ANDERTON GROUP II, LTD. 401(K) PLAN
- Address: P.O. BOX 23007,WACO,TX
- Contact person: DAVID ANDERTON
- Phone: (254) 751-1012
| Investment Options of ANDERTON GROUP II, LTD. 401(K) PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| 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 FUNDS SMALLCAP WORLD (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID VALUE FUND (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY 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) |
| T. ROWE PRICE SML CAP VAL (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 NEW PERSPECTIVE (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| EQUITY INCOME FUND (JOHN HANCOCK USA) |
| INVESCO EQV INTL EQUITY FUND (JOHN HANCOCK USA) |
| PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| DELAWARE IVY ASSET STRATEGY (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (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) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK NEW YORK) |
| PIMCO GLOBAL BOND OPPS FUND (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK NEW YORK) |
| FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK NEW YORK) |
| INVESCO INTERNATIONAL GROWTH (JOHN HANCOCK NEW YORK) |
| MID CAP STOCK FUND (JOHN HANCOCK NEW YORK) |
| SMALLCAP WORLD FUND (JOHN HANCOCK NEW YORK) |
| SPROTT GOLD FUND (JOHN HANCOCK NEW YORK) |
| NEW PERSPECTIVE FUND (JOHN HANCOCK NEW YORK) |
| IVY ASSET STRATEGY FUND (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK NEW YORK) |
| SMALL COMPANY VALUE FUND (JOHN HANCOCK NEW YORK) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK NEW YORK (JH MULTIMANAGER 2065 LIFETIME) |
ANDERTON GROUP II, LTD. 401(K) 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 ANDERTON GROUP II, LTD. 401(K) PLAN is $3,076,626.00.This plan was established in 1998.
At the end of 2022, the total number of retirement plan participants in ANDERTON GROUP II, LTD. 401(K) PLAN is 137
In 2022, the average participant retirement account value for ANDERTON GROUP II, LTD. 401(K) PLAN is $22,457.00
In 2022, the estimated average employee contribution amount per participant for ANDERTON GROUP II, LTD. 401(K) PLAN is $1,804.00
In 2022, the estimated average employer match for an employee in ANDERTON GROUP II, LTD. 401(K) PLAN is approximately $617.00
In 2022, ANDERTON GROUP II, LTD. 401(K) PLAN allocates $84,630.00 to match its employees' contributions, providing an employer match rate of 34.61% of their contributions
In 2022, the total retirement plan asset growth rate of ANDERTON GROUP II, LTD. 401(K) PLAN is -20.94%
In 2022, the estimated aggregate retirement account investment gain/loss for ANDERTON GROUP II, LTD. 401(K) PLAN is -17.37%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ANDERTON GROUP II, LTD. 401(K) PLAN is 1.04%.
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