ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN
- Address: 10 S. RIVERSIDE PLAZA,,CHICAGO,IL
- Contact person: DONALD RALPH
- Phone: (312) 630-9880
| Investment Options of ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN (as of 2022) |
|---|
| 500 INDEX FUND (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS BOND FUND OF AM (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| BLACKROCK HIGH YIELD BOND FUND (JOHN HANCOCK USA) |
| BLACKROCK TOTAL RETURN FUND (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA) |
| DFA US LARGE COMPANY FUND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| FIDELITY MID CAP INDEX FUND (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| FRANKLIN DYNATECH FUND (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| FRANKLIN UTILITIES FUND (JOHN HANCOCK USA) |
| FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| ISHARES GOLD TRUST ETF (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 MID CAP GROWTH (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| MFS GROWTH FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| PIMCO COMMODITY REAL RETURN (JOHN HANCOCK USA) |
| PIMCO INTL BOND USD-HEDGED (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA) |
| TEMPLETON FOREIGN SMALLER CO (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA) |
| VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA) |
ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS 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 ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is $25,064,389.00.This plan was established in 1993.
At the end of 2022, the total number of retirement plan participants in ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is 331
In 2022, the average participant retirement account value for ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is $75,723.00
In 2022, the estimated average employee contribution amount per participant for ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is $6,590.00
In 2022, the total retirement plan asset growth rate of ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is -15.01%
In 2022, the estimated aggregate retirement account investment gain/loss for ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is -18.87%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is 0.28%.
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