ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

  • Address: P.O. BOX 176,BELLINGHAM,MA
  • Contact person: KAZMIER KASPER
  • Phone: (508) 966-0811
Investment Options of ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN (as of 2022)
JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (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)
AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA)
AMERICAN FUNDS SMALLCAP WORLD (JOHN HANCOCK USA)
FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA)
INVESCO DEVELOPING MARKETS (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)
MID CAP INDEX FUND (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
SMALL CAP STOCK FUND (JOHN HANCOCK USA)
SPROTT GOLD EQUITY FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA)
T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW 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)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
DOMINI IMPACT EQUITY FUND (JOHN HANCOCK USA)
FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK USA)
MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
JOHN HANCOCK U.S. GROWTH FUND (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA)
TEMPLETON WORLD (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
PIMCO ALL ASSET (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (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)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA)
T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA)
PIMCO GLOBAL BOND OPPS FUND (JOHN HANCOCK USA)


At the end of 2022, the total retirement plan assets of ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is $7,192,503.00.This plan was established in 1998.

At the end of 2022, the total number of retirement plan participants in ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is 119

In 2022, the average participant retirement account value for ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is $60,441.00

In 2022, the estimated average employee contribution amount per participant for ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is $2,815.00

In 2022, the estimated average employer match for an employee in ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is approximately $1,011.00

In 2022, ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN allocates $120,380.00 to match its employees' contributions, providing an employer match rate of 36.70% of their contributions

In 2022, the total retirement plan asset growth rate of ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is -13.99%

In 2022, the estimated aggregate retirement account investment gain/loss for ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is -16.31%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALGONQUIN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN is 0.84%.

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