AUVIL FRUIT 401(K) PLAN
- Address: 21902 STATE ROUTE 97,ORONDO,WA
- Contact person: GRETCHEN WOODS
- Phone: (509) 784-1711
| Investment Options of AUVIL FRUIT 401(K) PLAN (as of 2022) |
|---|
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS AGGRESSIVE (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS GROWTH (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS BALANCED (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS MODERATE (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS CONSERV (JOHN HANCOCK USA) |
| AMERICAN FUNDS SMALLCAP WORLD (JOHN HANCOCK USA) |
| COLUMBIA OVERSEAS VALUE FUND (JOHN HANCOCK USA) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| SPROTT GOLD EQUITY FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| DODGE & COX STOCK FUND (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
At the end of 2022, the total retirement plan assets of AUVIL FRUIT 401(K) PLAN is $6,942,500.00.This plan was established in 2016.
At the end of 2022, the total number of retirement plan participants in AUVIL FRUIT 401(K) PLAN is 1096
In 2022, the average participant retirement account value for AUVIL FRUIT 401(K) PLAN is $6,334.00
In 2022, the estimated average employee contribution amount per participant for AUVIL FRUIT 401(K) PLAN is $810.00
In 2022, the estimated average employer match for an employee in AUVIL FRUIT 401(K) PLAN is approximately $462.00
In 2022, AUVIL FRUIT 401(K) PLAN allocates $507,149.00 to match its employees' contributions, providing an employer match rate of 69.66% of their contributions
In 2022, the total retirement plan asset growth rate of AUVIL FRUIT 401(K) PLAN is -9.77%
In 2022, the estimated aggregate retirement account investment gain/loss for AUVIL FRUIT 401(K) PLAN is -15.31%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of AUVIL FRUIT 401(K) PLAN is 0.80%.
Articles on Retirement Plans
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article, we'll...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
401k Company Match: How To Maximize Your Free Money
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Retirement Calculator
See how much you can save for retirement.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Investment Calculator
Grow your wealth and see the power of compounding
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...