ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN

  • Address: 1 RIVERFRONT PLACE,,NORTH LITTLE ROCK,AR
  • Contact person: WILLIAM STEVENS
  • Phone: (501) 500-2292
Investment Options of ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN (as of 2021)
500 INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2025 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2030 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2035 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2040 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
Click for all funds ↓↓↓
BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2055 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX 2065 (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
BLACKROCK LIFEPATH INDEX RET (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
DFA GLOBAL EQUITY FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
FIDELITY MID CAP INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
FIDELITY REAL ESTATE INDEX (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
INVESCO PREMIER US GOVT MONEY (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
JH MANAGED VOLATILITY GROWTH (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
JH MANAGED VOLATILITY MOD (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
PIMCO INCOME FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
TIAA-CREF EQUITY INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD BALANCED INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD HIGH DIVIDEND YLD IDX (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD INTERM-TERM BOND IDX (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD ST INVESTMENT-GRADE (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)
VANGUARD TOTAL INTL BOND INDEX (JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.)

ACCESS HEALTH SERVICES, LLC 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 ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is $1,115,829.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is 133

In 2021, the average participant retirement account value for ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is $8,389.00

In 2021, the estimated average employee contribution amount per participant for ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is $2,437.00

In 2021, the total retirement plan asset growth rate of ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is 50.45%

In 2021, the estimated aggregate retirement account investment gain/loss for ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is 15.09%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of ACCESS HEALTH SERVICES, LLC 401(K) PROFIT SHARING PLAN is 1.74%.

Articles on Retirement Plans

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...