MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN

  • Address: 502 W JACKSON ST,MULBERRY,IN
  • Contact person: HEIDI WALLAR
  • Phone: (765) 296-2911
Investment Options of MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN (as of 2022)
PRIN MIDCAP SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN DIVERSIFIED INTL SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP GROWTH I SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN CORE FIX INC SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN EQUITY INCOME SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
PRINCIPAL STABLE VALUE Z FUND (PRINCIPAL GLOBAL INVESTORS TRUST CO)

MULBERRY HEALTH AND RETIREMENT COMMUNITY 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 MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is $3,115,142.00.This plan was established in 2002.

At the end of 2022, the total number of retirement plan participants in MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is 149

In 2022, the average participant retirement account value for MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is $20,906.00

In 2022, the estimated average employee contribution amount per participant for MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is $1,895.00

In 2022, the estimated average employer match for an employee in MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is approximately $610.00

In 2022, MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN allocates $91,008.00 to match its employees' contributions, providing an employer match rate of 33.69% of their contributions

In 2022, the total retirement plan asset growth rate of MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is -15.23%

In 2022, the estimated aggregate retirement account investment gain/loss for MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is -17.14%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN is 0.78%.

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