NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN
- Address: 804 NORTH ALBERTA STREET,PORTLAND,OR
- Contact person: EMILY PORTER
- Phone: (503) 288-7461
| Investment Options of NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN (as of 2022) |
|---|
| AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2015 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2010 TD (JOHN HANCOCK USA) |
| JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA) |
| DFA EMERGING MARKETS VALUE (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| NEW OPPORTUNITIES FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
| TEMPLETON FOREIGN SMALLER CO (JOHN HANCOCK USA3243) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| PAX SUSTAINABLE ALLOCATION (JOHN HANCOCK USA) |
| ALTERNATIVE ASSET ALLOCATION (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
NEIL KELLY COMPANY, INC. 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 NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is $4,467,032.00.This plan was established in 1988.
At the end of 2022, the total number of retirement plan participants in NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is 136
In 2022, the average participant retirement account value for NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is $32,845.00
In 2022, the estimated average employee contribution amount per participant for NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is $5,306.00
In 2022, the estimated average employer match for an employee in NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is approximately $738.00
In 2022, NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN allocates $100,427.00 to match its employees' contributions, providing an employer match rate of 14.73% of their contributions
In 2022, the total retirement plan asset growth rate of NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is -10.52%
In 2022, the estimated aggregate retirement account investment gain/loss for NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is -13.94%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN is 0.90%.
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