JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN

  • Address: 5101 VERNON AVENUE SOUTH,EDINA,MN
  • Contact person: CARMEN MAZZA
  • Phone: (952) 922-8335
Investment Options of JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN (as of 2022)
VANGUARD SM-CAP VAL IND ADM (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD MID CAP INDEX ADMIRAL (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD MID-C VAL IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD SMALL-CAP IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD SHRT-TERM INV-GR ADM (MINNESOTA LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
VANGUARD 500 INDEX ADMIRAL (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD EQUITY-INCOME ADM (MINNESOTA LIFE INSURANCE COMPANY)
COHEN & STEERS RE SECURITIES A (MINNESOTA LIFE INSURANCE COMPANY)
PGIM TOTAL RETURN BOND Z (MINNESOTA LIFE INSURANCE COMPANY)
JPMORGAN MID CAP GROWTH I (MINNESOTA LIFE INSURANCE COMPANY)
DELAWARE SMALL CAP VALUE INSTL (MINNESOTA LIFE INSURANCE COMPANY)
T. ROWE PRICE GROWTH STOCK (MINNESOTA LIFE INSURANCE COMPANY)
MASTER SEPARATE ACCOUNT (MINNESOTA LIFE INSURANCE COMPANY)

JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 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 JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is $35,299,177.00.This plan was established in 1998.

At the end of 2022, the total number of retirement plan participants in JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is 1573

In 2022, the average participant retirement account value for JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is $22,440.00

In 2022, the estimated average employee contribution amount per participant for JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is $702.00

In 2022, the estimated average employer match for an employee in JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is approximately $1,826.00

In 2022, JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN allocates $2,873,565.00 to match its employees' contributions, providing an employer match rate of 258.10% of their contributions

In 2022, the total retirement plan asset growth rate of JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is -13.64%

In 2022, the estimated aggregate retirement account investment gain/loss for JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is -13.73%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of JERRY'S ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN is 0.25%.

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