ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN
- Address: 2778 NORTH WEBB ROAD,WICHITA,KS
- Contact person: PAUL PAPPADEMOS
- Phone: (316) 631-1600
| Investment Options of ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN (as of 2021) |
|---|
| AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA) |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA) |
| AMERICAN FUNDS SMALLCAP WORLD (JOHN HANCOCK USA) |
| DFA EMERGING MARKETS VALUE (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE VALUE ETF (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA) |
| KEELEY SMALL CAP DIVIDEND VAL (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID VALUE FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| ROYCE OPPORTUNITY (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY FUND (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 EQUITY FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE HEALTH SCI (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 MID-CAP GROWTH ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| EQUITY INCOME FUND (JOHN HANCOCK USA) |
| FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK USA) |
| FIDELITY CONTRAFUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO EQV INTL EQUITY FUND (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| JOHN HANCOCK U.S. GROWTH FUND (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| TEMPLETON WORLD (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| AF CAPITAL INCOME BUILDER (JOHN HANCOCK USA) |
| AF THE INCOME FUND OF AMERICA (JOHN HANCOCK USA) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| DELAWARE IVY ASSET STRATEGY (JOHN HANCOCK USA) |
| MFS EMERGING MARKETS DEBT (JOHN HANCOCK USA) |
| MFS UTILITIES FUND (JOHN HANCOCK USA) |
| AF US GOVERNMENT SECURITIES (JOHN HANCOCK USA) |
| CORE BOND FUND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| INVESCO INTERNATIONAL BOND (JOHN HANCOCK USA) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SHORT TERM BOND (JOHN HANCOCK USA) |
| VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA) |
ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 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 2021, the total retirement plan assets of ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is $26,728,900.00.This plan was established in 2022.
At the end of 2021, the total number of retirement plan participants in ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is 129
In 2021, the average participant retirement account value for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is $207,200.00
In 2021, the estimated average employee contribution amount per participant for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is $5,162.00
In 2021, the estimated average employer match for an employee in ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is approximately $7,007.00
In 2021, ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN allocates $903,987.00 to match its employees' contributions, providing an employer match rate of 135.75% of their contributions
In 2021, the total retirement plan asset growth rate of ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is 14.59%
In 2021, the estimated aggregate retirement account investment gain/loss for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is 12.25%. This measures the effectiveness of the plan participants' investments in the year.
In 2021, the investment and administrative expense ratio of ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN is 0.35%.
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