APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN
- Address: 855 EAST COLLINS BLVD.,RICHARDSON,TX
- Contact person: DARLENE STONEHAM
- Phone: (972) 398-3750
| Investment Options of APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2065 (JOHN HANCOCK) |
| JH MULTIMANAGER - 2060 (JOHN HANCOCK) |
| JH MULTIMANAGER - 2055 (JOHN HANCOCK) |
| JH MULTIMANAGER - 2050 (JOHN HANCOCK) |
| 35917LTIMANAGER - 2045 (JOHN HANCOCK) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER - 2040 (JOHN HANCOCK) |
| JH MULTIMANAGER - 2035 (JOHN HANCOCK) |
| JH MULTIMANAGER -2030 (JOHN HANCOCK) |
| JH MULTIMANAGER 2025 (JOHN HANCOCK) |
| JH MULTIMANAGER 2020 (JOHN HANCOCK) |
| JH MULTIMANAGER 2010 (JOHN HANCOCK) |
| JH MULTIMANAGER AGRESSIVE (JOHN HANCOCK) |
| JH MULTIMANAGER GROWTH (JOHN HANCOCK) |
| JH MULTIMANAGER BALANCED (JOHN HANCOCK) |
| JH MULTIMANAGER MODERATE (JOHN HANCOCK) |
| JH MULTIMANAGER CONSERV (JOHN HANCOCK) |
| ALLSPRING SMALL COMPANY GROWTH (JOHN HANCOCK) |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK) |
| AMFUNDS SMALLCAP WORLD (JOHN HANCOCK) |
| BAIRD MIDCAP FUND (JOHN HANCOCK) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK) |
| REAL EST SECURITIES FUND (JOHN HANCOCK) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK) |
| SMALL CAP INDEX FUND (JOHN HANCOCK) |
| T ROWE PRICE HEALTH SCI (JOHN HANCOCK) |
| AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK) |
| DODGE & COXSTOCK FUND (JOHN HANCOCK) |
| EQUITY INCOME FUND (JOHN HANCOCK) |
| FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK) |
| FIDELITY CONTRAFUND (JOHN HANCOCK) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK) |
| T ROWE PRICE SCI & TECH (JOHN HANCOCK) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK) |
| VANGUARD ENERGY FUND (JOHN HANCOCK) |
| VANGUARD EXPLORER FUND (JOHN HANCOCK) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK) |
| 500 INDEX FUND (JOHN HANCOCK) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK) |
| FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK) |
| INVESCO OPP INTL GROWTH FUND (JOHN HANCOCK) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK) |
| JOHN HANCOCK INTL GROWTH (JOHN HANCOCK) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK) |
| VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK) |
| AF CAPITAL INCOME BUILDER (JOHN HANCOCK) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK) |
| MFS UTILITES FUND (JOHN HANCOCK) |
| PIMCO ALL ASSET (JOHN HANCOCK) |
| AF US GOVERNMENT SECURITIES (JOHN HANCOCK) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK) |
| FIDELITY ADVISOR TOTAL FUND (JOHN HANCOCK) |
| HIGH YIELD FUND (JOHN HANCOCK) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK) |
| JP MORGAN CORE BOND FUND (JOHN HANCOCK) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK) |
| T ROWE PRICE SPECTRUM INC. (JOHN HANCOCK) |
| MONEY MARKET FUND (JOHN HANCOCK) |
| PAYDEN/KRAVITZ CASH BALANCE (JOHN HANCOCK) |
| T ROWE PRICE SHORT TERM BOND (JOHN HANCOCK) |
| VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK) |
| JP MORGAN MIDCAP VALUE FUND (JOHN HANCOCK) |
| MID CAP INDEX FUND (JOHN HANCOCK) |
At the end of 2022, the total retirement plan assets of APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is $9,314,740.00.This plan was established in 2000.
At the end of 2022, the total number of retirement plan participants in APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is 220
In 2022, the average participant retirement account value for APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is $42,339.00
In 2022, the estimated average employee contribution amount per participant for APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is $4,546.00
In 2022, the estimated average employer match for an employee in APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is approximately $454.00
In 2022, APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN allocates $100,085.00 to match its employees' contributions, providing an employer match rate of 10.10% of their contributions
In 2022, the total retirement plan asset growth rate of APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is -15.67%
In 2022, the estimated aggregate retirement account investment gain/loss for APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is -16.38%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN is 0.51%.
Articles on Retirement Plans
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article, we'll...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
401k Company Match: How To Maximize Your Free Money
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Retirement Calculator
See how much you can save for retirement.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Investment Calculator
Grow your wealth and see the power of compounding
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...