AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN

  • Address: 3835 DAVISON ROAD,FLINT,MI
  • Contact person: LELAND MOHRMAN
  • Phone: (810) 742-3411
Investment Options of AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN (as of 2022)
PRINCIPAL SMALLCAP SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN GOVT & HQ BOND SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIQUID ASSETS SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN INTL SMALLCAP SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRINCIPAL U.S. PROPERTY SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
PRIN CORE PLUS BOND SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN DIVERSIFIED INTL SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LGCP S&P 500 INDEX SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP VALUE I SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP S&P 400 IDX SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP GROWTH III SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP GROWTH I SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP GROWTH I SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP VALUE III SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN FIN GRP, INC. STOCK SA-R6 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP VALUE II SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SAM BALANCED SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SAM CONS BALANCED SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SAM CONS GROWTH SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SAM FLEXIBLE INCOME SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SAM STRAT GROWTH SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME HYBR 2010 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2015 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2020 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2025 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2030 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2035 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2040 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2045 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2050 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2055 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR INC CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN BLUE CHIP SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME HYBR 2060 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HYBR 2065 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO)

AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN has the following features:
    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 AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is $8,238,851.00.This plan was established in 1989.

At the end of 2022, the total number of retirement plan participants in AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is 104

In 2022, the average participant retirement account value for AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is $79,219.00

In 2022, the estimated average employee contribution amount per participant for AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is $3,704.00

In 2022, the estimated average employer match for an employee in AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is approximately $599.00

In 2022, AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN allocates $62,321.00 to match its employees' contributions, providing an employer match rate of 16.10% of their contributions

In 2022, the total retirement plan asset growth rate of AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is -13.34%

In 2022, the estimated aggregate retirement account investment gain/loss for AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is -15.83%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AL BOURDEAU INSURANCE SERVICE, INC. 401(K) PLAN is 0.25%.

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