ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN

  • Address: 700 KAPKOWSKI ROAD,ELIZABETH,NJ
  • Phone: (908) 929-5000
Investment Options of ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN (as of 2022)
MORLEY STABLE VALUE FUND (UNION BOND & TRUST)
BLACKROCK EQUITY INDEX (WILMINGTON TRUST)
BLACKROCK MID CAP EQUITY INDEX (WILMINGTON TRUST)
BLACKROCK RUSSELL 2000 INDEX (WILMINGTON TRUST)
BLACKROCK EAFE EQUITY INDEX FUND (WILMINGTON TRUST)
Click for all funds ↓↓↓
BLACKROCK US DEBT EQUITY INDEX (WILMINGTON TRUST)

ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.

At the end of 2022, the total retirement plan assets of ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is $57,453,485.00.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is 465

In 2022, the average participant retirement account value for ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is $123,555.00

In 2022, the estimated average employee contribution amount per participant for ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is $5,660.00

In 2022, the estimated average employer match for an employee in ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is approximately $2,005.00

In 2022, ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN allocates $932,511.00 to match its employees' contributions, providing an employer match rate of 35.20% of their contributions

In 2022, the total retirement plan asset growth rate of ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is -17.54%

In 2022, the estimated aggregate retirement account investment gain/loss for ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is -17.23%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN is 0.22%.

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 ...