INDEPENDENCE PLUS, INC. 401(K) PLAN
- Address: 800 JORIE BLVD, SUITE 100,OAK BROOK,IL
- Contact person: LESLIE WEISS
- Phone: (708) 366-4500
| Investment Options of INDEPENDENCE PLUS, INC. 401(K) PLAN (as of 2022) |
|---|
| AMERICAN FUNDS 2065 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2055 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2050 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK LIFE INS CO USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2040 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2035 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2030 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2025 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2020 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2015 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS 2010 TD (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN CENTURY SMALL CAP VAL (JOHN HANCOCK LIFE INS CO USA) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK LIFE INS CO USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK LIFE INS CO USA) |
| JANUS HENDERSON GBL EQ INCOME (JOHN HANCOCK LIFE INS CO USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK LIFE INS CO USA) |
| MID CAP INDEX FUND (JOHN HANCOCK LIFE INS CO USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK LIFE INS CO USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK LIFE INS CO USA) |
| THRIVENT MID CAP STOCK FUND (JOHN HANCOCK LIFE INS CO USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK LIFE INS CO USA) |
| 500 INDEX FUND (JOHN HANCOCK LIFE INS CO USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK LIFE INS CO USA) |
| AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK LIFE INS CO USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK LIFE INS CO USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK LIFE INS CO USA) |
| PARNASSUS CORE EQUITY FUND (JOHN HANCOCK LIFE INS CO USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK LIFE INS CO USA) |
| AF CAPITAL INCOME BUILDER (JOHN HANCOCK LIFE INS CO USA) |
| AF THE INCOME FUND OF AMERICA (JOHN HANCOCK LIFE INS CO USA) |
| JPMORGAN CORE BOND FUND (JOHN HANCOCK LIFE INS CO USA) |
| LORD ABBETT CORE FIXED INCOME (JOHN HANCOCK LIFE INS CO USA) |
| PIMCO REAL RETURN (JOHN HANCOCK LIFE INS CO USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK LIFE INS CO USA) |
INDEPENDENCE PLUS, INC. 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 INDEPENDENCE PLUS, INC. 401(K) PLAN is $5,341,676.00.This plan was established in 2006.
At the end of 2022, the total number of retirement plan participants in INDEPENDENCE PLUS, INC. 401(K) PLAN is 339
In 2022, the average participant retirement account value for INDEPENDENCE PLUS, INC. 401(K) PLAN is $15,757.00
In 2022, the estimated average employee contribution amount per participant for INDEPENDENCE PLUS, INC. 401(K) PLAN is $1,761.00
In 2022, the estimated average employer match for an employee in INDEPENDENCE PLUS, INC. 401(K) PLAN is approximately $555.00
In 2022, INDEPENDENCE PLUS, INC. 401(K) PLAN allocates $188,448.00 to match its employees' contributions, providing an employer match rate of 29.93% of their contributions
In 2022, the total retirement plan asset growth rate of INDEPENDENCE PLUS, INC. 401(K) PLAN is -7.29%
In 2022, the estimated aggregate retirement account investment gain/loss for INDEPENDENCE PLUS, INC. 401(K) PLAN is -16.13%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of INDEPENDENCE PLUS, INC. 401(K) PLAN is 0.95%.
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