COMMERCIAL BANK 401(K) PLAN

  • Address: 101 N. PINE RIVER,ITHACA,MI
  • Contact person: KEVIN D. COLLISON
  • Phone: (989) 875-4144
Investment Options of COMMERCIAL BANK 401(K) PLAN (as of 2021)
AM MONEY MARKET (MINNESOTA LIFE)
AM S&P 500 INDEX (MINNESOTA LIFE)
VANGUARD LIFESTRATEGY GROWTH (MINNESOTA LIFE)
VANGUARD LIFESTRATEGY MOD GROWTH (MINNESOTA LIFE)
T ROWE PRICE LARGE CAP VALUE (MINNESOTA LIFE)
Click for all funds ↓↓↓
INVESCO EQUITY AND INCOME R5 (MINNESOTA LIFE)
AMERICAN CENTURY EQUITY INC R6 (MINNESOTA LIFE)
VGD WELLESELY INC ADMIRAL (MINNESOTA LIFE)
LOOMIS SAYLES BOND INSTL CL (MINNESOTA LIFE)
TEMPLETON GLOBAL BOND CL A (MINNESOTA LIFE)
GOLDMAN SACHS SHRT DUR GOVT I (MINNESOTA LIFE)
DODGE & COX INCOME FUND (MINNESOTA LIFE)
VANGUARD MID-C GRO IDX ADM (MINNESOTA LIFE)
VANGUARD MID-C VAL IDX ADM (MINNESOTA LIFE)
EATON VANCE ATLANTA SMID-CAP A (MINNESOTA LIFE)
VANGUARD TARGET 2020 INC (MINNESOTA LIFE)
VANGUAGRD TARGET 2030 INV (MINNESOTA LIFE)
VANGUARD TARGET 2045 INC (MINNESOTA LIFE)
VANGUARD TARGET INCOME INV (MINNESOTA LIFE)
DFA INFL-PROTECTED SEC PORT I (MINNESOTA LIFE)
HOTCHKIS & WILEY HIGH YIELD I (MINNESOTA LIFE)
BARON EMG MKTS INSTITUT (MINNESOTA LIFE)
FIDELITY REAL ESTATE INDEX (MINNESOTA LIFE)
MORGAN STANLEY ADV LARGE GR (MINNESOTA LIFE)
MSTNLY INST INTL OPP I (MINNESOTA LIFE)
VANGUARD LIFESTRATEGY CONS GRO (MINNESOTA LIFE)


At the end of 2021, the total retirement plan assets of COMMERCIAL BANK 401(K) PLAN is $325,414.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in COMMERCIAL BANK 401(K) PLAN is 116

In 2021, the average participant retirement account value for COMMERCIAL BANK 401(K) PLAN is $2,805.00

In 2021, the estimated average employee contribution amount per participant for COMMERCIAL BANK 401(K) PLAN is $1,499.00

In 2021, the total retirement plan asset growth rate of COMMERCIAL BANK 401(K) PLAN is -97.09%

In 2021, the estimated aggregate retirement account investment gain/loss for COMMERCIAL BANK 401(K) PLAN is -94.93%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of COMMERCIAL BANK 401(K) PLAN is 5.75%.

Articles on Retirement Plans

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 ...