ATHLETICS INVESTMENT GROUP 401(K) PLAN

  • Address: 7000 COLISEUM WAY,OAKLAND,CA
  • Contact person: MATTHEW CAUSEY
  • Phone: (510) 638-4900
Investment Options of ATHLETICS INVESTMENT GROUP 401(K) PLAN (as of 2022)
SCHWAB INDEXED RET TR FUND 2010 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2015 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2020 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2025 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2030 (CHARLES SCHWAB TRUST BANK)
Click for all funds ↓↓↓
WILMGTTR CIT II GALLIARD RET INC FD (WILMINGTON TRUST, N.A.)
SCHWAB INDEXED RET TR FUND 2035 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2040 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2045 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2050 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2055 (CHARLES SCHWAB TRUST BANK)
SCHWAB INDEXED RET TR FUND 2060 (CHARLES SCHWAB TRUST BANK)

ATHLETICS INVESTMENT GROUP 401(K) 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

At the end of 2022, the total retirement plan assets of ATHLETICS INVESTMENT GROUP 401(K) PLAN is $28,123,411.00.This plan was established in 1986.

At the end of 2022, the total number of retirement plan participants in ATHLETICS INVESTMENT GROUP 401(K) PLAN is 1465

In 2022, the average participant retirement account value for ATHLETICS INVESTMENT GROUP 401(K) PLAN is $19,196.00

In 2022, the estimated average employee contribution amount per participant for ATHLETICS INVESTMENT GROUP 401(K) PLAN is $1,272.00

In 2022, the estimated average employer match for an employee in ATHLETICS INVESTMENT GROUP 401(K) PLAN is approximately $958.00

In 2022, ATHLETICS INVESTMENT GROUP 401(K) PLAN allocates $1,403,636.00 to match its employees' contributions, providing an employer match rate of 78.02% of their contributions

In 2022, the total retirement plan asset growth rate of ATHLETICS INVESTMENT GROUP 401(K) PLAN is -20.13%

In 2022, the estimated aggregate retirement account investment gain/loss for ATHLETICS INVESTMENT GROUP 401(K) PLAN is -15.28%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ATHLETICS INVESTMENT GROUP 401(K) PLAN is 0.26%.

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