NEWBOLD 401(K) PLAN

  • Address: 200 BEN HAMBY DRIVE,,GREENVILLE,SC
  • Contact person: KIMBERLY KIRBY
  • Phone: (540) 489-4400
Investment Options of NEWBOLD 401(K) PLAN (as of 2022)
TIAA-CREF LIFECYCLE INDEX 2065 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2060 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2055 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2050 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2045 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
TIAA-CREF LIFECYCLE INDEX 2040 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2035 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2030 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2025 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX RET (JOHN HANCOCK USA)
DFA INTERNATIONAL VALUE (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
EUROPACIFIC GROWTH FUND (JOHN HANCOCK USA)
FIDELITY REAL ESTATE INDEX (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
NORTHERN EM EQUITY INDEX FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
TIAA-CREF SMALL-CAP BLEND ID (JOHN HANCOCK USA)
MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA)
MFS VALUE FUND (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
WESTERN ASSET CORE PLUS BOND (JOHN HANCOCK USA)

NEWBOLD 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 NEWBOLD 401(K) PLAN is $3,469,436.00.This plan was established in 1994.

At the end of 2022, the total number of retirement plan participants in NEWBOLD 401(K) PLAN is 169

In 2022, the average participant retirement account value for NEWBOLD 401(K) PLAN is $20,529.00

In 2022, the estimated average employee contribution amount per participant for NEWBOLD 401(K) PLAN is $1,975.00

In 2022, the estimated average employer match for an employee in NEWBOLD 401(K) PLAN is approximately $774.00

In 2022, NEWBOLD 401(K) PLAN allocates $130,809.00 to match its employees' contributions, providing an employer match rate of 41.77% of their contributions

In 2022, the total retirement plan asset growth rate of NEWBOLD 401(K) PLAN is -32.33%

In 2022, the estimated aggregate retirement account investment gain/loss for NEWBOLD 401(K) PLAN is -14.78%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of NEWBOLD 401(K) PLAN is 0.88%.

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