APTERA SOFTWARE INC. 401(K) PLAN

  • Address: 113 W. BERRY STREET,FORT WAYNE,IN
  • Contact person: GINA LOGOZAR
  • Phone: (260) 969-1410
Investment Options of APTERA SOFTWARE INC. 401(K) PLAN (as of 2022)
AB GLOBAL BOND FUND Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
AB HIGH INCOME FUND Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
AB LARGE CAP GRW FND Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
AMER BCN SMALL CAP VALUE R5 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
AMERICAN FUNDS AM BALANCED R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
Click for all funds ↓↓↓
AMERICAN FUNDS CAP WLD G&I R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
AMERICAN FUNDS NEW WORLD R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
AMERICAN FUNDS WASH MTUAL R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
COLUMBIA BALANCED FUND I3 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
DFA GLOBAL REAL EST SEC PT INS (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
EATON VANCE-ATL CP SMIDCP F R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
INV OPP INTL GROWTH R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
JPMORGAN US EQUITY FUND R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
MFS RESEARCH INTL FUND R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
MFS TECHNOLOGY FUND R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
PGIM QMA MID-CAP VALUE FUND R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
PIONEER BOND FUND K (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
PIONEER STRATEGIC INCOME FND K (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VANGRD 500 INDEX FUND ADM (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VANGRD INFO TECH INDX FD ADM (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VANGRD MID-CAP INDEX FUND ADM (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VANGRD SMALL-CAP INDEX FND ADM (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA FIXED ACCOUNT (4062) (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2020 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2035 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2040 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2045 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2050 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2055 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION 2060 P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA INDEX SOLUTION INC P Z (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)
VOYA SMCP OPPORT PORT R6 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT)

APTERA SOFTWARE INC. 401(K) 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 APTERA SOFTWARE INC. 401(K) PLAN is $4,021,447.00.This plan was established in 2011.

At the end of 2022, the total number of retirement plan participants in APTERA SOFTWARE INC. 401(K) PLAN is 117

In 2022, the average participant retirement account value for APTERA SOFTWARE INC. 401(K) PLAN is $34,371.00

In 2022, the estimated average employee contribution amount per participant for APTERA SOFTWARE INC. 401(K) PLAN is $4,777.00

In 2022, the estimated average employer match for an employee in APTERA SOFTWARE INC. 401(K) PLAN is approximately $1,608.00

In 2022, APTERA SOFTWARE INC. 401(K) PLAN allocates $188,212.00 to match its employees' contributions, providing an employer match rate of 31.77% of their contributions

In 2022, the total retirement plan asset growth rate of APTERA SOFTWARE INC. 401(K) PLAN is 0.00%

In 2022, the estimated aggregate retirement account investment gain/loss for APTERA SOFTWARE INC. 401(K) PLAN is -17.41%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of APTERA SOFTWARE INC. 401(K) PLAN is 0.75%.

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