YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN

  • Address: PO BOX 31388,AMARILLO,TX
  • Phone: (806) 335-1681
Investment Options of YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN (as of 2022)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
Click for all funds ↓↓↓
AF CAPITAL WORLD BOND FUND (JOHN HANCOCK USA)
CORE BOND FUND (JOHN HANCOCK USA)
DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA)
DODGE & COX INTERNATIONAL ST (JOHN HANCOCK USA)
DODGE & COX STOCK FUND (JOHN HANCOCK USA)
FEDERATED HIGH YIELD BOND (JOHN HANCOCK USA)
FIDELITY ADV DIVERSIFIED STOCK (JOHN HANCOCK USA)
FIDELITY ADV NEW INSIGHTS (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
FIDELITY CONTRAFUND (JOHN HANCOCK USA)
FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA)
FUNDAMENTAL INVESTORS (JOHN HANCOCK USA)
HIGH YIELD FUND (JOHN HANCOCK USA)
AF THE INCOME FUND OF AMERICA (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
INVESCO OPP INTL GROWTH FUND (JOHN HANCOCK USA)
ISHARES GOLD TRUST ETF (JOHN HANCOCK USA)
ISHARES MSCI EAFE VALUE ETF (JOHN HANCOCK USA)
DELAWARE IVY ASSET STRATEGY (JOHN HANCOCK USA)
JH DISCIPLINED VALUE MID CAP (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
JPMORGAN LARGE CAP GROWTH (JOHN HANCOCK USA)
JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
LORD ABBETT VALUE OPPS FUND (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
PIMCO ALL ASSET (JOHN HANCOCK USA)
PIMCO GLOBAL BOND OPPS FUND (JOHN HANCOCK USA)
ROYCE OPPORTUNITY (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
SIT DIVIDEND GROWTH FUND (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
SPROTT GOLD FUND (JOHN HANCOCK USA)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA)
T. ROWE PRICE CAP APPRECIATION (JOHN HANCOCK USA)
T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA)
T. ROWE PRICE SHORT TERM BOND (JOHN HANCOCK USA)
T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA)
AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
UNDISCOVERED MGR BEHAVIORAL (JOHN HANCOCK USA)
AF US GOVERNMENT SECURITIES (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
WISDOMTREE MIDCAP DIVIDEND ETF (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
VANGUARD INTERNATIONAL GROWTH (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
INVESCO INTERNATIONAL BOND (JOHN HANCOCK USA)
OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA)

YELLOWHOUSE MACHINERY COMPANY 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 YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is $17,437,710.00.This plan was established in 1991.

At the end of 2022, the total number of retirement plan participants in YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is 332

In 2022, the average participant retirement account value for YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is $52,523.00

In 2022, the estimated average employee contribution amount per participant for YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is $4,138.00

In 2022, the estimated average employer match for an employee in YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is approximately $1,811.00

In 2022, YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN allocates $601,371.00 to match its employees' contributions, providing an employer match rate of 44.37% of their contributions

In 2022, the total retirement plan asset growth rate of YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is -18.68%

In 2022, the estimated aggregate retirement account investment gain/loss for YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is -15.52%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of YELLOWHOUSE MACHINERY COMPANY 401(K) PLAN is 0.49%.

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 ...