SJS EXECUTIVES, LLC 401(K) PLAN

  • Address: 2652 EXCALIBUR COURT,VIRGINIA BEACH,VA
  • Contact person: DOUGLAS LESLIE
  • Phone: (757) 502-4103
Investment Options of SJS EXECUTIVES, LLC 401(K) PLAN (as of 2022)
INVESCO STABLE ASSET - ADPZ (INVESCO TRUST COMPANY)
PRIN LIFETIME HY 2015 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2020 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2025 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2030 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
Click for all funds ↓↓↓
PRIN LIFETIME HY 2035 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2040 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2045 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2050 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2055 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2060 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2065 CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY INC CIT Z85 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN CORE FIX INC SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN INTL EQUITY INDEX SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP GROWTH I SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP S&P 500 INDEX SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP S&P 400 IDX SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP VALUE I SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN REAL ESTATE SECS SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMALLCAP GROWTH I SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP S&P 600 INDEX SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRINCIPAL BOND MKT INDEX SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)

SJS EXECUTIVES, LLC 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 SJS EXECUTIVES, LLC 401(K) PLAN is $860,902.00.This plan was established in 2014.

At the end of 2022, the total number of retirement plan participants in SJS EXECUTIVES, LLC 401(K) PLAN is 247

In 2022, the average participant retirement account value for SJS EXECUTIVES, LLC 401(K) PLAN is $3,485.00

In 2022, the estimated average employee contribution amount per participant for SJS EXECUTIVES, LLC 401(K) PLAN is $574.00

In 2022, the estimated average employer match for an employee in SJS EXECUTIVES, LLC 401(K) PLAN is approximately $428.00

In 2022, SJS EXECUTIVES, LLC 401(K) PLAN allocates $105,741.00 to match its employees' contributions, providing an employer match rate of 64.78% of their contributions

In 2022, the total retirement plan asset growth rate of SJS EXECUTIVES, LLC 401(K) PLAN is -43.29%

In 2022, the estimated aggregate retirement account investment gain/loss for SJS EXECUTIVES, LLC 401(K) PLAN is -18.96%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of SJS EXECUTIVES, LLC 401(K) PLAN is 1.72%.

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 ...