AASE HAUGEN HOMES, INC 401(K) PLAN

  • Address: 4 OHIO ST.,DECORAH,IA
  • Contact person: ROSE BEARDMORE
  • Phone: (563) 382-3603
Investment Options of AASE HAUGEN HOMES, INC 401(K) PLAN (as of 2022)
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)
Click for all funds ↓↓↓
PGIM JENNISON MID CAP GROWTH (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)

AASE HAUGEN HOMES, INC 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 AASE HAUGEN HOMES, INC 401(K) PLAN is $1,941,170.00.This plan was established in 2013.

At the end of 2022, the total number of retirement plan participants in AASE HAUGEN HOMES, INC 401(K) PLAN is 118

In 2022, the average participant retirement account value for AASE HAUGEN HOMES, INC 401(K) PLAN is $16,450.00

In 2022, the estimated average employee contribution amount per participant for AASE HAUGEN HOMES, INC 401(K) PLAN is $789.00

In 2022, the estimated average employer match for an employee in AASE HAUGEN HOMES, INC 401(K) PLAN is approximately $491.00

In 2022, AASE HAUGEN HOMES, INC 401(K) PLAN allocates $58,037.00 to match its employees' contributions, providing an employer match rate of 58.34% of their contributions

In 2022, the total retirement plan asset growth rate of AASE HAUGEN HOMES, INC 401(K) PLAN is -28.87%

In 2022, the estimated aggregate retirement account investment gain/loss for AASE HAUGEN HOMES, INC 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 AASE HAUGEN HOMES, INC 401(K) PLAN is 0.57%.

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