ANDERSON HONDA 401(K) PLAN & TRUST

  • Address: 1766 EMBARCADERO ROAD,PALO ALTO,CA
  • Phone: (650) 856-6000
Investment Options of ANDERSON HONDA 401(K) PLAN & TRUST (as of 2022)
AGGRESSIVE MANAGED ACCOUNT PORTFOLI (WILMINGTON TRUST)
GROWTH MANAGED ACCOUNT PORTFOLIO (WILMINGTON TRUST)
MODERATE MANAGED ACCOUNT PORTFOLIO (WILMINGTON TRUST)
CONSERVATIVE MANAGED ACCOUNT PORTFO (WILMINGTON TRUST)
RELIANCE NY LIFE ANCHOR SERIES 1 CL (RELIANCE TRUST COMPANY)
Click for all funds ↓↓↓
MFS LARGE CAP VALUE CIT CLASS CT (WILMINGTON TRUST COMPANY)
MFS MID CAP GROWTH FUND CT (WILMINGTON TRUST COMPANY)
MID CAP VALUE CIT CLASS CT (WILMINGTON TRUST COMPANY)
NT CIT AGGREGATE BOND INDEX NL T4 (NORTHERN FUNDS)
NT CIT EXTND MKT INDEX DC NL T4 (NORTHERN FUNDS)
NT CIT S&P 500 INDEX DC NL T4 (NORTHERN FUNDS)

ANDERSON HONDA 401(K) PLAN & 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 ANDERSON HONDA 401(K) PLAN & TRUST is $5,524,319.00.This plan was established in 2000.

At the end of 2022, the total number of retirement plan participants in ANDERSON HONDA 401(K) PLAN & TRUST is 115

In 2022, the average participant retirement account value for ANDERSON HONDA 401(K) PLAN & TRUST is $48,037.00

In 2022, the estimated average employee contribution amount per participant for ANDERSON HONDA 401(K) PLAN & TRUST is $2,717.00

In 2022, the estimated average employer match for an employee in ANDERSON HONDA 401(K) PLAN & TRUST is approximately $8.00

In 2022, ANDERSON HONDA 401(K) PLAN & TRUST allocates $995.00 to match its employees' contributions, providing an employer match rate of 0.31% of their contributions

In 2022, the total retirement plan asset growth rate of ANDERSON HONDA 401(K) PLAN & TRUST is -13.95%

In 2022, the estimated aggregate retirement account investment gain/loss for ANDERSON HONDA 401(K) PLAN & TRUST is -16.03%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ANDERSON HONDA 401(K) PLAN & TRUST is 1.02%.

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