ALTA CARE GROUP, INC. 401(K) PLAN

  • Address: 7620 MARKET STREET,,YOUNGSTOWN,OH
  • Contact person: JOSEPH SHOROKEY
  • Phone: (330) 793-2487
Investment Options of ALTA CARE GROUP, INC. 401(K) 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 2045 LIFETIME (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2020 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)
JANUS HENDERSON GBL EQ INCOME (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 VALUE FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (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)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
EQUITY INCOME FUND (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
CORE BOND FUND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)

ALTA CARE GROUP, 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 ALTA CARE GROUP, INC. 401(K) PLAN is $4,795,801.00.This plan was established in 2004.

At the end of 2022, the total number of retirement plan participants in ALTA CARE GROUP, INC. 401(K) PLAN is 205

In 2022, the average participant retirement account value for ALTA CARE GROUP, INC. 401(K) PLAN is $23,394.00

In 2022, the estimated average employee contribution amount per participant for ALTA CARE GROUP, INC. 401(K) PLAN is $1,050.00

In 2022, the estimated average employer match for an employee in ALTA CARE GROUP, INC. 401(K) PLAN is approximately $1,260.00

In 2022, ALTA CARE GROUP, INC. 401(K) PLAN allocates $258,324.00 to match its employees' contributions, providing an employer match rate of 122.38% of their contributions

In 2022, the total retirement plan asset growth rate of ALTA CARE GROUP, INC. 401(K) PLAN is -13.81%

In 2022, the estimated aggregate retirement account investment gain/loss for ALTA CARE GROUP, INC. 401(K) PLAN is -15.74%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ALTA CARE GROUP, INC. 401(K) PLAN is 0.05%.

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