12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
- Address: 12700 PARK CENTRAL DRIVE,,DALLAS,TX
- Phone: (214) 871-2155
| Investment Options of 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN (as of 2021) |
|---|
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA) |
| HARBOR SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| JANUS HENDERSON TRITON FUND (JOHN HANCOCK USA) |
| MFS MID CAP GROWTH FUND (JOHN HANCOCK USA) |
| NEW WORLD FUND (JOHN HANCOCK USA) |
| OAKMARK INTERNATIONAL FUND (JOHN HANCOCK USA) |
| REAL EST.SECURITIES FUND (JOHN HANCOCK USA) |
| SCIENCE & TECHONOLOGY FUND (JOHN HANCOCK USA) |
| T.ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| THORNBURH INTL GROWTH (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| VANGUARD STRATEGIC EQUITY FUND (JOHN HANCOCK USA) |
| VIRTUS CEREDEX MCV EQUITY (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| AB LARGE CAPGROWTH FUND (JOHN HANCOCK USA) |
| WESTERN ASSET CORE PLUS BOND (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| FRANKLIN UTILITIES FUND (JOHN HANCOCK USA) |
| PARNASSUS ENDEAVOR FUND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| LOOMIS SAYLES GBL ALLOCATION (JOHN HANCOCK USA) |
| AB HIGH INCOME FUND (JOHN HANCOCK USA) |
| VANGUARD HIGH DIVIDEND YLD INDEX (JOHN HANCOCK USA) |
| INVESCO INTERNATIONAL BOND (JOHN HANCOCK USA) |
| PGIM GLOBAL TOTAL RETURN FUND (JOHN HANCOCK USA) |
12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING 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 2021, the total retirement plan assets of 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is $1,953,829.00.This plan was established in 2022.
At the end of 2021, the total number of retirement plan participants in 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is 288
In 2021, the average participant retirement account value for 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is $6,784.00
In 2021, the estimated average employee contribution amount per participant for 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is $486.00
In 2021, the estimated average employer match for an employee in 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is approximately $88.00
In 2021, 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN allocates $25,561.00 to match its employees' contributions, providing an employer match rate of 18.26% of their contributions
In 2021, the total retirement plan asset growth rate of 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is 17.60%
In 2021, the estimated aggregate retirement account investment gain/loss for 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is 12.93%. This measures the effectiveness of the plan participants' investments in the year.
In 2021, the investment and administrative expense ratio of 12 OAKS MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is 0.77%.
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