ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

  • Address: P.O. BOX 91000,ALBUQUERQUE,NM
  • Contact person: MICHAEL HOSKINS
  • Phone: (505) 828-0232
Investment Options of ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN (as of 2022)
WILMINGTON TRUST AMERICAN FDS 2055 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2020 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2035 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2010 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2060 (AST WILMINGTON TRUST)
Click for all funds ↓↓↓
WILMINGTON TRUST AMERICAN FDS 2025 (AST WILMINGTON TRUST)
LARGE CAP VALUE FUND CLASS R1 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2015 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2065 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2040 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2050 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2045 (AST WILMINGTON TRUST)
WILMINGTON TRUST AMERICAN FDS 2030 (AST WILMINGTON TRUST)
PRINCIPAL STABLE VALUE SGNTURE (PRINCIPAL GLOBAL INVESTORS TRUST CO)

ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING 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 2022, the total retirement plan assets of ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is $2,420,345.00.This plan was established in 2008.

At the end of 2022, the total number of retirement plan participants in ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is 239

In 2022, the average participant retirement account value for ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is $10,126.00

In 2022, the estimated average employee contribution amount per participant for ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is $2,291.00

In 2022, the total retirement plan asset growth rate of ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is -9.93%

In 2022, the estimated aggregate retirement account investment gain/loss for ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is -17.88%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ADVANTAGE HOME CARE, INC. 401(K) PROFIT SHARING PLAN is 0.86%.

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 ...