CHURCH BROTHERS, LLC 401(K) PLAN
- Address: 19065 PORTOLA DRIVE, STE. C,SALINAS,CA
- Phone: (831) 796-1000
| Investment Options of CHURCH BROTHERS, LLC 401(K) PLAN (as of 2022) |
|---|
| AB GLOBAL BOND FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| AMCEN SMALL CAP VALUE FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| AMCEN ULTRA FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| AMERICAN FUNDS AM BALANCED (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| AMERICAN FUNDS EUROPACIFIC (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS NEW PERSPECTIVE (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| CLRBRG SM CP GROWTH FND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| DFA INFLAT-PROT SECURITIES PORT (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| DFA REAL ESTATE SECURITIES PORT (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2015 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2020 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2025 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2030 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2035 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2040 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2045 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2050 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2055 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2060 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN 2065 (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY FREEDOM IN INC (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| FIDELITY INTL INDEX FND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| JPMORGAN EQUITY INCOME FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| JPMORGAN MID CAP GROWTH (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| JPMORGAN U.S. EQUITY FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| PGIM HIGH YIELD FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| PIONEER BOND FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| PIONEER STRATEGIC INCOME FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD LIFESTRAT CNSRV GRW (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD LIFESTRAT GROWTH FD (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD LIFESTRAT INCOME FD (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD LIFESTRAT MOD GRWTH FD (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD MID-CAP INDEX FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD SMALL-CAP INDEX FUND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VANGUARD TOTL STCK MKT INDEX FD (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VICTORY SYCMR ESTABLISHED VALUE (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VICTORY TRV INTL SMCP FD (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VOYA FIXED ACCOUNT (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
| VOYA GOV MONEY MKT FND (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
CHURCH BROTHERS, LLC 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 CHURCH BROTHERS, LLC 401(K) PLAN is $18,505,358.00.This plan was established in 2005.
At the end of 2022, the total number of retirement plan participants in CHURCH BROTHERS, LLC 401(K) PLAN is 2578
In 2022, the average participant retirement account value for CHURCH BROTHERS, LLC 401(K) PLAN is $7,178.00
In 2022, the estimated average employee contribution amount per participant for CHURCH BROTHERS, LLC 401(K) PLAN is $631.00
In 2022, the estimated average employer match for an employee in CHURCH BROTHERS, LLC 401(K) PLAN is approximately $314.00
In 2022, CHURCH BROTHERS, LLC 401(K) PLAN allocates $811,408.00 to match its employees' contributions, providing an employer match rate of 52.51% of their contributions
In 2022, the total retirement plan asset growth rate of CHURCH BROTHERS, LLC 401(K) PLAN is -6.60%
In 2022, the estimated aggregate retirement account investment gain/loss for CHURCH BROTHERS, LLC 401(K) PLAN is -14.81%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of CHURCH BROTHERS, LLC 401(K) PLAN is 0.11%.
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 ...