UP MANAGEMENT, LLC 401(K) PLAN
- Address: 7819 42ND STREET WEST,ROCK ISLAND,IL
- Contact person: NOREEN HOGAN
- Phone: (309) 797-1500
| Investment Options of UP MANAGEMENT, LLC 401(K) PLAN (as of 2022) |
|---|
| BLACKROCK LIFEPATH INDEX 2065 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2055 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| BLACKROCK LIFEPATH INDEX 2040 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2035 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2030 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2025 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX RET (JOHN HANCOCK USA) |
| FIDELITY MID CAP INDEX FUND (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK USA) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| FIDELITY INTERNATIONAL INDEX (JOHN HANCOCK USA) |
| TIAA-CREF LARGE-CAP GROWTH IDX (JOHN HANCOCK USA) |
| TIAA-CREF LARGE-CAP VALUE IDX (JOHN HANCOCK USA) |
| VANGUARD INTERNATIONAL GROWTH (JOHN HANCOCK USA) |
| VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
UP MANAGEMENT, LLC 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 UP MANAGEMENT, LLC 401(K) PLAN is $1,742,537.00.This plan was established in 2019.
At the end of 2022, the total number of retirement plan participants in UP MANAGEMENT, LLC 401(K) PLAN is 174
In 2022, the average participant retirement account value for UP MANAGEMENT, LLC 401(K) PLAN is $10,014.00
In 2022, the estimated average employee contribution amount per participant for UP MANAGEMENT, LLC 401(K) PLAN is $2,342.00
In 2022, the estimated average employer match for an employee in UP MANAGEMENT, LLC 401(K) PLAN is approximately $506.00
In 2022, UP MANAGEMENT, LLC 401(K) PLAN allocates $88,054.00 to match its employees' contributions, providing an employer match rate of 21.85% of their contributions
In 2022, the total retirement plan asset growth rate of UP MANAGEMENT, LLC 401(K) PLAN is 4.02%
In 2022, the estimated aggregate retirement account investment gain/loss for UP MANAGEMENT, LLC 401(K) PLAN is -16.21%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of UP MANAGEMENT, LLC 401(K) PLAN is 0.97%.
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