109
In 2021, the average participant retirement account value for AGATE, INC. 401(K) PLAN is $32,168.00
In 2021, the estimated average employee contribution amount per participant for AGATE, INC. 401(K) PLAN is $2,946.00
In 2021, the estimated average employer match for an employee in AGATE, INC. 401(K) PLAN is approximately $792.00
In 2021, AGATE, INC. 401(K) PLAN allocates $86,355.00 to match its employees' contributions, providing an employer match rate of 26.88% of their contributions
In 2021, the total retirement plan asset growth rate of AGATE, INC. 401(K) PLAN is 34.66%
In 2021, the estimated aggregate retirement account investment gain/loss for AGATE, INC. 401(K) PLAN is 10.80%. This measures the effectiveness of the plan participants' investments in the year.
In 2021, the investment and administrative expense ratio of AGATE, INC. 401(K) PLAN is 0.71%.
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