ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN

  • Address: 4310 METRO PARKWAY, SUITE 205,FORT MYERS,FL
  • Phone: (833) 362-7935
Investment Options of ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN (as of 2022)
AF 2020 (JOHN HANCOCK USA)
AF 2025 (JOHN HANCOCK USA)
AF 2030 (JOHN HANCOCK USA)
AF 2035 (JOHN HANCOCK USA)
AF 2040 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
AF 2045 (JOHN HANCOCK USA)
AF 2050 (JOHN HANCOCK USA)
AF 2055 (JOHN HANCOCK USA)
AF 2060 (JOHN HANCOCK USA)
AF 2065 (JOHN HANCOCK USA)
RMET SV (JOHN HANCOCK USA)
VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA)
PIMCO INCOME FUND (JOHN HANCOCK USA)
AMERICAN CENTURY INFL ADJ BOND (JOHN HANCOCK USA)
MFS TOTAL RETURN FUND (JOHN HANCOCK USA)
VANGUARD HIGH DIVIDEND YLD IDX (JOHN HANCOCK USA)
VANGUARD INTERNATIONAL GROWTH (JOHN HANCOCK USA)
PARNASSUS ENDEAVOR FUND (JOHN HANCOCK USA)
PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA)
OAKMARK FUND (JOHN HANCOCK USA)
COLUMBIA DIVIDEND INCOME FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA)
FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA)
ALLSPRING SPECIAL MIDCAP VALUE (JOHN HANCOCK USA)

ELITE DNA THERAPY 401(K) AND PROFIT SHARING 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 ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is $749,199.00.This plan was established in 2018.

At the end of 2022, the total number of retirement plan participants in ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is 188

In 2022, the average participant retirement account value for ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is $3,985.00

In 2022, the estimated average employee contribution amount per participant for ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is $2,045.00

In 2022, the total retirement plan asset growth rate of ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is 27.34%

In 2022, the estimated aggregate retirement account investment gain/loss for ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is -15.63%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ELITE DNA THERAPY 401(K) AND PROFIT SHARING PLAN is 1.67%.

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 ...