YOUNGQUIST BROTHERS, LLC 401(K) PLAN
- Address: 15465 PINE RIDGE ROAD,FORT MYERS,FL
- Phone: (239) 489-4444
| Investment Options of YOUNGQUIST BROTHERS, LLC 401(K) PLAN (as of 2022) |
|---|
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2040 TD (PRINCIPAL LIFE INSURANCE COMPANY) |
| AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA) |
| 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) |
| 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) |
| JH LIFESTYLE BLEND GROWTH (JOHN HANCOCK USA) |
| JH LIFESTYLE BLEND BALANCED (JOHN HANCOCK USA) |
| FIDELITY MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| FIDELITY INTERNATIONAL INDEX (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA) |
| TIAA-CREF LARGE-CAP GROWTH IDX (JOHN HANCOCK USA) |
| TIAA-CREF LARGE-CAP VALUE IDX (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
| PIMCO INVT GRADE CREDIT BOND (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK USA) |
| RELIANCE METLIFE STABLE VALUE (JOHN HANCOCK USA) |
YOUNGQUIST BROTHERS, LLC 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 YOUNGQUIST BROTHERS, LLC 401(K) PLAN is $2,269,875.00.This plan was established in 1998.
At the end of 2022, the total number of retirement plan participants in YOUNGQUIST BROTHERS, LLC 401(K) PLAN is 383
In 2022, the average participant retirement account value for YOUNGQUIST BROTHERS, LLC 401(K) PLAN is $5,926.00
In 2022, the estimated average employee contribution amount per participant for YOUNGQUIST BROTHERS, LLC 401(K) PLAN is $1,116.00
In 2022, the estimated average employer match for an employee in YOUNGQUIST BROTHERS, LLC 401(K) PLAN is approximately $1,272.00
In 2022, YOUNGQUIST BROTHERS, LLC 401(K) PLAN allocates $487,353.00 to match its employees' contributions, providing an employer match rate of 120.75% of their contributions
In 2022, the total retirement plan asset growth rate of YOUNGQUIST BROTHERS, LLC 401(K) PLAN is 3.34%
In 2022, the estimated aggregate retirement account investment gain/loss for YOUNGQUIST BROTHERS, LLC 401(K) PLAN is -15.86%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of YOUNGQUIST BROTHERS, LLC 401(K) PLAN is 1.79%.
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