APOGEE MEDICAL GROUP INC 401K PLAN

  • Address: 15059 N. SCOTTSDALE ROAD, SUITE 600,SCOTTSDALE,AZ
  • Contact person: KRISTIE BULLIS
  • Phone: (602) 778-3601
Investment Options of APOGEE MEDICAL GROUP INC 401K PLAN (as of 2022)
SECURIAN AM S&P 500 INDEX (MINNESOTA LIFE INSURANCE COMPANY)
SECURIAN AM S&P 500/CITIGRP GR (MINNESOTA LIFE INSURANCE COMPANY)
DODGE & COX STK FUND (MINNESOTA LIFE INSURANCE COMPANY)
AMERICAN CENTURY EQUITY INC R6 (MINNESOTA LIFE INSURANCE COMPANY)
DFA U.S. SMALL CAP PORTFOLIO (MINNESOTA LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
DODGE & COX INTL STOCK FUND (MINNESOTA LIFE INSURANCE COMPANY)
DFA US LARGE CAP VALUE PORT (MINNESOTA LIFE INSURANCE COMPANY)
VGD EXTENDED MKT IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
DFA U.S. TARGETED VALUE PORT (MINNESOTA LIFE INSURANCE COMPANY)
DFA INTL SMALL COMPANY PORT (MINNESOTA LIFE INSURANCE COMPANY)
DODGE & COX INCOME FUND (MINNESOTA LIFE INSURANCE COMPANY)
TR PRICE INTERNATIONAL STOCK (MINNESOTA LIFE INSURANCE COMPANY)
T. ROWE PRICE HEALTH SCIENCES (MINNESOTA LIFE INSURANCE COMPANY)
JANUS HENDERSON TRITON N (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD REAL ESTATE INDEX ADM (MINNESOTA LIFE INSURANCE COMPANY)
JANUS OPPORTUNISTIC GROWTH (MINNESOTA LIFE INSURANCE COMPANY)
VGD TTL INTL BD IDX ADMIRAL (MINNESOTA LIFE INSURANCE COMPANY)
DFA CMDTY STRAT INSTITUT (MINNESOTA LIFE INSURANCE COMPANY)
DFA US SOC COR EQ 2 PRT (MINNESOTA LIFE INSURANCE COMPANY)
PINEBRIDGE DYN ASST ALLC INSTL (MINNESOTA LIFE INSURANCE COMPANY)
MASTER SEPARATE ACCOUNT (MINNESOTA LIFE INSURANCE COMPANY)

APOGEE MEDICAL GROUP INC 401K 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 APOGEE MEDICAL GROUP INC 401K PLAN is $96,065,581.00.This plan was established in 2002.

At the end of 2022, the total number of retirement plan participants in APOGEE MEDICAL GROUP INC 401K PLAN is 1566

In 2022, the average participant retirement account value for APOGEE MEDICAL GROUP INC 401K PLAN is $61,344.00

In 2022, the estimated average employee contribution amount per participant for APOGEE MEDICAL GROUP INC 401K PLAN is $7,560.00

In 2022, the estimated average employer match for an employee in APOGEE MEDICAL GROUP INC 401K PLAN is approximately $220.00

In 2022, APOGEE MEDICAL GROUP INC 401K PLAN allocates $344,705.00 to match its employees' contributions, providing an employer match rate of 2.88% of their contributions

In 2022, the total retirement plan asset growth rate of APOGEE MEDICAL GROUP INC 401K PLAN is -6.79%

In 2022, the estimated aggregate retirement account investment gain/loss for APOGEE MEDICAL GROUP INC 401K PLAN is -14.03%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of APOGEE MEDICAL GROUP INC 401K PLAN is 0.02%.

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