AVERITT EXPRESS 401K & PROFIT SHARING PLAN

  • Address: 1415 NEAL ST.,,COOKEVILLE,TN
  • Contact person: JOHNNY FIELDS
  • Phone: (931) 525-5323
Investment Options of AVERITT EXPRESS 401K & PROFIT SHARING PLAN (as of 2022)
PRINCIPAL STABLE VALUE Z FUND (PRINCIPAL GLOBAL INVESTORS TRUST CO)
AM CENT US SM CP VAL EQ TRUST (SEI TRUST COMPANY)
PIONEER MLT-SCR FIX INC PRT R1 (WILMINGTON TRUST, N.A.)
LORD ABB HI YLD CR TR II R FD (WILMINGTON TRUST, N.A.)
SSGA GL AC EQ EXUS IDX SL II (STATE STREET BANK AND TRUST COMPANY)
Click for all funds ↓↓↓
AMERICAN CENTRY US MCVAL EQ TR (SEI TRUST COMPANY)
GALLIARD STABLE RETURN PN (SEI TRUST COMPANY)
SSGA SP 500 IDX SEC LND SER II (STATE STREET GLOBAL ADVISORS)
SSGA SP MCP ID SEC LND SRS XIV (STATE STREET BANK AND TRUST COMPANY)
SSGA RUSSELL SC IDX SEC LND II (STATE STREET GLOBAL ADVISORS)
WELLS FARGO TARGET 2010 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2020 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2030 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2040 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2050 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2060 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TRGT TODAY E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2015 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2025 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2035 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2045 E2 CIT (WELLS FARGO BANK, N.A.)
WELLS FARGO TARGET 2055 E2 CIT (WELLS FARGO BANK, N.A.)
SSGA REAL ASSET NL C FUND (STATE STREET BANK AND TRUST COMPANY)
STATE STREET US BD ID SL XIV (STATE STREET BANK AND TRUST COMPANY)
WESTERN ASSET CR PL BD CIT P1 (WILMINGTON TRUST, N.A)
AMER CENT EMERG MRKTS EQ TR I (GLOBAL TRUST COMPANY)
T. ROWE PRICE INTL SM-CP EQ A (T. ROWE PRICE TRUST COMPANY)
CLEARBRIDGE LR CP GRWTH CIT R3 (WILMINGTON TRUST)
JANUS HENDERSON DEV WLD BD III (WILMINGTON TRUST, N.A.)
MFS MID CAP GROWTH CL 3C FUND (MFS HERITAGE TRUST COMPANY)
MASSMUTUAL SM CP GWTH EQ R4 FD (WILMINGTON TRUST, N.A.)

AVERITT EXPRESS 401K & PROFIT SHARING 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 AVERITT EXPRESS 401K & PROFIT SHARING PLAN is $601,775,434.00.This plan was established in 1993.

At the end of 2022, the total number of retirement plan participants in AVERITT EXPRESS 401K & PROFIT SHARING PLAN is 10433

In 2022, the average participant retirement account value for AVERITT EXPRESS 401K & PROFIT SHARING PLAN is $57,679.00

In 2022, the estimated average employee contribution amount per participant for AVERITT EXPRESS 401K & PROFIT SHARING PLAN is $4,777.00

In 2022, the estimated average employer match for an employee in AVERITT EXPRESS 401K & PROFIT SHARING PLAN is approximately $5,538.00

In 2022, AVERITT EXPRESS 401K & PROFIT SHARING PLAN allocates $57,780,330.00 to match its employees' contributions, providing an employer match rate of 122.32% of their contributions

In 2022, the total retirement plan asset growth rate of AVERITT EXPRESS 401K & PROFIT SHARING PLAN is -8.53%

In 2022, the estimated aggregate retirement account investment gain/loss for AVERITT EXPRESS 401K & PROFIT SHARING PLAN is -13.68%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AVERITT EXPRESS 401K & PROFIT SHARING PLAN is 0.15%.

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