WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN
- Address: 4997 KAHALA AVENUE,HONOLULU,HI
- Contact person: JOYCE NOBRIGA
- Phone: (808) 734-2151
| Investment Options of WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2015 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| ROYCE OPPORTUNITY (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| PUTNAM LARGE CAP VALUE FUND (JOHN HANCOCK USA) |
| TEMPLETON WORLD (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA) |
WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS 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 WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is $9,033,556.00.This plan was established in 1997.
At the end of 2022, the total number of retirement plan participants in WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is 144
In 2022, the average participant retirement account value for WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is $62,733.00
In 2022, the estimated average employee contribution amount per participant for WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is $2,759.00
In 2022, the estimated average employer match for an employee in WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is approximately $1,545.00
In 2022, WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN allocates $222,514.00 to match its employees' contributions, providing an employer match rate of 53.57% of their contributions
In 2022, the total retirement plan asset growth rate of WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is -15.22%
In 2022, the estimated aggregate retirement account investment gain/loss for WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is -18.66%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN is 0.26%.
Articles on Retirement Plans
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article, we'll...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
401k Company Match: How To Maximize Your Free Money
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
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 ...