BMW NORTHWEST 401(K) PLAN
- Address: 3901 20TH STREET EAST,FIFE,WA
- Phone: (253) 517-2613
| Investment Options of BMW NORTHWEST 401(K) PLAN (as of 2022) |
|---|
| JH MULTI-INDEX LS GROWTH (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS BALANCED (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS AGGRESSIVE (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS MODERATE (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| JH MULTI INDEX LS CONSERVATIVE (JOHN HANCOCK USA) |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| CLEARBRIDGE AGGRESSIVE GROWTH (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2065 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2060 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2055 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2050 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2045 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2040 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2035 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2030 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2025 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2020 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET INCOME (JOHN HANCOCK USA) |
| EUROPACIFIC GROWTH FUND (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| JOHN HANCICK MID CAP GROWTH (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK US GROWTH FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID VALUE FUND (JOHN HANCOCK USA) |
| NEW OPPORTUNITIES (JOHN HANCOCK USA) |
| REAL EST SECURITIES FUND (JOHN HANCOCK USA) |
| ROYCE OPPORTUNITY (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA) |
| VANGUARD SHORT TERM FEDERAL (JOHN HANCOCK USA) |
| SMALL CAP STOCK FUND (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| JP MORGAN US EQUITY FUND (JOHN HANCOCK USA) |
| T ROWE PRICE EQUITY INC (JOHN HANCOCK USA) |
| TEMPLETON WORLD (JOHN HANCOCK USA) |
| INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| AMERICAN BALANCED FUND (JOHN HANCOCK) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| MFS UTILITIES (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
BMW NORTHWEST 401(K) 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 2022, the total retirement plan assets of BMW NORTHWEST 401(K) PLAN is $9,572,795.00.This plan was established in 1982.
At the end of 2022, the total number of retirement plan participants in BMW NORTHWEST 401(K) PLAN is 216
In 2022, the average participant retirement account value for BMW NORTHWEST 401(K) PLAN is $44,318.00
In 2022, the estimated average employee contribution amount per participant for BMW NORTHWEST 401(K) PLAN is $2,519.00
In 2022, the estimated average employer match for an employee in BMW NORTHWEST 401(K) PLAN is approximately $1,476.00
In 2022, BMW NORTHWEST 401(K) PLAN allocates $318,850.00 to match its employees' contributions, providing an employer match rate of 57.80% of their contributions
In 2022, the total retirement plan asset growth rate of BMW NORTHWEST 401(K) PLAN is -23.83%
In 2022, the estimated aggregate retirement account investment gain/loss for BMW NORTHWEST 401(K) PLAN is -17.15%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of BMW NORTHWEST 401(K) PLAN is 0.31%.
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 ...