CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)

  • Address: 10100 INNOVATION DRIVE SUITE 400,DAYTON,OH
  • Contact person: SARAH MULVIHILL
  • Phone: (513) 424-5000
Investment Options of CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) (as of 2022)
FLEXPATH INDEX MODERATE 2025 R1 (AST WILMINGTON TRUST)
FLEXPATH INDEX AGGRESSIVE 2035 R1 (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE RETIRE FUND (AST WILMINGTON TRUST)
LARGE CAP GROWTH FUND CLASS R1 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE 2045 FUND CL R (AST WILMINGTON TRUST)
Click for all funds ↓↓↓
INDEXSELECT MODERATE 2055 FUND CL R (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2035 FUND CL (AST WILMINGTON TRUST)
FLEXPATH INDEX CONSERVATIVE RETIRE (AST WILMINGTON TRUST)
INDEXSELECT CONSERVATIVE 2055 FUND (AST WILMINGTON TRUST)
FLEXPATH INDEX AGGRESSIVE 2045 R1 (AST WILMINGTON TRUST)
FLEXPATH INDEX MODERATE 2035 R1 (AST WILMINGTON TRUST)
INDEXSELECT MOD 2065 FUND CLASS R6 (AST WILMINGTON TRUST)
INDEXSELECT CONSERVATIVE 2025 FUND (AST WILMINGTON TRUST)
FLEXPATH INDEX AGGRESSIVE RETIRE R1 (AST WILMINGTON TRUST)
CORE BOND FUND CLASS R1 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE 2035 FUND CL R (AST WILMINGTON TRUST)
FLEXPATH INDEX CONSERVATIVE 2055 R1 (AST WILMINGTON TRUST)
INTERNATIONAL STOCK R1 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE 2025 FUND CL R (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2045 FUND CL (AST WILMINGTON TRUST)
FLEXPATH INDEX MODERATE RETIRE R1 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE RETIRE FUND CL (AST WILMINGTON TRUST)
INDEXSELECT CONSERVATIVE RET FUND C (AST WILMINGTON TRUST)
FLEXPATH INDEX MODERATE 2045 R1 (AST WILMINGTON TRUST)
FLEXPATH INDEX MODERATE 2055 R1 (AST WILMINGTON TRUST)
FLEXPATH INDEX CONSERVATIVE 2025 R1 (AST WILMINGTON TRUST)
FLEXPATH INDEX AGGRESSIVE 2055 R1 (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2055 FUND CL (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2025 FUND CL (AST WILMINGTON TRUST)

CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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 CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is $104,457,308.00.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is 698

In 2022, the average participant retirement account value for CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is $149,652.00

In 2022, the estimated average employee contribution amount per participant for CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is $7,459.00

In 2022, the estimated average employer match for an employee in CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is approximately $4,459.00

In 2022, CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) allocates $3,112,508.00 to match its employees' contributions, providing an employer match rate of 64.49% of their contributions

In 2022, the total retirement plan asset growth rate of CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is -15.33%

In 2022, the estimated aggregate retirement account investment gain/loss for CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is -14.61%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) is 0.18%.

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