ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN

  • Address: 1 E. LINCOLN AVENUE,VALLEY STREAM,NY
  • Phone: (718) 276-3000
Investment Options of ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN (as of 2022)
BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK NEW YORK)
BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK NEW YORK)
BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2065 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2060 LIFETIME (JOHN HANCOCK NEW YORK)
Click for all funds ↓↓↓
JH MULTI-INDEX 2055 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2050 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2045 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2040 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2035 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2030 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2025 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2020 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2015 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX 2010 LIFETIME (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX LS AGGRESSIVE (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX LS GROWTH (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX LS BALANCED (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX LS MODERATE (JOHN HANCOCK NEW YORK)
JH MULTI-INDEX LS CONSERV (JOHN HANCOCK NEW YORK)
AMERICAN CENTURY HERITAGE (JOHN HANCOCK NEW YORK)
DFA U.S. SMALL CAP FUND (JOHN HANCOCK NEW YORK)
JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK NEW YORK)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK NEW YORK)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK NEW YORK)
VANGUARD ENERGY FUND (JOHN HANCOCK NEW YORK)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK NEW YORK)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK NEW YORK)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK NEW YORK)
500 INDEX FUND (JOHN HANCOCK NEW YORK)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK NEW YORK)
BLUE CHIP GROWTH FUND (JOHN HANCOCK NEW YORK)
INTL EQUITY INDEX FUND (JOHN HANCOCK NEW YORK)
T. ROWE PRICE EQUITY INC (JOHN HANCOCK NEW YORK)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK NEW YORK)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK NEW YORK)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK NEW YORK)
AF AMERICAN BALANCED FUND (JOHN HANCOCK NEW YORK)
MFS UTILITIES FUND (JOHN HANCOCK NEW YORK)
HIGH YIELD FUND (JOHN HANCOCK NEW YORK)
JOHN HANCOCK BOND FUND (JOHN HANCOCK NEW YORK)
TOTAL BOND MARKET FUND (JOHN HANCOCK NEW YORK)
MONEY MARKET FUND (JOHN HANCOCK NEW YORK)

ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING 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 ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is $6,621,699.00.This plan was established in 2022.

At the end of 2022, the total number of retirement plan participants in ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is 178

In 2022, the average participant retirement account value for ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is $37,200.00

In 2022, the estimated average employee contribution amount per participant for ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is $3,127.00

In 2022, the estimated average employer match for an employee in ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is approximately $868.00

In 2022, ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN allocates $154,558.00 to match its employees' contributions, providing an employer match rate of 31.08% of their contributions

In 2022, the total retirement plan asset growth rate of ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is 11.56%

In 2022, the estimated aggregate retirement account investment gain/loss for ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is 9.49%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN is 0.65%.

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