AMEREX GROUP 401(K) PROFIT SHARING PLAN

  • Address: 512 7TH AVENUE,NEW YORK,NY
  • Phone: (212) 609-3000
Investment Options of AMEREX GROUP 401(K) PROFIT SHARING PLAN (as of 2022)
BLACKROCK LIFEPATH INDEX 2065 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2055 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
BLACKROCK LIFEPATH INDEX 2040 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2035 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2030 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2025 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX RET (JOHN HANCOCK USA)
ABERDEEN EM SUSTAINABLE LEADER (JOHN HANCOCK USA)
DFA INTERNATIONAL VALUE (JOHN HANCOCK USA)
DFA U.S. SMALL CAP FUND (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)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
ROYCE OPPORTUNITY (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
CLEARBRIDGE AGGRESSIVE GROWTH (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
INVESCO EQV INTL EQUITY FUND (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
HIGH YIELD FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)

AMEREX GROUP 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 AMEREX GROUP 401(K) PROFIT SHARING PLAN is $14,685,315.00.This plan was established in 1989.

At the end of 2022, the total number of retirement plan participants in AMEREX GROUP 401(K) PROFIT SHARING PLAN is 119

In 2022, the average participant retirement account value for AMEREX GROUP 401(K) PROFIT SHARING PLAN is $123,406.00

In 2022, the estimated average employee contribution amount per participant for AMEREX GROUP 401(K) PROFIT SHARING PLAN is $4,041.00

In 2022, the estimated average employer match for an employee in AMEREX GROUP 401(K) PROFIT SHARING PLAN is approximately $1,319.00

In 2022, AMEREX GROUP 401(K) PROFIT SHARING PLAN allocates $157,028.00 to match its employees' contributions, providing an employer match rate of 32.93% of their contributions

In 2022, the total retirement plan asset growth rate of AMEREX GROUP 401(K) PROFIT SHARING PLAN is -13.18%

In 2022, the estimated aggregate retirement account investment gain/loss for AMEREX GROUP 401(K) PROFIT SHARING PLAN is -15.32%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AMEREX GROUP 401(K) PROFIT SHARING PLAN is 0.28%.

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 ...