EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN
- Address: 575 OSGOOD STREET,NORTH ANDOVER,MA
- Contact person: MARLENE ROTERING
- Phone: (978) 725-4105
| Investment Options of EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2015 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) |
| EUROPACIFIC GROWTH FUND (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID CAP STOCK FUND (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA) |
| INVESCO OPPENHEIMER GLOBAL (JOHN HANCOCK USA) |
| TEMPLETON WORLD (JOHN HANCOCK USA) |
| THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| PIMCO GLOBAL BOND OPPS FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA) |
| T.ROWE PRICE SML CAP VAL (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK USA) |
| JANUS HENDERSON GBL EQ INCOME (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPPORTUNITIES FUND (JOHN HANCOCK USA) |
| JP MORGAN LARGE CAP GROWTH (JOHN HANCOCK USA) |
| MAP CONTRACT SEPARATE ACCOUNT D (VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY) |
EDGEWOOD RETIREMENT COMMUNITY 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 EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is $5,406,737.00.This plan was established in 2003.
At the end of 2022, the total number of retirement plan participants in EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is 271
In 2022, the average participant retirement account value for EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is $19,951.00
In 2022, the estimated average employee contribution amount per participant for EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is $1,694.00
In 2022, the estimated average employer match for an employee in EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is approximately $782.00
In 2022, EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN allocates $212,082.00 to match its employees' contributions, providing an employer match rate of 45.35% of their contributions
In 2022, the total retirement plan asset growth rate of EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is -8.28%
In 2022, the estimated aggregate retirement account investment gain/loss for EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is -15.33%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of EDGEWOOD RETIREMENT COMMUNITY 401(K) RETIREMENT PLAN is 0.63%.
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