ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST

  • Address: 1163 HELMO AVENUE NORTH,OAKDALE,MN
  • Contact person: SUSAN HARGROVE
  • Phone: (651) 501-3759
Investment Options of ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST (as of 2022)
AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA)
Click for all funds ↓↓↓
AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2015 TD (JOHN HANCOCK USA)
DFA INTL SMALL CAP VALUE (JOHN HANCOCK USA)
FIDELITY REAL ESTATE INDEX (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
JPMORGAN SMID CAP FUND (JOHN HANCOCK USA)
NORTHERN EM EQUITY INDEX FUND (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
UNDISCOVERED MGR BEHAVIORAL (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
WISDOMTREE MIDCAP DIVIDEND ETF (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA)
JOHN HANCOCK INTL GROWTH (JOHN HANCOCK USA)
MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA)
MFS VALUE FUND (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA)
TEMPLETON GLOBAL BOND FUND (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA)

ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST 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 ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is $10,390,749.00.This plan was established in 2003.

At the end of 2022, the total number of retirement plan participants in ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is 236

In 2022, the average participant retirement account value for ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is $44,028.00

In 2022, the estimated average employee contribution amount per participant for ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is $5,448.00

In 2022, the estimated average employer match for an employee in ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is approximately $2,435.00

In 2022, ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST allocates $574,662.00 to match its employees' contributions, providing an employer match rate of 49.52% of their contributions

In 2022, the total retirement plan asset growth rate of ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is -1.53%

In 2022, the estimated aggregate retirement account investment gain/loss for ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is -16.95%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST is 0.87%.

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