ERGONOM CORPORATION 401K PROFIT SHARING PLAN

  • Address: 361 BERNOULI CIRCLE,OXNARD,CA
  • Phone: (805) 981-9978
Investment Options of ERGONOM CORPORATION 401K PROFIT SHARING PLAN (as of 2022)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2055 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTI-INDEX 2030 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2025 PRESERV (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
INVESCO OPP INTL GROWTH FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
EQUITY INCOME FUND (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
JH PIMCO COMMODITY REAL RETURN (JOHN HANCOCK USA)


At the end of 2022, the total retirement plan assets of ERGONOM CORPORATION 401K PROFIT SHARING PLAN is $2,464,282.00.This plan was established in 2011.

At the end of 2022, the total number of retirement plan participants in ERGONOM CORPORATION 401K PROFIT SHARING PLAN is 132

In 2022, the average participant retirement account value for ERGONOM CORPORATION 401K PROFIT SHARING PLAN is $18,668.00

In 2022, the estimated average employee contribution amount per participant for ERGONOM CORPORATION 401K PROFIT SHARING PLAN is $1,618.00

In 2022, the estimated average employer match for an employee in ERGONOM CORPORATION 401K PROFIT SHARING PLAN is approximately $957.00

In 2022, ERGONOM CORPORATION 401K PROFIT SHARING PLAN allocates $126,344.00 to match its employees' contributions, providing an employer match rate of 57.19% of their contributions

In 2022, the total retirement plan asset growth rate of ERGONOM CORPORATION 401K PROFIT SHARING PLAN is -18.34%

In 2022, the estimated aggregate retirement account investment gain/loss for ERGONOM CORPORATION 401K PROFIT SHARING PLAN is -17.17%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ERGONOM CORPORATION 401K PROFIT SHARING PLAN is 0.20%.

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 ...