ASSISTED HOME RECOVERY 401(K) PLAN

  • Address: 72 MOODY COURT,THOUSAND OAKS,CA
  • Contact person: MICHAEL DONLEY
  • Phone: (805) 371-9988
Investment Options of ASSISTED HOME RECOVERY 401(K) PLAN (as of 2021)
AB HIGH INCOME RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2010 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2015 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2020 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2025 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
Click for all funds ↓↓↓
AMERICAN 2030 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2035 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2040 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2045 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2050 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2055 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN 2060 TARGET DATE RETIREMEN (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FUNDS BALANCED RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FDS EUROPACIFIC GR RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FUNDS NEW WORLD RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
DWS ENHANCED COMM STRATEGY RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
FIDELITY ADVISOR NEW INSIGHTS RT AC (TRANSAMERICA FINANCIAL LIFE INS CO)
HARTFORD MID CAP RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
INVESCO DVSF DIVIDEND RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
MFS INTL DIVERSIFICATION RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
MFS MASSACHUSETTS INVS GR STOCK RT (TRANSAMERICA FINANCIAL LIFE INS CO)
MFS MID CAP VALUE RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
PRUDENTIAL TOTAL RTURN BD RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET RUSSELL SM CP IDX RT A (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET RUSSELL SM CP VAL IDX (TRANSAMERICA FINANCIAL LIFE INS CO)
TA VANGUARD TOTAL STOCK MKT IDX RT (TRANSAMERICA FINANCIAL LIFE INS CO)

ASSISTED HOME RECOVERY 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 2021, the total retirement plan assets of ASSISTED HOME RECOVERY 401(K) PLAN is $13,082,239.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in ASSISTED HOME RECOVERY 401(K) PLAN is 1228

In 2021, the average participant retirement account value for ASSISTED HOME RECOVERY 401(K) PLAN is $10,653.00

In 2021, the estimated average employee contribution amount per participant for ASSISTED HOME RECOVERY 401(K) PLAN is $1,251.00

In 2021, the estimated average employer match for an employee in ASSISTED HOME RECOVERY 401(K) PLAN is approximately $546.00

In 2021, ASSISTED HOME RECOVERY 401(K) PLAN allocates $671,233.00 to match its employees' contributions, providing an employer match rate of 43.69% of their contributions

In 2021, the total retirement plan asset growth rate of ASSISTED HOME RECOVERY 401(K) PLAN is 30.15%

In 2021, the estimated aggregate retirement account investment gain/loss for ASSISTED HOME RECOVERY 401(K) PLAN is 13.75%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of ASSISTED HOME RECOVERY 401(K) PLAN is 0.63%.

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