ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
- Address: 7956 WEST JEFFERSON BLVD.,FORT WAYNE,IN
- Contact person: MICHELLE LEE
- Phone: (260) 432-7761
| Investment Options of ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST (as of 2022) |
|---|
| SCHWAB MANAGED RET TR FUND 2025 (CHARLES SCHWAB BANK) |
| SCHWAB MANAGED RET TR FUND 2035 (CHARLES SCHWAB BANK) |
| SCHWAB MANAGED RET TR FUND 2045 (CHARLES SCHWAB BANK) |
| SCHWAB MANAGED RET TR FUND 2055 (CHARLES SCHWAB BANK) |
| SCHWAB MANAGED RET TR FUND 2015 (CHARLES SCHWAB BANK) |
ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 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.
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 ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is $33,021,061.00.This plan was established in 1994.
At the end of 2022, the total number of retirement plan participants in ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is 140
In 2022, the average participant retirement account value for ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is $235,864.00
In 2022, the estimated average employee contribution amount per participant for ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is $3,232.00
In 2022, the estimated average employer match for an employee in ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is approximately $3,897.00
In 2022, ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST allocates $545,622.00 to match its employees' contributions, providing an employer match rate of 118.86% of their contributions
In 2022, the total retirement plan asset growth rate of ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is -25.13%
In 2022, the estimated aggregate retirement account investment gain/loss for ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is -16.14%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST is 0.07%.
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