AGC OF OKLAHOMA 401(K) RETIREMENT PLAN

  • Address: 605 N.W. 13TH STREET, SUITE A,OKLAHOMA CITY,OK
  • Contact person: DONAL K FORD
  • Phone: (405) 528-4605
Investment Options of AGC OF OKLAHOMA 401(K) RETIREMENT PLAN (as of 2022)
VANGUARD TOT BOND MKT IDX (SECURIAN FINANCIAL GROUP)
VANGUARD MID CAP INDEX ADMIRAL (SECURIAN FINANCIAL GROUP)
VANGUARD SMALL-CAP IDX (SECURIAN FINANCIAL GROUP)
AMER FUNDS NEW PERSP FUND (SECURIAN FINANCIAL GROUP)
VANGUARD 500 INDEX (SECURIAN FINANCIAL GROUP)
Click for all funds ↓↓↓
INVESCO INTL DVRSFD Y (SECURIAN FINANCIAL GROUP)
VANGUARD EQUITY-INCOME (SECURIAN FINANCIAL GROUP)
DFA REAL ESTATE SECURITIES I (SECURIAN FINANCIAL GROUP)
PGIM HIGH YIELD Z (SECURIAN FINANCIAL GROUP)
VANGUARD EXPLORER ADM (SECURIAN FINANCIAL GROUP)
BAIRD CORE PLUS BOND INST (SECURIAN FINANCIAL GROUP)
TIAA-CREF INTL EQ IDX INSTL (SECURIAN FINANCIAL GROUP)
FED HERMES CAP PRESERVATION R6 (SECURIAN FINANCIAL GROUP)
ALLSPRING SPECIAL SMALL CAP VL (SECURIAN FINANCIAL GROUP)
JPMORGAN LARGE CAP GROWTH (SECURIAN FINANCIAL GROUP)
FID ADVISOR INTL CAP APP I (SECURIAN FINANCIAL GROUP)


At the end of 2022, the total retirement plan assets of AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is $11,319,614.00.This plan was established in 2014.

At the end of 2022, the total number of retirement plan participants in AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is 520

In 2022, the average participant retirement account value for AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is $21,768.00

In 2022, the estimated average employee contribution amount per participant for AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is $1,089.00

In 2022, the estimated average employer match for an employee in AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is approximately $691.00

In 2022, AGC OF OKLAHOMA 401(K) RETIREMENT PLAN allocates $359,773.00 to match its employees' contributions, providing an employer match rate of 60.48% of their contributions

In 2022, the total retirement plan asset growth rate of AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is -14.17%

In 2022, the estimated aggregate retirement account investment gain/loss for AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is -16.19%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AGC OF OKLAHOMA 401(K) RETIREMENT PLAN is 0.76%.

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 ...