ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN

  • Address: 3600 VANDERBILT ROAD,BIRMINGHAM,AL
  • Contact person: MARY PLOTT
  • Phone: (205) 808-4840
Investment Options of ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN (as of 2022)
T. ROWE PRICE RETIREMENT 2055 TRUST (T. ROWE PRICE)
T. ROWE PRICE BLUE CHIP GROWTH TRUS (T. ROWE PRICE)
GALLIARD STABLE RETURN FUND C (GALLIARD CAPITAL MNGT)
RESOURCES DIVERSIFIED EQUITY CL 1 (ALTA TRUST)
RESOURCES DIVERSIFIED FIXED INC CL (ALTA TRUST)
Click for all funds ↓↓↓
RESOURCES DIVERS RISK MITIGATION CL (ALTA TRUST)
T. ROWE PRICE RETIREMENT 2020 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2030 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2035 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2060 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2010 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2015 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2025 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2040 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2045 TRUST (T. ROWE PRICE)
T. ROWE PRICE RETIREMENT 2050 TRUST (T. ROWE PRICE)

ASSOCIATED GROCERS OF THE SOUTH 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 ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is $8,485,771.00.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is 255

In 2022, the average participant retirement account value for ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is $33,277.00

In 2022, the estimated average employee contribution amount per participant for ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is $2,238.00

In 2022, the estimated average employer match for an employee in ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is approximately $1,212.00

In 2022, ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN allocates $309,091.00 to match its employees' contributions, providing an employer match rate of 53.62% of their contributions

In 2022, the total retirement plan asset growth rate of ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is -23.27%

In 2022, the estimated aggregate retirement account investment gain/loss for ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is -15.99%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN is 0.55%.

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