HOSPICE OF SAN JOAQUIN 401(K) PLAN

  • Address: 3888 PACIFIC AVE,STOCKTON,CA
  • Phone: (209) 957-3888
Investment Options of HOSPICE OF SAN JOAQUIN 401(K) PLAN (as of 2022)
STATE STREET INTERNATIONAL INDEX RE (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
TA VANGUARD REAL ESTATE INDEX RET A (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
PRUDENTIAL TOTAL RTURN BD RT ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
JPMORGAN CORE PLUS BOND RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
TA VANGUARD TOTAL STOCK MARKET INDX (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
AMERICAN FUNDS 2010 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2025 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2030 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2035 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2040 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2045 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
STATE STREET RUSSELL SMALL CAP VALU (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2050 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2055 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FUNDS 2060 TARGET DATE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
STATE STREET RUSSELL SMALL CAP INDE (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
JANUS HENDERSON TRITON RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
FRANKLIN GROWTH RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
STATE STREET S&P MID CAP INDEX (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
BLACKROCK GLOBAL ALLOCATION RET ACC (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
BLACKROCK EQUITY DIVIDEND RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
CLEARBRIDGE INTERNATIONAL VALUE RET (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FDS WASHINGTON MUTUAL INVS (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
AMERICAN FDS GR FD OF AMERICA RT AC (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
JPMORGAN US EQUITY RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)
PIMCO TOTAL RETURN RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY)

HOSPICE OF SAN JOAQUIN 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 HOSPICE OF SAN JOAQUIN 401(K) PLAN is $4,467,040.00.This plan was established in 2013.

At the end of 2022, the total number of retirement plan participants in HOSPICE OF SAN JOAQUIN 401(K) PLAN is 158

In 2022, the average participant retirement account value for HOSPICE OF SAN JOAQUIN 401(K) PLAN is $28,272.00

In 2022, the estimated average employee contribution amount per participant for HOSPICE OF SAN JOAQUIN 401(K) PLAN is $2,000.00

In 2022, the estimated average employer match for an employee in HOSPICE OF SAN JOAQUIN 401(K) PLAN is approximately $2,061.00

In 2022, HOSPICE OF SAN JOAQUIN 401(K) PLAN allocates $325,655.00 to match its employees' contributions, providing an employer match rate of 101.43% of their contributions

In 2022, the total retirement plan asset growth rate of HOSPICE OF SAN JOAQUIN 401(K) PLAN is -9.77%

In 2022, the estimated aggregate retirement account investment gain/loss for HOSPICE OF SAN JOAQUIN 401(K) PLAN is -13.53%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of HOSPICE OF SAN JOAQUIN 401(K) PLAN is 1.26%.

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