401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA

  • Address: 326 NORTH MILLS AVENUE,ORLANDO,FL
  • Phone: (407) 841-1100
Investment Options of 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA (as of 2022)
VANGUARD TARGET RET 2065 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2060 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2055 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2050 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2045 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
VANGUARD TARGET RET 2040 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2035 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2030 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2025 (JOHN HANCOCK USA)
VANGUARD TARGET RET 2020 (JOHN HANCOCK USA)
VANGUARD TARGET RET INCOME (JOHN HANCOCK USA)
JH MULTI-INDEX LS AGGRESSIVE (JOHN HANCOCK USA)
JH MULTI-INDEX LS GROWTH (JOHN HANCOCK USA)
JH MULTI-INDEX LS BALANCED (JOHN HANCOCK USA)
JH MULTI-INDEX LS MODERATE (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
ROYCE OPPORTUNITY (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
SMALL CAP STOCK FUND (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
SPROTT GOLD FUND (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)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
LORD ABBETT VALUE OPPS FUND (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA)
INCOME FUND OF AMERICA (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
HIGH YIELD FUND (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA)

401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

At the end of 2022, the total retirement plan assets of 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is $18,104,636.00.This plan was established in 1979.

At the end of 2022, the total number of retirement plan participants in 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is 148

In 2022, the average participant retirement account value for 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is $122,328.00

In 2022, the estimated average employee contribution amount per participant for 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is $2,653.00

In 2022, the estimated average employer match for an employee in 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is approximately $4,668.00

In 2022, 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA allocates $690,926.00 to match its employees' contributions, providing an employer match rate of 174.18% of their contributions

In 2022, the total retirement plan asset growth rate of 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is -14.52%

In 2022, the estimated aggregate retirement account investment gain/loss for 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is -15.62%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA is 0.51%.

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