ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN

  • Address: 710 BARRET AVENUE,LOUISVILLE,KY
  • Phone: (502) 562-1985
Investment Options of ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN (as of 2021)
AMERICAN FUNDS AMCAP RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
INVESCO DIVERSIFIED DIVIDEND RET OP (TRANSAMERICA LIFE INSURANCE COMPANY)
TA VANGUARD TOTAL STOCK MARKET INDE (TRANSAMERICA LIFE INSURANCE COMPANY)
FRANKLIN RISING DIVIDENDS RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
STATE STREET U.S. BOND INDEX RET OP (TRANSAMERICA LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
DFA INFLATION-PROTECTED SECURITIES (TRANSAMERICA LIFE INSURANCE COMPANY)
LORD ABBETT TOTAL RETURN RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
AMERICAN FUNDS SMALLCAP WORLD RET O (TRANSAMERICA LIFE INSURANCE COMPANY)
STATE STREET INTERNATIONAL INDEX RE (TRANSAMERICA LIFE INSURANCE COMPANY)
DFA U.S. TARGETED VALUE PORTFOLIO R (TRANSAMERICA LIFE INSURANCE COMPANY)
JANUS HENDERSON TRITON RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA PARTNERS HIGH YIELD BO (TRANSAMERICA LIFE INSURANCE COMPANY)
TEMPLETON GLOBAL BOND RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
FRANKLIN SMALL-MID CAP GROWTH RET O (TRANSAMERICA LIFE INSURANCE COMPANY)
TA VANGUARD REAL ESTATE INDEX RET O (TRANSAMERICA LIFE INSURANCE COMPANY)
ALLSPRING SMALL COMPANY VALUE RET O (TRANSAMERICA LIFE INSURANCE COMPANY)
GOLDMAN SACHS MID CAP VALUE RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
STATE STREET S&P MID CAP INDEX RET (TRANSAMERICA LIFE INSURANCE COMPANY)

ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS 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 2021, the total retirement plan assets of ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is $593,691.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is 110

In 2021, the average participant retirement account value for ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is $5,397.00

In 2021, the estimated average employee contribution amount per participant for ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is $1,254.00

In 2021, the estimated average employer match for an employee in ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is approximately $543.00

In 2021, ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN allocates $59,804.00 to match its employees' contributions, providing an employer match rate of 43.33% of their contributions

In 2021, the total retirement plan asset growth rate of ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is 20.92%

In 2021, the estimated aggregate retirement account investment gain/loss for ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is 12.10%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of ALLTRADE SERVICE SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN is 1.16%.

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 ...