ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

  • Address: 10 ALEXANDER DRIVE,MUNCY,PA
  • Phone: (570) 546-4925
Investment Options of ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN (as of 2022)
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)
JH MULTI-INDEX 2065 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2055 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2040 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2030 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2025 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX INCOME PRESERV (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA)
SELECT AA CONSERVATIVE (JOHN HANCOCK USA)
COLUMBIA OVERSEAS VALUE FUND (JOHN HANCOCK USA)
DFA EMERGING MARKETS VALUE (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA)
FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
PGIM JENNISON MID CAP GROWTH (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
SPROTT GOLD EQUITY FUND (JOHN HANCOCK USA)
T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
DELAWARE IVY ASSET STRATEGY (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)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
AMERICAN FUNDS 2010 TD (JOHN HANCOCK USA)

ALEXANDER FAMILY DEALERSHIPS 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 ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is $24,065,678.00.This plan was established in 1983.

At the end of 2022, the total number of retirement plan participants in ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is 836

In 2022, the average participant retirement account value for ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is $28,786.00

In 2022, the estimated average employee contribution amount per participant for ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is $3,111.00

In 2022, the estimated average employer match for an employee in ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is approximately $629.00

In 2022, ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN allocates $526,644.00 to match its employees' contributions, providing an employer match rate of 20.43% of their contributions

In 2022, the total retirement plan asset growth rate of ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is -9.32%

In 2022, the estimated aggregate retirement account investment gain/loss for ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is -16.26%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN is 0.71%.

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 ...