ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST
- Address: 841 LATOUR COURT, SUITE A,NAPA,CA
- Phone: (707) 402-8870
| Investment Options of ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST (as of 2022) |
|---|
| AMERICAN FUNDS 2020 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2025 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2030 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2035 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2040 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2045 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2050 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2055 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2060 TARGET DATE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS NEW PERSPECTIVE R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS NEW WORLD R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| ISHARES MSCI EAFE INTERNATIONAL INK (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS 2010 TRGT DATE RETIR (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| BLACKROCK HEALTH SCIENCES OPPS K (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| FIDELITY REAL ESTATE INDEX INSTITUT (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| MFS TECHNOLOGY R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| ISHARES RUSSELL 2000 SMALL-CAP INDE (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| JP MORGAN SMALL CAP GROWTH R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| ISHARES RUSSELL MID-CAP INDEX K (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| T. ROWE PRICE DIVERSIFIED MID CAP G (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| ISHARES S&P 500 INDEX K (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| T. ROWE PRICE BLUE CHIP GROWTH I (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS AMERICAN BALANCED R6 (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| ISHARES US AGGREGATE BOND INDEX K (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| BLACKROCK TOTAL RETURN K (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| PIMCO LONG-TERM CREDIT BOND INST (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| KEY GUARANTEED PORTFOLIO FUND (GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY) |
| AMERICAN FUNDS EUROPACIFIC GR R6 (GREAT-WEST LIFE & ANNUITY INSURANCE CO.) |
ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $4,410,941.00.This plan was established in 2012.
At the end of 2022, the total number of retirement plan participants in ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 331
In 2022, the average participant retirement account value for ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $13,326.00
In 2022, the estimated average employee contribution amount per participant for ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $1,308.00
In 2022, the estimated average employer match for an employee in ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is approximately $701.00
In 2022, ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST allocates $232,291.00 to match its employees' contributions, providing an employer match rate of 53.64% of their contributions
In 2022, the total retirement plan asset growth rate of ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is -5.07%
In 2022, the estimated aggregate retirement account investment gain/loss for ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is -15.92%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ATLAS VINEYARD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 0.57%.
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