KV POWER 401(K) & PROFIT SHARING PLAN

  • Address: 1828 NW AVE F,ANDREWS,TX
  • Contact person: MELANIE MCBRIDE
  • Phone: (432) 523-2046
Investment Options of KV POWER 401(K) & PROFIT SHARING PLAN (as of 2021)
DODGE & COX STK FUND (MINNESOTA LIFE INSURANCE COMPANY)
DODGE & COX INTL STOCK FUND (MINNESOTA LIFE INSURANCE COMPANY)
DFA US LARGE CAP VALUE PORT (MINNESOTA LIFE INSURANCE COMPANY)
TEMPLETON GLOBAL BOND, CL A (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD TOT BOND MKT IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
DODGE & COX INCOME FUND (MINNESOTA LIFE INSURANCE COMPANY)
LOOMIS SAYLES SM CAP GRO, INS (MINNESOTA LIFE INSURANCE COMPANY)
DFA U.S. SM CAP VAL PORT, INS (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD SMALL-CAP IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
VANGUARD TOT STK MK IDX ADM (MINNESOTA LIFE INSURANCE COMPANY)
ALGER CAPITAL APPRECIATION (MINNESOTA LIFE INSURANCE COMPANY)
MORGAN STANLEY ADV LARGE GR (MINNESOTA LIFE INSURANCE COMPANY)
MFS MID CAP VALUE (MINNESOTA LIFE INSURANCE COMPANY)
TIAA-CREF INTL EQ IDX INSTL (MINNESOTA LIFE INSURANCE COMPANY)
MASTER SEPARATE ACCOUNT (MINNESOTA LIFE INSURANCE COMPANY)

KV POWER 401(K) & PROFIT SHARING PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2021, the total retirement plan assets of KV POWER 401(K) & PROFIT SHARING PLAN is $10,713,666.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in KV POWER 401(K) & PROFIT SHARING PLAN is 686

In 2021, the average participant retirement account value for KV POWER 401(K) & PROFIT SHARING PLAN is $15,617.00

In 2021, the estimated average employee contribution amount per participant for KV POWER 401(K) & PROFIT SHARING PLAN is $3,862.00

In 2021, the estimated average employer match for an employee in KV POWER 401(K) & PROFIT SHARING PLAN is approximately $1,562.00

In 2021, KV POWER 401(K) & PROFIT SHARING PLAN allocates $1,071,666.00 to match its employees' contributions, providing an employer match rate of 40.44% of their contributions

In 2021, the total retirement plan asset growth rate of KV POWER 401(K) & PROFIT SHARING PLAN is 54.00%

In 2021, the estimated aggregate retirement account investment gain/loss for KV POWER 401(K) & PROFIT SHARING PLAN is 14.19%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of KV POWER 401(K) & PROFIT SHARING PLAN is 0.40%.

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 ...