NOLATO USA PROFIT SHARING 401(K )PLAN

  • Address: 660 VANDEBERG STREET,BALDWIN,WI
  • Contact person: JULIE FOSS
  • Phone: (715) 684-4614
Investment Options of NOLATO USA PROFIT SHARING 401(K )PLAN (as of 2022)
VANGUARD TARGET RET 2060 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2055 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2050 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2045 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2040 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
VANGUARD TARGET RET 2035 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2030 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2025 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2020 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2065 (JOHN HANCOCK USA)
VANGUARD TARGET RET INCOME (JOHN HANCOCK USA)
JH MULTI-INDEX LS AGGRESSIVE (JOHN HANCOCK USA)
JH MULTI-INDEX LS GROWTH (JOHN HANCOCK USA)
JH MULTI-INDEX LS BALANCED (JOHN HANCOCK USA)
JH MULTI-INDEX LS MODERATE (JOHN HANCOCK USA)
JH MULTI-INDEX LS CONSERV (JOHN HANCOCK USA)
DFA INTL SMALL CAP VALUE (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
ISHARES GOLD TRUST ETF (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
JPMORGAN SMID CAP FUND (JOHN HANCOCK USA)
REAL EST SECURITIES FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
UNDISCOVERED MGR BEHAVIORAL (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
WISDOMTREE MC DIVIDEND ETF (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
NEW PERSPECTIVE FUND (JOHN HANCOCK USA)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
TEMPLETON GLOBAL BOND FUND (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
CAPITAL INCOME BUILDER (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)

NOLATO USA PROFIT SHARING 401(K )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 2022, the total retirement plan assets of NOLATO USA PROFIT SHARING 401(K )PLAN is $13,788,862.00.This plan was established in 1993.

At the end of 2022, the total number of retirement plan participants in NOLATO USA PROFIT SHARING 401(K )PLAN is 466

In 2022, the average participant retirement account value for NOLATO USA PROFIT SHARING 401(K )PLAN is $29,589.00

In 2022, the estimated average employee contribution amount per participant for NOLATO USA PROFIT SHARING 401(K )PLAN is $3,517.00

In 2022, the estimated average employer match for an employee in NOLATO USA PROFIT SHARING 401(K )PLAN is approximately $1,061.00

In 2022, NOLATO USA PROFIT SHARING 401(K )PLAN allocates $494,478.00 to match its employees' contributions, providing an employer match rate of 32.84% of their contributions

In 2022, the total retirement plan asset growth rate of NOLATO USA PROFIT SHARING 401(K )PLAN is -10.04%

In 2022, the estimated aggregate retirement account investment gain/loss for NOLATO USA PROFIT SHARING 401(K )PLAN is -15.36%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of NOLATO USA PROFIT SHARING 401(K )PLAN is 0.57%.

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