AVALON TRANSPORTATION 401(K) PLAN

  • Address: 1000 CORPORATE POINTE, SUITE 150,CULVER CITY,CA
  • Contact person: JEFF BRUSH
  • Phone: (310) 437-0196
Investment Options of AVALON TRANSPORTATION 401(K) PLAN (as of 2022)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
Click for all funds ↓↓↓
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
COLUMBIA DIVIDEND INCOME FUND (JOHN HANCOCK USA)
MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA)
FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
MFS VALUE FUND (JOHN HANCOCK USA)
PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA)
T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
FRANKLIN UTILITIES FUND (JOHN HANCOCK USA)
T. ROWE PRICE CAP APPRECIATION (JOHN HANCOCK USA)
FEDERATED HIGH YIELD BOND (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
PIMCO INCOME FUND (JOHN HANCOCK USA)
T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA)
TEMPLETON GLOBAL BOND FUND (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA)
AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2015 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2010 TD (JOHN HANCOCK USA)
JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2015 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA)
ALLSPRING SPECIAL MIDCAP VALUE (JOHN HANCOCK USA)
CARILLON EAGLE MID CAP GROWTH (JOHN HANCOCK USA)
DFA EMERGING MARKETS VALUE (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
PARNASSUS MID CAP FUND (JOHN HANCOCK USA)

AVALON TRANSPORTATION 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.

At the end of 2022, the total retirement plan assets of AVALON TRANSPORTATION 401(K) PLAN is $2,242,255.00.This plan was established in 1998.

At the end of 2022, the total number of retirement plan participants in AVALON TRANSPORTATION 401(K) PLAN is 293

In 2022, the average participant retirement account value for AVALON TRANSPORTATION 401(K) PLAN is $7,652.00

In 2022, the estimated average employee contribution amount per participant for AVALON TRANSPORTATION 401(K) PLAN is $817.00

In 2022, the total retirement plan asset growth rate of AVALON TRANSPORTATION 401(K) PLAN is -14.01%

In 2022, the estimated aggregate retirement account investment gain/loss for AVALON TRANSPORTATION 401(K) PLAN is -18.20%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AVALON TRANSPORTATION 401(K) PLAN is 0.31%.

Articles on Retirement Plans

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 ...