ACC MANAGEMENT GROUP, INC. 401(K) PLAN

  • Address: 2375 STATE ROAD 44,OSHKOSH,WI
  • Contact person: CHRIS HAND
  • Phone: (920) 966-9905
Investment Options of ACC MANAGEMENT GROUP, INC. 401(K) PLAN (as of 2022)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK LIFE INSURANCE COMPANY)
JPMORGAN EQUITY INCOME FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK LIFE INSURANCE COMPANY)
VANGUARD BALANCED INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
DFA INFLATION-PROTECTED SEC (JOHN HANCOCK LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
JOHN HANCOCK BOND FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2065 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2060 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2055 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2050 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2045 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2040 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2035 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2030 (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX 2025 (JOHN HANCOCK LIFE INSURANCE COMPANY)
COHEN & STEERS REAL ESTATE (JOHN HANCOCK LIFE INSURANCE COMPANY)
DFA US TARGETED VALUE FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
FIDELITY MID CAP INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
FIDELITY NASDAQ COMPOSITE IDX (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK LIFE INSURANCE COMPANY)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK LIFE INSURANCE COMPANY)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK LIFE INSURANCE COMPANY)
500 INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
TIAA-CREF LIFECYCLE INDEX RET (JOHN HANCOCK LIFE INSURANCE COMPANY)
AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)
HARTFORD SCHRODERS INTL MCV (JOHN HANCOCK LIFE INSURANCE COMPANY)
JANUS HENDERSON GBL EQ INCOME (JOHN HANCOCK LIFE INSURANCE COMPANY)
VANGUARD MATERIALS INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY)

ACC MANAGEMENT GROUP, 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 ACC MANAGEMENT GROUP, INC. 401(K) PLAN is $818,019.00.This plan was established in 2020.

At the end of 2022, the total number of retirement plan participants in ACC MANAGEMENT GROUP, INC. 401(K) PLAN is 142

In 2022, the average participant retirement account value for ACC MANAGEMENT GROUP, INC. 401(K) PLAN is $5,760.00

In 2022, the estimated average employee contribution amount per participant for ACC MANAGEMENT GROUP, INC. 401(K) PLAN is $1,479.00

In 2022, the estimated average employer match for an employee in ACC MANAGEMENT GROUP, INC. 401(K) PLAN is approximately $261.00

In 2022, ACC MANAGEMENT GROUP, INC. 401(K) PLAN allocates $37,081.00 to match its employees' contributions, providing an employer match rate of 17.34% of their contributions

In 2022, the total retirement plan asset growth rate of ACC MANAGEMENT GROUP, INC. 401(K) PLAN is 11.81%

In 2022, the estimated aggregate retirement account investment gain/loss for ACC MANAGEMENT GROUP, INC. 401(K) PLAN is -16.25%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ACC MANAGEMENT GROUP, INC. 401(K) PLAN is 1.36%.

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