CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN

  • Address: ONE COMMONWEALTH DRIVE,LAWRENCE,MA
  • Contact person: CHARLES DAHER
  • Phone: (978) 687-3000
Investment Options of CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN (as of 2022)
AEGON BALANCED RET OPT (TRANSAMERICA LIFE INS CO)
ALLSPRING GOVT SECURITIES RET OPT (TRANSAMERICA LIFE INS CO)
ALLSPRING PRECIOUS METALS RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN CENTURY GL GR RET OPT (TRANSAMERICA LIFE INS CO)
AMERICAN FDS FDAMENTAL INVS RET OPT (TRANSAMERICA LIFE INS CO)
Click for all funds ↓↓↓
AMERICAN FDS GR FD OF AMERICA INV O (TRANSAMERICA LIFE INS CO)
AMERICAN FDS WASHINGTON MUTUAL INVS (TRANSAMERICA LIFE INS CO)
COLUMBIA MID CAP VALUE INV OPT (TRANSAMERICA LIFE INS CO)
DREYFUS INTL EQUITY INV OPT (TRANSAMERICA LIFE INS CO)
FIDELITY ADV SMALL CAP INV OPT (TRANSAMERICA LIFE INS CO)
FRANKLIN MUTUAL FINANCIAL SERVICES (TRANSAMERICA LIFE INS CO)
FRANKLIN SMALL-MID CAP GR RET OPT (TRANSAMERICA LIFE INS CO)
FRANKLIN UTILITIES RET OPT (TRANSAMERICA LIFE INS CO)
INVESCO AMERICAN FRANCHISE INV OPT (TRANSAMERICA LIFE INS CO)
JANUS FORTY RET OPT (TRANSAMERICA LIFE INS CO)
JANUS HENDERSON RESEARCH RET OPT (TRANSAMERICA LIFE INS CO)
JANUS HENDERSON SM CP VAL RET OPT (TRANSAMERICA LIFE INS CO)
MFS GROWTH WITH INC INV OPT (TRANSAMERICA LIFE INS CO)
NUVEEN REAL ESTATE SEC RET OPT (TRANSAMERICA LIFE INS CO)
OPPENHEIMER GLOBAL RET OPT (TRANSAMERICA LIFE INS CO)
STATE STREET S&P 500 INDEX RET OPT (TRANSAMERICA LIFE INS CO)
STATE STREET S&P MD CP IDX RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP IDX RETMENT RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2025 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2030 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2035 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2040 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2045 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2050 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2055 RET OPT (TRANSAMERICA LIFE INS CO)
TA BLACKROCK LP INDEX 2060 RET OPT (TRANSAMERICA LIFE INS CO)
TA VANGUARD ERPN STOCK IDX RT OPT (TRANSAMERICA LIFE INS CO)
TA VANGUARD TOTAL STOCK MKT IDX RT (TRANSAMERICA LIFE INS CO)
TRANS ASST ALLC INTDLNG HRZ RT OPT (TRANSAMERICA LIFE INS CO)
TRANS ASST ALLC INTMD HRZN RT OPT (TRANSAMERICA LIFE INS CO)
TRANS ASST ALLC LNG HORIZON RET OPT (TRANSAMERICA LIFE INS CO)
TRANSAMERICA AST ALLC SH HRZ RT OPT (TRANSAMERICA LIFE INS CO)
TRANSAMERICA PTNR CORE BD RT OPT (TRANSAMERICA LIFE INS CO)
TRANSAMERICA PTNR HIGH YIELD BD RT (TRANSAMERICA LIFE INS CO)
TRANSAMERICA PTNR MD VAL RT OPT (TRANSAMERICA LIFE INS CO)
WMC DISCIPLINED US GROWTH RET OPT (TRANSAMERICA LIFE INS CO)

CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT 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 CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is $13,178,945.00.This plan was established in 1993.

At the end of 2022, the total number of retirement plan participants in CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is 270

In 2022, the average participant retirement account value for CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is $48,810.00

In 2022, the estimated average employee contribution amount per participant for CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is $3,420.00

In 2022, the estimated average employer match for an employee in CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is approximately $658.00

In 2022, CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN allocates $177,727.00 to match its employees' contributions, providing an employer match rate of 19.83% of their contributions

In 2022, the total retirement plan asset growth rate of CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is -14.01%

In 2022, the estimated aggregate retirement account investment gain/loss for CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is -16.41%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN is 0.04%.

Articles on Retirement Plans

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 ...