ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN

  • Address: 5535 MEMORIAL DR., SUITE F-811,HOUSTON,TX
  • Contact person: COLIN GARZA
  • Phone: (713) 874-1519
Investment Options of ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN (as of 2022)
500 INDEX FUND (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JH MULTI-INDEX INCOME PRESERV (JOHN HANCOCK USA)
Click for all funds ↓↓↓
DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA)
AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA)
WISDOMTREE MIDCAP DIVIDEND ETF (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
TEMPLETON WORLD (JOHN HANCOCK USA)
JPMORGAN SMID CAP FUND (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2055 PRESERV (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
JH MULTI-INDEX 2040 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)

ALLEGRO ORGANIZATIONAL SOLUTIONS 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

At the end of 2022, the total retirement plan assets of ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is $886,048.00.This plan was established in 2015.

At the end of 2022, the total number of retirement plan participants in ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is 148

In 2022, the average participant retirement account value for ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is $5,986.00

In 2022, the estimated average employee contribution amount per participant for ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is $1,281.00

In 2022, the total retirement plan asset growth rate of ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is 4.62%

In 2022, the estimated aggregate retirement account investment gain/loss for ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is -13.91%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN is 1.22%.

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