TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN

  • Address: 500 1ST ST. SE,CEDAR RAPIDS,IA
  • Contact person: JULIE ESTENSON
  • Phone: (319) 739-1473
Investment Options of TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN (as of 2022)
LORD ABBETT DEVELOPING GR RET OPT (TRANSAMERICA LIFE INS CO)
STATE STREET RUSSELL LG CP GR IDX R (TRANSAMERICA LIFE INS CO)
STATE STREET RUSSELL LG CP VAL IDX (TRANSAMERICA LIFE INS CO)
STATE STREET RUSSELL SM CP IDX RT (TRANSAMERICA LIFE INS CO)
STATE STREET S&P MD CP IDX RET OPT (TRANSAMERICA LIFE INS CO)
Click for all funds ↓↓↓
TA VANGUARD REIT INDEX RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2025 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2030 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2035 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2040 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2045 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2050 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2055 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2060 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP IDX RETMENT RET OPT (TRANSAMERICA LIFE INS CO)
TRANSAMERICA PTNR STOCK IDX RT OPT (TRANSAMERICA LIFE INS CO)
TRANSAMERICA SMMD CP VAL RET OPT (TRANSAMERICA LIFE INS CO)
VIRTUS CEREDEX MD-CP VAL EQ RET OPT (TRANSAMERICA LIFE INS CO)
JANUS HENDERSON TRITON RET OPT (TRANSAMERICA LIFE INS CO)
ALLSPRING CORE PLUS BOND RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN CENTURY EMERG MKT RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN CENTURY SMALL CAP VALUE R (TRANSAMERICA LIFE INS CO)
AMERICAN FUNDS BALANCED RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN FDS SMALLCAP WORLD RET OPT (TRANSAMERICA LIFE INS CO)
BLACKROCK CORE BOND RET OPT (TRANSAMERICA LIFE INS CO)
BLACKROCK EQUITY DIVIDEND RET OPT (TRANSAMERICA LIFE INS CO)
BLACKROCK HIGH YIELD BOND RET OPT (TRANSAMERICA LIFE INS CO)
IVY MID CAP GROWTH RET OPT (TRANSAMERICA LIFE INS CO)
IVY SCIENCE AND TECHNOLOGY RET OPT (TRANSAMERICA LIFE INS CO)
FIRST EAGLE OVERSEAS RET OPT (TRANSAMERICA LIFE INS CO)
FRANKLIN UTILITIES RET OPT (TRANSAMERICA LIFE INS CO)
JPMORGAN EQUITY INC RET OPT (TRANSAMERICA LIFE INS CO)
JPMORGAN LARGE CAP GROWTH RET OPT (TRANSAMERICA LIFE INS CO)

TRUE NORTH COMPANIES, L.C. 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 2022, the total retirement plan assets of TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is $43,269,778.00.This plan was established in 2002.

At the end of 2022, the total number of retirement plan participants in TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is 406

In 2022, the average participant retirement account value for TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is $106,575.00

In 2022, the estimated average employee contribution amount per participant for TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is $5,890.00

In 2022, the estimated average employer match for an employee in TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is approximately $2,787.00

In 2022, TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN allocates $1,131,633.00 to match its employees' contributions, providing an employer match rate of 47.84% of their contributions

In 2022, the total retirement plan asset growth rate of TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is -17.97%

In 2022, the estimated aggregate retirement account investment gain/loss for TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is -18.62%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN is 0.19%.

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