AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST

  • Address: 3509 AMERICAN WAY,EVANSVILLE,IN
  • Contact person: STACY PALSTRING
  • Phone: (812) 464-8781
Investment Options of AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST (as of 2022)
LINCOLN LIFE SEPARATE ACCOUNT 4K (LINCOLN NATIONAL LIFE INSURANCE CO.)


At the end of 2022, the total retirement plan assets of AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is $6,977,556.00.This plan was established in 1987.

At the end of 2022, the total number of retirement plan participants in AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is 280

In 2022, the average participant retirement account value for AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is $24,919.00

In 2022, the estimated average employee contribution amount per participant for AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is $1,363.00

In 2022, the estimated average employer match for an employee in AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is approximately $325.00

In 2022, AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST allocates $91,259.00 to match its employees' contributions, providing an employer match rate of 24.83% of their contributions

In 2022, the total retirement plan asset growth rate of AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is -14.45%

In 2022, the estimated aggregate retirement account investment gain/loss for AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is -11.24%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST is 0.79%.

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 ...