ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

  • Address: 11342 I.H. 35 NORTH,SAN ANTONIO,TX
  • Contact person: SHARON HARRISON
  • Phone: (210) 655-8882
Investment Options of ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST (as of 2022)
JH MULTI-INDEX 2065 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2055 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTI-INDEX 2040 PRESERV (JOHN HANCOCK USA)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA)
DFA EMERGING MARKETS VALUE (JOHN HANCOCK USA)
DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA)
FIDELITY REAL ESTATE INDEX (JOHN HANCOCK USA)
FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA)
INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
AF CAPITAL WORLD BOND FUND (JOHN HANCOCK USA)
AF US GOVERNMENT SECURITIES (JOHN HANCOCK USA)
CORE BOND FUND (JOHN HANCOCK USA)
INVESCO INTERNATIONAL BOND (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JH STABLE VAL GNTD INCOME FUND (JOHN HANCOCK USA)
PGIM JENNISON MID CAP GROWTH (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
DFA INTERNATIONAL VALUE (JOHN HANCOCK USA)
FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
JOHN HANCOCK U.S. GROWTH FUND (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
PIMCO COMMODITY REAL RETURN (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
AF CAPITAL INCOME BUILDER (JOHN HANCOCK USA)
AF THE INCOME FUND OF AMERICA (JOHN HANCOCK USA)
VANGUARD BALANCED INDEX FUND (JOHN HANCOCK USA)

ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is $4,576,745.00.This plan was established in 2010.

At the end of 2022, the total number of retirement plan participants in ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is 109

In 2022, the average participant retirement account value for ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is $41,988.00

In 2022, the estimated average employee contribution amount per participant for ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is $1,401.00

In 2022, the estimated average employer match for an employee in ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is approximately $414.00

In 2022, ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST allocates $45,184.00 to match its employees' contributions, providing an employer match rate of 29.31% of their contributions

In 2022, the total retirement plan asset growth rate of ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is -17.98%

In 2022, the estimated aggregate retirement account investment gain/loss for ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is -20.09%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALTEX ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST is 0.85%.

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