FORTIS PROPERTY MANAGEMENT 401(K) PLAN
- Address: 2110 POWERS FERRY ROAD, SUITE 150,ATLANTA,GA
- Contact person: TOMMY HORST
- Phone: (678) 741-2835
Investment Options of FORTIS PROPERTY MANAGEMENT 401(K) PLAN (as of 2022) |
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AMERICAN FUNDS BOND FUND OF AM (JOHN HANCOCK USA) |
DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA) |
DFA INTERMEDIATE GOV FIXED INC (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2060 (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2055 (JOHN HANCOCK USA) |
Click for all funds ↓↓↓ |
TIAA-CREF LIFECYCLE INDEX 2050 (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2045 (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2040 (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2035 (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2030 (JOHN HANCOCK USA) |
TIAA-CREF LIFECYCLE INDEX 2025 (JOHN HANCOCK USA) |
BARON REAL ESTATE FUND (JOHN HANCOCK USA) |
FIDELITY MID CAP INDEX FUND (JOHN HANCOCK USA) |
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
JPMORGAN EMERGING MARKETS EQ (JOHN HANCOCK USA) |
TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK USA) |
VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
COLUMBIA DIVIDEND INCOME FUND (JOHN HANCOCK USA) |
DFA US LARGE COMPANY FUND (JOHN HANCOCK USA) |
FRANKLIN DYNATECH FUND (JOHN HANCOCK USA) |
VANGUARD INTERNATIONAL GROWTH (JOHN HANCOCK USA) |
VANGUARD TOTAL INTL STOCK IDX (JOHN HANCOCK USA) |
FORTIS PROPERTY MANAGEMENT 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 FORTIS PROPERTY MANAGEMENT 401(K) PLAN is $671,388.00.This plan was established in 2021.
At the end of 2022, the total number of retirement plan participants in FORTIS PROPERTY MANAGEMENT 401(K) PLAN is 120
In 2022, the average participant retirement account value for FORTIS PROPERTY MANAGEMENT 401(K) PLAN is $5,594.00
In 2022, the estimated average employee contribution amount per participant for FORTIS PROPERTY MANAGEMENT 401(K) PLAN is $1,006.00
In 2022, the estimated average employer match for an employee in FORTIS PROPERTY MANAGEMENT 401(K) PLAN is approximately $820.00
In 2022, FORTIS PROPERTY MANAGEMENT 401(K) PLAN allocates $98,403.00 to match its employees' contributions, providing an employer match rate of 56.05% of their contributions
In 2022, the total retirement plan asset growth rate of FORTIS PROPERTY MANAGEMENT 401(K) PLAN is 25.11%
In 2022, the estimated aggregate retirement account investment gain/loss for FORTIS PROPERTY MANAGEMENT 401(K) PLAN is -15.80%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of FORTIS PROPERTY MANAGEMENT 401(K) PLAN is 0.87%.
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