ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN

  • Address: 2186 E CENTRE AVE,PORTAGE,MI
  • Contact person: VALERIE MEDEMA
  • Phone: (269) 321-2610
Investment Options of ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN (as of 2022)
SMALL CAP GROUWTH FUND II CLASS R1 (AST WILMINGTON TRUST)
LARGE CAP GROWTH FUND III CLASS R1 (AST WILMINGTON TRUST)
MID CAP GROWH FUND CLASS R1 (AST WILMINGTON TRUST)
WILLIAMTON TRUST AMER FDS 2010 CLI (AST WILMINGTON TRUST)
WILLIAMTON TRUST AMER FDS 2020 CLI (AST WILMINGTON TRUST)
Click for all funds ↓↓↓
WILMINGTON TRUST AMER FDS 2030 CLI (AST WILMINGTON TRUST)
WILMINGTON TRUST AMER FDS 2035 CLI (AST WILMINGTON TRUST)
WILMINGTON TRUST AMER FDS 2040 CLI (AST WILMINGTON TRUST)
WILMINGTON TRUST AMER FDS 2050 CLI (AST WILMINGTON TRUST)
WILMINGTON TRUST AMER FDS 2060 CLI (AST WILMINGTON TRUST)
PRIN MIDCP SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIQUID ASSETS SEPT ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN GLBL EMERG MARKETS SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN INTL SMALL CAP SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANAY)
PRIN MIDCAP GROWTH SEPT ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANAY)
PRIN U.S. PROPERTY SEPT ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANAY)
PRIN CORE PLUS BOND SEP ACT-R4 (PRINCIPAL LIFE INSURANCE COMPANAY)
PRIN LGCAP S& P 500 INDEX SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MID CAP VALUE I SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN INTL I SEPARATE ACCT R-4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP S&P 600 INDEX SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MID CAP S&P 400 IDX SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMALLCAP GROWN I SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGCAP GROWTH I SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFE TIME 2010 SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2020 SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2030 SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2040 SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2050 SEP ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETEIM STRAT INC SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN FIN GRP, INC. STOCK SA-R6 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMALL CAP VALUE II SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN CAPITAL APPR SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN EQUITY INCOME SA-R4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2026 SEPT ACCT-R4 (PRINCIPAL LIFE INSURANCE COMPANY)

ALLEN EDWIN HOMES 401(K) RETIREMENT 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 ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is $11,680,991.00.This plan was established in 1998.

At the end of 2022, the total number of retirement plan participants in ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is 137

In 2022, the average participant retirement account value for ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is $85,262.00

In 2022, the estimated average employee contribution amount per participant for ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is $5,371.00

In 2022, the estimated average employer match for an employee in ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is approximately $3,514.00

In 2022, ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN allocates $481,518.00 to match its employees' contributions, providing an employer match rate of 62.25% of their contributions

In 2022, the total retirement plan asset growth rate of ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is -18.91%

In 2022, the estimated aggregate retirement account investment gain/loss for ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is -17.66%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN is 0.15%.

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