WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING PLAN

  • Address: 1830 JOHN TOWERS,EL CAJON,CA
  • Contact person: CANDACE UDASCO
  • Phone: (619) 449-7646
Investment Options of WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING PLAN (as of 2021)
BLACKROCK LIFEPATH INDEX RET (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2025 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2030 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2035 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2040 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2055 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2065 (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
VANGUARD TOTAL BOND MARKET INDEX FU (JOHN HANCOCK USA)
MFS UTILITIES (JOHN HANCOCK USA)
JOHN HANCOCK BALANCED FUND (JOHN HANCOCK USA)
AMERICAN FUNDS AM BALANCED FUND (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
TIAA CREF LARGE CAP VALUE INDEX (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE FUND (JOHN HANCOCK USA)
INDEX 500 FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROWTH INDEX (JOHN HANCOCK USA)
VANGUARD MID CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
TIAA CREF SMALL CAP BLEND INDEX (JOHN HANCOCK USA)
TIAA CREF LARGE CAP GROWTH INDEX (JOHN HANCOCK USA)
SCIENCE AND TECHNOLOGY FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCIENCES (JOHN HANCOCK USA)
T. ROWE PRICE SCIENCE & TECHNOLOGY (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA)
FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA)
VANGUARD SHORT TERM FEDERAL (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE INTL (JOHN HANCOCK USA)
5 YEAR COMPOUND (JOHN HANCOCK USA)

WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING 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 2021, the total number of retirement plan participants in WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING PLAN is 166

In 2021, the estimated average employee contribution amount per participant for WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING PLAN is $2,013.00

In 2021, the estimated average employer match for an employee in WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING PLAN is approximately $921.00

In 2021, WALTER ANDERSON PLUMBING, INC. 401(K) PROFIT SHARING PLAN allocates $153,037.00 to match its employees' contributions, providing an employer match rate of 45.79% of their contributions

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 ...