UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN

  • Address: 1140 AVENUE OF THE AMERICAS,,NEW YORK,NY
  • Contact person: RONALD FETZER
  • Phone: (855) 338-2789
Investment Options of UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN (as of 2022)
ALLSPRING SMALL COMPANY GROWTH (JH LIFE INSURANCE CO OF NY)
ALLSPRING SPECIAL MIDCAP VALUE (JH LIFE INSURANCE CO OF NY)
ALLSPRING SPECIAL SCAP VALUE (JH LIFE INSURANCE CO OF NY)
AMERICAN CENTURY INFL ADJ BOND (JH LIFE INSURANCE CO OF NY)
AMERICAN FUNDS AMCAP FUND (JH LIFE INSURANCE CO OF NY)
Click for all funds ↓↓↓
AMERICAN FUNDS EUROPAC GROWTH (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2025 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2030 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2035 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2040 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2045 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2050 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2055 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2060 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX 2065 (JH LIFE INSURANCE CO OF NY)
BLACKROCK LIFEPATH INDEX RET (JH LIFE INSURANCE CO OF NY)
BLUE CHIP GROWTH FUND (JH LIFE INSURANCE CO OF NY)
JANUS HENDERSON GBL EQ INCOME (JH LIFE INSURANCE CO OF NY)
JOHN HANCOCK DISCIPLINED VALUE (JH LIFE INSURANCE CO OF NY)
JOHN HANCOCK STABLE VAL (JH LIFE INSURANCE CO OF NY)
METROPOLITAN WEST TTL RTN BOND (JH LIFE INSURANCE CO OF NY)
MFS MID CAP GROWTH FUND (JH LIFE INSURANCE CO OF NY)
VANGUARD EQUITY-INCOME FUND (JH LIFE INSURANCE CO OF NY)
WESTERN ASSET CORE PLUS BOND (JH LIFE INSURANCE CO OF NY)

UBIQUITY GLOBAL SERVICES, INC. 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 UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is $1,220,177.00.This plan was established in 2020.

At the end of 2022, the total number of retirement plan participants in UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is 127

In 2022, the average participant retirement account value for UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is $9,607.00

In 2022, the estimated average employee contribution amount per participant for UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is $3,021.00

In 2022, the estimated average employer match for an employee in UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is approximately $1,535.00

In 2022, UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN allocates $195,048.00 to match its employees' contributions, providing an employer match rate of 50.83% of their contributions

In 2022, the total retirement plan asset growth rate of UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is 50.64%

In 2022, the estimated aggregate retirement account investment gain/loss for UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is -16.14%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of UBIQUITY GLOBAL SERVICES, INC. 401(K) PLAN is 1.67%.

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 ...