ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN
- Address: 4811 ATLANTIC BLVD.,JACKSONVILLE,FL
- Phone: (904) 306-9955
| Investment Options of ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN (as of 2022) |
|---|
| MFS LIFETIME 2025 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME 2060 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME 2055 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME 2050 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME 2045 FUND (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| MFS LIFETIME 2040 FUND (JOHN HANCOCK USA) |
| AMG RIVER ROAD MID CAP VALUE (JOHN HANCOCK USA) |
| EUROPACIFIC GROWTH FUND (JOHN HANCOCK USA) |
| FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE VALUE ETF (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| NEW WORLD FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| VANGUARD TOTAL INTL STOCK IDX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| FUNDAMENTAL INVESTORS (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA) |
| NEW PERSPECTIVE FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| TEMPLETON GLOBAL BOND FUND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
| VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
| OAKMARK INTERNATIONAL FUND (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK USA) |
| CLEARBRIDGE AGGRESSIVE GROWTH (JOHN HANCOCK USA) |
| MFS LIFETIME 2035 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME 2030 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME 2020 FUND (JOHN HANCOCK USA) |
| MFS LIFETIME INCOME FUND (JOHN HANCOCK USA) |
| MFS 2065 (JOHN HANCOCK USA) |
ERACLIDES, GELMAN, HALL & INDEK 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 ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is $13,843,926.00.This plan was established in 2013.
At the end of 2022, the total number of retirement plan participants in ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is 148
In 2022, the average participant retirement account value for ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is $93,540.00
In 2022, the estimated average employee contribution amount per participant for ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is $5,286.00
In 2022, the estimated average employer match for an employee in ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is approximately $2,811.00
In 2022, ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN allocates $416,150.00 to match its employees' contributions, providing an employer match rate of 49.20% of their contributions
In 2022, the total retirement plan asset growth rate of ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is -16.13%
In 2022, the estimated aggregate retirement account investment gain/loss for ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is -15.57%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN is 0.52%.
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