XINERGY 401(K) PLAN

  • Address: 1295 ASHFORD HILL ROAD,ASHFORD,WV
  • Phone: (865) 474-7000
Investment Options of XINERGY 401(K) PLAN (as of 2022)
AMERICAN FUNDS EUROPACIFIC GROWTH R (TRANSAMERICA LIFE INSURANCE COMPANY)
OPPENHEIMER DEVELOPING MKT RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
LOOMIS SAYLES INVESTMENT GRADE BOND (TRANSAMERICA LIFE INSURANCE COMPANY)
LORD ABBETT DEVELOPING GROWTH RET O (TRANSAMERICA LIFE INSURANCE COMPANY)
MANNING & NAPIER PRO-MIX CONSERVATI (TRANSAMERICA LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
MANNING & NAPIER PRO-MIX EXTENDED T (TRANSAMERICA LIFE INSURANCE COMPANY)
MANNING & NAPIER PRO-MIX MAXIMUM TE (TRANSAMERICA LIFE INSURANCE COMPANY)
MANNING & NAPIER PRO-MIX MODERATE T (TRANSAMERICA LIFE INSURANCE COMPANY)
MORGAN STANLEY GROWTH RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
NUVEEN MID CAP GROWTH OPPORTUNITIES (TRANSAMERICA LIFE INSURANCE COMPANY)
PIMCO TOTAL RETURN RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
STATE STREET S&P MID CAP INDEX RET (TRANSAMERICA LIFE INSURANCE COMPANY)
TA VANGUARD SMALL-CAP INDEX RET OPT (TRANSAMERICA LIFE INSURANCE COMPANY)
TA VANGUARD TOTAL STOCK MARKET INDE (TRANSAMERICA LIFE INSURANCE COMPANY)
THORNBURG INTERNATIONAL EQUITY RET (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2025 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2030 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2035 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2040 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2045 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2050 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2055 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL 2060 WITH BLA (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA LIFEGOAL RETIREMENT WI (TRANSAMERICA LIFE INSURANCE COMPANY)
TRANSAMERICA SMALL/MID CAP VALUE RE (TRANSAMERICA LIFE INSURANCE COMPANY)
VIRTUS CEREDEX LARGE-CAP VALUE EQUI (TRANSAMERICA LIFE INSURANCE COMPANY)
VIRTUS CEREDEX MID-CAP VALUE EQUITY (TRANSAMERICA LIFE INSURANCE COMPANY)

XINERGY 401(K) 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 XINERGY 401(K) PLAN is $3,632,695.00.This plan was established in 2010.

At the end of 2022, the total number of retirement plan participants in XINERGY 401(K) PLAN is 183

In 2022, the average participant retirement account value for XINERGY 401(K) PLAN is $19,850.00

In 2022, the estimated average employee contribution amount per participant for XINERGY 401(K) PLAN is $2,373.00

In 2022, the estimated average employer match for an employee in XINERGY 401(K) PLAN is approximately $1,521.00

In 2022, XINERGY 401(K) PLAN allocates $278,411.00 to match its employees' contributions, providing an employer match rate of 64.28% of their contributions

In 2022, the total retirement plan asset growth rate of XINERGY 401(K) PLAN is -13.13%

In 2022, the estimated aggregate retirement account investment gain/loss for XINERGY 401(K) PLAN is -15.32%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of XINERGY 401(K) PLAN is 0.32%.

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