ANDERSON AUTO GROUP 401(K) PLAN
- Address: 6510 SHOWPLACE AVENUE,LAKE HAVASU,AZ
- Contact person: RICK ROBERTS
- Phone: (928) 764-2886
Investment Options of ANDERSON AUTO GROUP 401(K) PLAN (as of 2022) |
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AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
Click for all funds ↓↓↓ |
AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA) |
AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA) |
ALLSPRING SPECIAL MIDCAP VALUE (JOHN HANCOCK USA) |
AMERICAN CENTURY EM FUND (JOHN HANCOCK USA) |
AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA) |
AMERICAN FUNDS SMALLCAP WORLD (JOHN HANCOCK USA) |
DFA INTL SMALL CAP VALUE (JOHN HANCOCK USA) |
DFA INTL SMALL COMPANY FUND (JOHN HANCOCK USA) |
FIDELITY REAL ESTATE INDEX (JOHN HANCOCK USA) |
HARTFORD MIDCAP FUND (JOHN HANCOCK USA) |
ISHARES GOLD TRUST ETF (JOHN HANCOCK USA) |
JANUS HENDERSON GBL LIFE SCI (JOHN HANCOCK USA) |
NUVEEN SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
T. ROWE PRICE QM US SC GRTH EQ (JOHN HANCOCK USA) |
VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
VANGUARD MATERIALS INDEX FUND (JOHN HANCOCK USA) |
500 INDEX FUND (JOHN HANCOCK USA) |
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA) |
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
MFS VALUE FUND (JOHN HANCOCK USA) |
PUTNAM GROWTH OPPORTUNITIES (JOHN HANCOCK USA) |
TIAA-CREF LARGE-CAP GROWTH IDX (JOHN HANCOCK USA) |
TIAA-CREF LARGE-CAP VALUE IDX (JOHN HANCOCK USA) |
VANGUARD EQUITY-INCOME FUND (JOHN HANCOCK USA) |
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
DWS RREEF GBL INFRASTRUCTURE (JOHN HANCOCK USA) |
FIDELITY ADVISOR BALANCED FUND (JOHN HANCOCK USA) |
MFS EMERGING MARKETS DEBT (JOHN HANCOCK USA) |
MFS UTILITIES FUND (JOHN HANCOCK USA) |
CORE BOND FUND (JOHN HANCOCK USA) |
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
LORD ABBETT HIGH YIELD FUND (JOHN HANCOCK USA) |
FEDERATED CAPITAL PRESERVATION (JOHN HANCOCK USA) |
ANDERSON AUTO GROUP 401(K) PLAN has the following features:
Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
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 ANDERSON AUTO GROUP 401(K) PLAN is $3,607,214.00.This plan was established in 2018.
At the end of 2022, the total number of retirement plan participants in ANDERSON AUTO GROUP 401(K) PLAN is 463
In 2022, the average participant retirement account value for ANDERSON AUTO GROUP 401(K) PLAN is $7,790.00
In 2022, the estimated average employee contribution amount per participant for ANDERSON AUTO GROUP 401(K) PLAN is $2,391.00
In 2022, the estimated average employer match for an employee in ANDERSON AUTO GROUP 401(K) PLAN is approximately $151.00
In 2022, ANDERSON AUTO GROUP 401(K) PLAN allocates $70,077.00 to match its employees' contributions, providing an employer match rate of 6.87% of their contributions
In 2022, the total retirement plan asset growth rate of ANDERSON AUTO GROUP 401(K) PLAN is 6.64%
In 2022, the estimated aggregate retirement account investment gain/loss for ANDERSON AUTO GROUP 401(K) PLAN is -16.24%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ANDERSON AUTO GROUP 401(K) PLAN is 1.30%.
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