BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004
- Address: PO BOX 363549,SAN JUAN,PR
- Contact person: PEDRO HOMAR
- Phone: (787) 788-1500
| Investment Options of BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 (as of 2022) |
|---|
| MERCER INTERNATIONAL STOCK FUND (INTERNATIONAL STOCK FUND) |
| MERCER SMALL/MID CAP STOCK FUND (MERCER) |
| MERCER LARGE CAP STOCK FUND (MERCER) |
| MERCERWISE 2060 TARGET DATE A (MERCER) |
| MERCERWISE 2055 TARGET DATE A (MERCER) |
| Click for all funds ↓↓↓ |
| MERCERWISE 2050 TARGET DATE A (MERCER) |
| MERCERWISE 2045 TARGET DATE A (MERCER) |
| MERCERWISE 2040 TARGET DATE A (MERCER) |
| MERCERWISE 2035 TARGET DATE A (MERCER) |
| MERCERWISE 2030 TARGET DATE A (MERCER) |
| MERCERWISE 2025 TARGET DATE A (MERCER) |
| MERCERWISE 2020 TARGET DATE A (MERCER) |
| S&P 500 INDEX NON-LENDING SERI (STATE STREET) |
| MERCER DIVERSIFIED BOND FUND (MERCER) |
| RUSSELL SMALL/MID CAP INDEX NON-LEN (STATE STREET) |
| U.S. BOND INDEX NON-LENDING CLASS K (STATE STREET) |
| GLOBAL ALL CAP EQUITY (STATE STREET) |
| REAL ASSET NON LENDING SERIES FUNDC (STATE STREET) |
BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 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 BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is $17,624,123.00.This plan was established in 2006.
At the end of 2022, the total number of retirement plan participants in BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is 156
In 2022, the average participant retirement account value for BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is $112,975.00
In 2022, the estimated average employee contribution amount per participant for BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is $3,898.00
In 2022, the estimated average employer match for an employee in BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is approximately $3,937.00
In 2022, BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 allocates $614,327.00 to match its employees' contributions, providing an employer match rate of 104.03% of their contributions
In 2022, the total retirement plan asset growth rate of BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is -16.77%
In 2022, the estimated aggregate retirement account investment gain/loss for BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is -15.07%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004 is 0.01%.
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