ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN

  • Address: 220 WEST TWENTIETH AVENUE,SAN MATEO,CA
  • Contact person: HENRY CHEN
  • Phone: (650) 573-1111
Investment Options of ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN (as of 2022)
AB HIGH INCOME RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FUNDS GROWTH FUND OF AMERI (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FUNDS NEW PERSPECTIVE RET (TRANSAMERICA FINANCIAL LIFE INS CO)
BLACKROCK GLOBAL ALLOCATION RET ACC (TRANSAMERICA FINANCIAL LIFE INS CO)
BLACKROCK HEALTH SCIENCES OPS RET A (TRANSAMERICA FINANCIAL LIFE INS CO)
Click for all funds ↓↓↓
FRANKLIN UTILITIES RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
OPPENHEIMER DEVELOPING MARKETS RET (TRANSAMERICA FINANCIAL LIFE INS CO)
JANUS HENDERSON ENTERPRISE RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
JANUS HENDERSON TRITON RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
NUVEEN REAL ESTATE SECURITIES RET A (TRANSAMERICA FINANCIAL LIFE INS CO)
OAKMARK INTERNATIONAL RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
PRUDENTIAL JENNISON NATURAL RESOURC (TRANSAMERICA FINANCIAL LIFE INS CO)
PRUDENTIAL TOTAL RETURN BOND RET AC (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET S&P MID CAP INDEX RET (TRANSAMERICA FINANCIAL LIFE INS CO)
TEMPLETON GLOBAL BOND RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2025 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2030 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2035 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2040 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2045 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2050 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2055 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX 2060 RE (TRANSAMERICA FINANCIAL LIFE INS CO)
TA BLACKROCK LIFEPATH INDEX RETIREM (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA PARTNERS STOCK INDEX R (TRANSAMERICA FINANCIAL LIFE INS CO)
VICTORY SYCAMORE ESTABLISHED VALUE (TRANSAMERICA FINANCIAL LIFE INS CO)
VIRTUS CEREDEX LARGE-CAP VALUE EQUI (TRANSAMERICA FINANCIAL LIFE INS CO)

ANDREINI & COMPANY 401(K) PROFIT SHARING 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 ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is $35,665,808.00.This plan was established in 1987.

At the end of 2022, the total number of retirement plan participants in ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is 205

In 2022, the average participant retirement account value for ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is $173,979.00

In 2022, the estimated average employee contribution amount per participant for ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is $3,513.00

In 2022, the estimated average employer match for an employee in ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is approximately $701.00

In 2022, ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN allocates $143,723.00 to match its employees' contributions, providing an employer match rate of 19.62% of their contributions

In 2022, the total retirement plan asset growth rate of ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is 0.00%

In 2022, the estimated aggregate retirement account investment gain/loss for ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is 158.01%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ANDREINI & COMPANY 401(K) PROFIT SHARING PLAN is 0.25%.

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 ...