GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN
- Address: 101 GREENWICH STREET,,NEW YORK,NY
- Phone: (212) 363-6900
| Investment Options of GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK NEW YORK) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2015 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2010 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER GROWTH LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER BALANCED LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER MODERATE LS (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER CONSERV LS (JOHN HANCOCK NEW YORK) |
| DFA EMERGING MARKETS VALUE (JOHN HANCOCK NEW YORK) |
| DFA INTERNATIONAL VALUE (JOHN HANCOCK NEW YORK) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK NEW YORK) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK NEW YORK) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK NEW YORK) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK NEW YORK) |
| MID CAP INDEX FUND (JOHN HANCOCK NEW YORK) |
| MID VALUE FUND (JOHN HANCOCK NEW YORK) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK NEW YORK) |
| ROYCE OPPORTUNITY (JOHN HANCOCK NEW YORK) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK NEW YORK) |
| SMALL CAP INDEX FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD ENERGY FUND (JOHN HANCOCK NEW YORK) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK NEW YORK) |
| 500 INDEX FUND (JOHN HANCOCK NEW YORK) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK NEW YORK) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK NEW YORK) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK NEW YORK) |
| CLEARBRIDGE AGGRESSIVE GROWTH (JOHN HANCOCK NEW YORK) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK NEW YORK) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK NEW YORK) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK NEW YORK) |
| INVESCO EQV INTL EQUITY FUND (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK NEW YORK) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK NEW YORK) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK NEW YORK) |
| MFS UTILITIES FUND (JOHN HANCOCK NEW YORK) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK NEW YORK) |
| HIGH YIELD FUND (JOHN HANCOCK NEW YORK) |
| PIMCO REAL RETURN (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK NEW YORK) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK NEW YORK) |
| MONEY MARKET FUND (JOHN HANCOCK NEW YORK) |
| VANAGUARD SHORT TERM FEDERAL (JOHN HANCOCK NEW YORK) |
GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) 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 GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is $16,136,190.00.This plan was established in 1998.
At the end of 2022, the total number of retirement plan participants in GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is 138
In 2022, the average participant retirement account value for GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is $116,928.00
In 2022, the estimated average employee contribution amount per participant for GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is $3,347.00
In 2022, the estimated average employer match for an employee in GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is approximately $4,428.00
In 2022, GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN allocates $611,179.00 to match its employees' contributions, providing an employer match rate of 139.39% of their contributions
In 2022, the total retirement plan asset growth rate of GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is -12.69%
In 2022, the estimated aggregate retirement account investment gain/loss for GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is -17.22%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN is 0.46%.
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