CHARTER SENIOR LIVING 401(K) PLAN
- Address: 2863 W. 95TH STREET, SUITES 143-365,NAPERVILLE,IL
- Contact person: KELLEY STEINER
- Phone: (331) 472-2078
| Investment Options of CHARTER SENIOR LIVING 401(K) PLAN (as of 2022) |
|---|
| VANGUARD TARGET RET 2065 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2060 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2055 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2050 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2045 (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| VANGUARD TARGET RET 2040 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2035 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2030 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2025 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2020 (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS AGGRESSIVE (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS GROWTH (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS BALANCED (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS MODERATE (JOHN HANCOCK USA) |
| JH MULTI-INDEX LS CONSERV (JOHN HANCOCK USA) |
| EUROPACIFIC GROWTH FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| VANGUARD EXPLORER FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
| VANGUARD TARGET RET 2015 (JOHN HANCOCK USA) |
| VANGUARD TARGET RET INCOME (JOHN HANCOCK USA) |
| CARILLON EAGLE MID CAP GROWTH (JOHN HANCOCK USA) |
| FIDELITY CONTRAFUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD TOTAL INTL STOCK INDEX (JOHN HANCOCK USA) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA) |
| FEDERATED HIGH YIELD BOND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
CHARTER SENIOR LIVING 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 CHARTER SENIOR LIVING 401(K) PLAN is $2,417,124.00.This plan was established in 2019.
At the end of 2022, the total number of retirement plan participants in CHARTER SENIOR LIVING 401(K) PLAN is 1773
In 2022, the average participant retirement account value for CHARTER SENIOR LIVING 401(K) PLAN is $1,363.00
In 2022, the estimated average employee contribution amount per participant for CHARTER SENIOR LIVING 401(K) PLAN is $447.00
In 2022, the estimated average employer match for an employee in CHARTER SENIOR LIVING 401(K) PLAN is approximately $216.00
In 2022, CHARTER SENIOR LIVING 401(K) PLAN allocates $383,399.00 to match its employees' contributions, providing an employer match rate of 54.99% of their contributions
In 2022, the total retirement plan asset growth rate of CHARTER SENIOR LIVING 401(K) PLAN is 55.67%
In 2022, the estimated aggregate retirement account investment gain/loss for CHARTER SENIOR LIVING 401(K) PLAN is -14.54%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of CHARTER SENIOR LIVING 401(K) PLAN is 1.47%.
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