AVERA & SMITH 401(K) PROFIT SHARING PLAN
- Address: 2814 SW 13TH ST,GAINESVILLE,FL
- Contact person: DAWN VALLEJOS-NICHOLS
- Phone: (352) 372-9999
Investment Options of AVERA & SMITH 401(K) PROFIT SHARING PLAN (as of 2021) |
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TRANSAMERICA RETIREONTRACK 2020 (TRANSAMERICA LIFE INSURANCE COMPANY) |
TRANSAMERICA ASSET ALLOCATION (TRANSAMERICA LIFE INSURANCE COMPANY) |
AF EUROPACIFIC GROWTH RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
TA BLACKROTH LIFEPATH INDEX 2055 (TRANSAMERICA LIFE INSURANCE COMPANY) |
TA BLACKROCK LIFEPATH INDEX 2050 (TRANSAMERICA LIFE INSURANCE COMPANY) |
Click for all funds ↓↓↓ |
TA BLACKROCK LIFEPATH INDEX 2045 (TRANSAMERICA LIFE INSURANCE COMPANY) |
ALGER CAPITAL APPRECIATION RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
TA BLACKROCK LIFEPATH INDEX 2040 (TRANSAMERICA LIFE INSURANCE COMPANY) |
TA BLACKROCK LIFEPATH INDEX 2025 (TRANSAMERICA LIFE INSURANCE COMPANY) |
TA BLACKROCK LIFEPATH INDEX 2030 (TRANSAMERICA LIFE INSURANCE COMPANY) |
TA BLACKROCK LIFEPATH INDEX RET (TRANSAMERICA LIFE INSURANCE COMPANY) |
JP MORGAN CORE BOND RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
NEUBERGER BERMAN GENESIS RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
JANUS HENDERSON BALANCED RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
AMERICAN CENTURY MID CAP VALUE (TRANSAMERICA LIFE INSURANCE COMPANY) |
AF FUNDAMENTAL INVESTORS RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
AEGON CASH RESERVE RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
GOLDMAN SACHS MID-CAP OPPORTUNITIES (TRANSAMERICA LIFE INSURANCE COMPANY) |
WMC CORE EQUITY RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
FRANKLIN SMALL-MID CAP GROWTH RET O (TRANSAMERICA LIFE INSURANCE COMPANY) |
MFS INTERNATIONAL DIVERSIFICATION R (TRANSAMERICA LIFE INSURANCE COMPANY) |
TRANSAMERICA RETIREONTRACK 2055 (TRANSAMERICA LIFE INSURANCE COMPANY) |
JPMORGAN U.S. EQUITY RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
JANUS HENDERSON BALANCED RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY) |
TRANSAMERICA RETIREONTRACK 2025 WIT (TRANSAMERICA LIFE INSURANCE COMPANY) |
TRANSAMERICA RETIREONTRACK 2040 (TRANSAMERICA LIFE INSURANCE COMPANY) |
TRANSAMERICA RETIREONTRACK 2030 WIT (TRANSAMERICA LIFE INSURANCE COMPANY) |
AVERA & SMITH 401(K) PROFIT SHARING PLAN 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 2021, the total number of retirement plan participants in AVERA & SMITH 401(K) PROFIT SHARING PLAN is 20
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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
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