BILL SEIDLE'S 401(K) SAVINGS PLAN
- Address: 10500 NW 12TH STREET,MIAMI,FL
- Contact person: JENNIFER SEIDLE
- Phone: (305) 635-9000
| Investment Options of BILL SEIDLE'S 401(K) SAVINGS PLAN (as of 2021) |
|---|
| SIA-BA MM RETIRESMART BY JPM 2030 I (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-BC MM RETIRESMART BYJPM INRETIR (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-BE MM RETIRESMART BY JPM 2040 I (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-BP MM RETIRESMART BY JPM 2020 I (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-CBH US EQUITY (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| Click for all funds ↓↓↓ |
| SIA-CGG INTERMEDIATE BD FACTOR FD (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-CGJ SMALL CAP GROWTH (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-CJL VALUE (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-CLF EXTENDED DURATION (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-CW INTERNATIONAL BOND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-FS GLOBAL BOND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-GW GROWTH AMERICA (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-H6 MM RETIRESMART BY JPM 2050 (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-HD COMSTOCK (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-I INTERNATIONAL EQUITY (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-JG9 INCOME (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-JH HIGH YIELD (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-JR7 GLOBAL (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-KH LONGTERM US GOVT (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-LF SHORT DURATION BOND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-N3 DISCOVERY (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-N6 RISING DIVIDENDS (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-NH GLOBAL OPPORTUNITIES (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-OD GLOBAL (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-PY CAP WORLD GRWTH AND INCM (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-QE STRATEGIC BOND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-QL STRATEGIC INCOME (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-QZ TOTAL RETURN BOND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-RC SMALL CAP VALUE (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-SA DYNAMIC VALUE FUND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-VR SPECIAL MID CAP VAL (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-VX NEW WORLD (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-W1 BLUE CHIP GROWTH (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-W2 CONTRAFUND (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-W9 MID CAP GROWTH (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
| SIA-X MM S&P 500 INDEX (MASSACHUSETTS MUTUAL LIFE INSURANCE) |
BILL SEIDLE'S 401(K) SAVINGS 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 retirement plan assets of BILL SEIDLE'S 401(K) SAVINGS PLAN is $3,673,561.00.This plan was established in 2022.
At the end of 2021, the total number of retirement plan participants in BILL SEIDLE'S 401(K) SAVINGS PLAN is 132
In 2021, the average participant retirement account value for BILL SEIDLE'S 401(K) SAVINGS PLAN is $27,830.00
In 2021, the estimated average employee contribution amount per participant for BILL SEIDLE'S 401(K) SAVINGS PLAN is $2,159.00
In 2021, the estimated average employer match for an employee in BILL SEIDLE'S 401(K) SAVINGS PLAN is approximately $144.00
In 2021, BILL SEIDLE'S 401(K) SAVINGS PLAN allocates $19,085.00 to match its employees' contributions, providing an employer match rate of 6.69% of their contributions
In 2021, the total retirement plan asset growth rate of BILL SEIDLE'S 401(K) SAVINGS PLAN is 15.14%
In 2021, the estimated aggregate retirement account investment gain/loss for BILL SEIDLE'S 401(K) SAVINGS PLAN is 11.86%. This measures the effectiveness of the plan participants' investments in the year.
In 2021, the investment and administrative expense ratio of BILL SEIDLE'S 401(K) SAVINGS PLAN is 0.40%.
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 ...