AMERICAN STATE BANK 401(K) PLAN

  • Address: 5555 OLD JACKSONVILLE HWY.,TYLER,TX
  • Contact person: KYLE MCCOY
  • Phone: (903) 266-5500
Investment Options of AMERICAN STATE BANK 401(K) PLAN (as of 2022)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
AMERICAN BALANCED FUND (JOHN HANCOCK USA)
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA)
T.ROWE PRICE EQUITY INC (JOHN HANCOCK USA)
JOHN HANCOCK US GROWTH FUND (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
SMALL CAP STOCK FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
CORE BOND FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
JOHN HANCOCK INTL GROWTH (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
NEW OPPORTUNITIES FUND (JOHN HANCOCK USA)
AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA)
JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK USA)
EQUITY INCOME FUND (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
JPMORGAN US EQUITY FUND (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)

AMERICAN STATE BANK 401(K) 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 AMERICAN STATE BANK 401(K) PLAN is $6,277,386.00.This plan was established in 2008.

At the end of 2022, the total number of retirement plan participants in AMERICAN STATE BANK 401(K) PLAN is 159

In 2022, the average participant retirement account value for AMERICAN STATE BANK 401(K) PLAN is $39,480.00

In 2022, the estimated average employee contribution amount per participant for AMERICAN STATE BANK 401(K) PLAN is $3,568.00

In 2022, the estimated average employer match for an employee in AMERICAN STATE BANK 401(K) PLAN is approximately $3,398.00

In 2022, AMERICAN STATE BANK 401(K) PLAN allocates $540,362.00 to match its employees' contributions, providing an employer match rate of 97.37% of their contributions

In 2022, the total retirement plan asset growth rate of AMERICAN STATE BANK 401(K) PLAN is 1.82%

In 2022, the estimated aggregate retirement account investment gain/loss for AMERICAN STATE BANK 401(K) PLAN is -10.60%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AMERICAN STATE BANK 401(K) PLAN is 0.88%.

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