401K RETIREMENT PLAN

  • Address: 1400 WARREN DRIVE,MARSHALL,TX
  • Contact person: JAMES LATTIN
  • Phone: (903) 935-3680
Investment Options of 401K RETIREMENT PLAN (as of 2021)
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2015 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JOHN HANCOCK U.S. GROWTH FUND (JOHN HANCOCK USA)
AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA)
JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
FIDELITY REAL ESTATE INDEX (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA)
JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA)
CORE BOND FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
HIGH YIELD FUND (JOHN HANCOCK USA)
SMALL CAP STOCK FUND (JOHN HANCOCK USA)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
EQUITY INCOME FUND (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
NEW OPPORTUNITIES FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
MID CAP STOCK FUND (JOHN HANCOCK USA)
TEMPLETON WORLD (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
PGIM GLOBAL TOTAL RETURN FUND (JOHN HANCOCK USA)
U.S. HIGH YIELD BOND FUND (JOHN HANCOCK USA)

401K RETIREMENT 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 2021, the total retirement plan assets of 401K RETIREMENT PLAN is $16,268,808.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in 401K RETIREMENT PLAN is 1285

In 2021, the average participant retirement account value for 401K RETIREMENT PLAN is $12,660.00

In 2021, the estimated average employee contribution amount per participant for 401K RETIREMENT PLAN is $1,251.00

In 2021, the estimated average employer match for an employee in 401K RETIREMENT PLAN is approximately $632.00

In 2021, 401K RETIREMENT PLAN allocates $812,604.00 to match its employees' contributions, providing an employer match rate of 50.54% of their contributions

In 2021, the total retirement plan asset growth rate of 401K RETIREMENT PLAN is 17.13%

In 2021, the estimated aggregate retirement account investment gain/loss for 401K RETIREMENT PLAN is 14.18%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of 401K RETIREMENT PLAN is 0.48%.

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