CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST

  • Address: 4151 WOODCOCK DRIVE, SUITE 100,JACKSONVILLE,FL
  • Contact person: CHRISTOPHER E IMBACH
  • Phone: (904) 722-6502
Investment Options of CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST (as of 2022)
COLUMBIA DIVIDEND INCOME FUND (JOHN HANCOCK USA)
FRANKLIN DYNATECH FUND (JOHN HANCOCK USA)
FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA)
Click for all funds ↓↓↓
FIDELITY ADVISOR BALANCED FUND (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
BLACKROCK HIGH YIELD BOND FUND (JOHN HANCOCK USA)
HIGH YIELD FUND (JOHN HANCOCK USA)
LORD ABBETT BOND DEBENTURE (JOHN HANCOCK USA)
PIMCO INTL BOND USD-HEDGED (JOHN HANCOCK USA)
JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK USA)
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)
AB SMALL CAP GROWTH FUND (JOHN HANCOCK USA)
ALLSPRING SPECIAL MIDCAP VALUE (JOHN HANCOCK USA)
ALLSPRING SPECIAL SCAP VALUE (JOHN HANCOCK USA)
AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA)
FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA)
ISHARES GOLD TRUST ETF (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
MFS MID CAP GROWTH FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
PARNASSUS MID CAP FUND (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
AB LARGE CAP GROWTH FUND (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA)
WESTERN ASSET CORE BOND FUND (JOHN HANCOCK USA)
PGIM SHORT-TERM CORPORATE BOND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM BOND INDEX (JOHN HANCOCK USA)

CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST 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 CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is $4,976,737.00.This plan was established in 2004.

At the end of 2022, the total number of retirement plan participants in CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is 264

In 2022, the average participant retirement account value for CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is $18,851.00

In 2022, the estimated average employee contribution amount per participant for CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is $928.00

In 2022, the estimated average employer match for an employee in CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is approximately $417.00

In 2022, CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST allocates $110,165.00 to match its employees' contributions, providing an employer match rate of 43.87% of their contributions

In 2022, the total retirement plan asset growth rate of CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is -22.91%

In 2022, the estimated aggregate retirement account investment gain/loss for CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is -17.24%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST is 0.90%.

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