ALBERT LEE, INC. 401(K) PLAN
- Address: 1476 ELLIOTT AVE W,SEATTLE,WA
- Phone: (206) 282-2110
| Investment Options of ALBERT LEE, INC. 401(K) PLAN (as of 2022) |
|---|
| JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER BALANCED LS (JOHN HACOCK USA) |
| JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| CLEARBRIDGE AGGRESSIVE GROWTH (JOHN HANCOCK USA) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA) |
| EUROPACIFIC GROWTH FUND (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA) |
| INVESCO INTERNATIONAL GROWTH (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| JOHN HANCOCK U.S. GROWTH FUND (JOHN HANCOCK USA) |
| JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| NEW OPPORTUNITIES 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) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| TEMPLETON FOREIGN SMALLER CO (JOHN HANCOCK USA) |
| THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD EXPLORER FUND (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA) |
| TEMPLETON WORLD (JOHN HANCOCK USA) |
| INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| MFS UTILITIES FUND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA) |
| VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA) |
| 10 YEAR COMP (JOHN HANCOCK USA) |
ALBERT LEE, 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 ALBERT LEE, INC. 401(K) PLAN is $20,290,244.00.This plan was established in 1996.
At the end of 2022, the total number of retirement plan participants in ALBERT LEE, INC. 401(K) PLAN is 177
In 2022, the average participant retirement account value for ALBERT LEE, INC. 401(K) PLAN is $114,634.00
In 2022, the estimated average employee contribution amount per participant for ALBERT LEE, INC. 401(K) PLAN is $7,145.00
In 2022, the estimated average employer match for an employee in ALBERT LEE, INC. 401(K) PLAN is approximately $3,784.00
In 2022, ALBERT LEE, INC. 401(K) PLAN allocates $669,937.00 to match its employees' contributions, providing an employer match rate of 51.24% of their contributions
In 2022, the total retirement plan asset growth rate of ALBERT LEE, INC. 401(K) PLAN is -12.19%
In 2022, the estimated aggregate retirement account investment gain/loss for ALBERT LEE, INC. 401(K) PLAN is -17.79%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ALBERT LEE, INC. 401(K) PLAN is 0.24%.
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