ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN

  • Address: 7800 S.W. 87TH AVENUE,,MIAMI,FL
  • Phone: (305) 595-0109
Investment Options of ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN (as of 2022)
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)
Click for all funds ↓↓↓
AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA)
DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA)
FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
JOHN HANCOCK INTL GROWTH (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
ROYCE OPPORTUNITY (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA)
TEMPLETON FOREIGN SMALLER CO (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
FIDELITY ADV NEW INSIGHTS (JOHN HANCOCK USA)
FIDELITY CONTRAFUND (JOHN HANCOCK USA)
MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA)
FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
TEMPLETON WORLD (JOHN HANCOCK USA)
INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA)
VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
AMERICAN BALANCED FUND (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
US GOVERNMENT SECURITIES (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
JOHN HANCOCK US GROWTH FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAPE VALUE INDEX (JOHN HANCOCK USA)
INVESCO DISCOVERY MID CAP GROW (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
AF THE INCOME FUND OF AMERICA (JOHN HANCOCK USA)

ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 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 2022, the total retirement plan assets of ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN is $3,827,438.00.This plan was established in 1999.

At the end of 2022, the total number of retirement plan participants in ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN is 116

In 2022, the average participant retirement account value for ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN is $32,995.00

In 2022, the estimated average employee contribution amount per participant for ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN is $1,901.00

In 2022, the total retirement plan asset growth rate of ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN is -17.33%

In 2022, the estimated aggregate retirement account investment gain/loss for ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) 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 ASTHMA & ALLERGY ASSOCIATES OF FLORIDA 401(K) PLAN is 0.70%.

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