ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN
- Address: 105 BRUCKNER BLVD,BRONX,NY
- Contact person: NASSER GHALEB
- Phone: (212) 279-3902
| Investment Options of ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN (as of 2021) |
|---|
| PARNASSUS CORE EQUITY FUND (JOHN HANCOCK NEW YORK) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK NEW YORK) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK NEW YORK) |
| Click for all funds ↓↓↓ |
| MFS EMERGING MARKETS DEBT (JOHN HANCOCK NEW YORK) |
| MFS UTILITIES FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE CAP APPRECIATION (JOHN HANCOCK NEW YORK) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK NEW YORK) |
| FEDERATED HIGH YIELD BOND (JOHN HANCOCK NEW YORK) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK NEW YORK) |
| HIGH YIELD FUND (JOHN HANCOCK NEW YORK) |
| ALTERNATIVE ASSET ALLOCATION (JOHN HANCOCK NEW YORK) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK NEW YORK) |
| PIMCO REAL RETURN (JOHN HANCOCK NEW YORK) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2015 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2040 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2030 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX 2025 PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTI-INDEX INCOME PRESERV (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER GROWTH LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER BALANCED LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER MODERATE LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER CONSERV LS (JOHN HANCOCK NEW YORK) |
| AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK NEW YORK) |
| AMERICAN FUNDS SMALLCAP WORLD (JOHN HANCOCK NEW YORK) |
| DFA EMERGING MARKETS VALUE (JOHN HANCOCK NEW YORK) |
| DFA INTERNATIONAL VALUE (JOHN HANCOCK NEW YORK) |
| DFA US TARGETED VALUE FUND (JOHN HANCOCK NEW YORK) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK NEW YORK) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK NEW YORK) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK NEW YORK) |
| ISHARES GOLD TRUST ETF (JOHN HANCOCK NEW YORK) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK NEW YORK) |
| JH DISCIPLINED VALUE MID CAP (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK NEW YORK) |
| MID CAP INDEX FUND (JOHN HANCOCK NEW YORK) |
| MID VALUE FUND (JOHN HANCOCK NEW YORK) |
| NEW OPPORTUNITIES FUND (JOHN HANCOCK NEW YORK) |
| PIMCO COMMODITY REAL RETURN (JOHN HANCOCK NEW YORK) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK NEW YORK) |
| ROYCE OPPORTUNITY (JOHN HANCOCK NEW YORK) |
| ROYCE PENNSYLVANIA MUTUAL FUND (JOHN HANCOCK NEW YORK) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK NEW YORK) |
| SMALL CAP INDEX FUND (JOHN HANCOCK NEW YORK) |
| SMALL CAP STOCK FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE SML CAP VAL (JOHN HANCOCK NEW YORK) |
| TEMPLETON FOREIGN SMALLER CO (JOHN HANCOCK NEW YORK) |
| VANGUARD ENERGY FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD EXPLORER FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK NEW YORK) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK NEW YORK) |
| 500 INDEX FUND (JOHN HANCOCK NEW YORK) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK NEW YORK) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK NEW YORK) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK NEW YORK) |
| INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK NEW YORK) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK NEW YORK) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK NEW YORK) |
| DODGE & COX STOCK FUND (JOHN HANCOCK NEW YORK) |
| EQUITY INCOME FUND (JOHN HANCOCK NEW YORK) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK NEW YORK) |
| INVESCO GLOBAL FUND (JOHN HANCOCK NEW YORK) |
| INVESCO OPP INTL GROWTH FUND (JOHN HANCOCK NEW YORK) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK INTL GROWTH (JOHN HANCOCK NEW YORK) |
| JPMORGAN LARGE CAP GROWTH (JOHN HANCOCK NEW YORK) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK NEW YORK) |
| MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK NEW YORK) |
At the end of 2021, the total retirement plan assets of ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is $10,444,626.00.This plan was established in 2022.
At the end of 2021, the total number of retirement plan participants in ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is 141
In 2021, the average participant retirement account value for ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is $74,075.00
In 2021, the estimated average employee contribution amount per participant for ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is $3,691.00
In 2021, the estimated average employer match for an employee in ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is approximately $2,873.00
In 2021, ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN allocates $405,136.00 to match its employees' contributions, providing an employer match rate of 77.84% of their contributions
In 2021, the total retirement plan asset growth rate of ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is 18.37%
In 2021, the estimated aggregate retirement account investment gain/loss for ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is 11.99%. This measures the effectiveness of the plan participants' investments in the year.
In 2021, the investment and administrative expense ratio of ASSOCIATION FOR ENERGY AFFORDABILITY, INC. 401K PLAN is 0.56%.
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