NORTH VALLEY SERVICES 401(K) PLAN

  • Address: 11799 STATE HIGHWAY 99W,,RED BLUFF,CA
  • Contact person: KEVIN JONES
  • Phone: (530) 527-0407
Investment Options of NORTH VALLEY SERVICES 401(K) PLAN (as of 2022)
JH MULTI-INDEX 2065 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 LIFETIME (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTI-INDEX 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2020 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2015 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2010 LIFETIME (JOHN HANCOCK USA)
AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
FIDELITY INTERNATIONAL INDEX (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
AB GLOBAL BOND FUND (JOHN HANCOCK USA)
DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA)
FEDERATED HIGH YIELD BOND (JOHN HANCOCK USA)
PGIM TOTAL RETURN BOND FUND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)


At the end of 2022, the total retirement plan assets of NORTH VALLEY SERVICES 401(K) PLAN is $1,021,792.00.This plan was established in 2015.

At the end of 2022, the total number of retirement plan participants in NORTH VALLEY SERVICES 401(K) PLAN is 239

In 2022, the average participant retirement account value for NORTH VALLEY SERVICES 401(K) PLAN is $4,275.00

In 2022, the estimated average employee contribution amount per participant for NORTH VALLEY SERVICES 401(K) PLAN is $614.00

In 2022, the estimated average employer match for an employee in NORTH VALLEY SERVICES 401(K) PLAN is approximately $717.00

In 2022, NORTH VALLEY SERVICES 401(K) PLAN allocates $171,367.00 to match its employees' contributions, providing an employer match rate of 146.27% of their contributions

In 2022, the total retirement plan asset growth rate of NORTH VALLEY SERVICES 401(K) PLAN is 7.43%

In 2022, the estimated aggregate retirement account investment gain/loss for NORTH VALLEY SERVICES 401(K) PLAN is -10.33%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of NORTH VALLEY SERVICES 401(K) PLAN is 1.93%.

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 ...