NEW CHAPTER, INC. 401(K) PLAN

  • Address: 90 TECHNOLOGY DRIVE,BRATTLEBORO,VT
  • Phone: (802) 490-7131
Investment Options of NEW CHAPTER, INC. 401(K) PLAN (as of 2022)
500 INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS 2010 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA)
Click for all funds ↓↓↓
AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
DFA INTERNATIONAL VALUE (JOHN HANCOCK USA)
DOMINI IMPACT EQUITY FUND (JOHN HANCOCK USA)
FEDERATED HIGH YIELD BOND (JOHN HANCOCK USA)
FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA)
IMPAX SUSTAINABLE ALLOCATION (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
JH MULTIMANAGER AGGRESSIVE LS (JOHN HANCOCK USA)
JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA)
JH MULTIMANAGER CONSERV LS (JOHN HANCOCK USA)
JH MULTIMANAGER GROWTH LS (JOHN HANCOCK USA)
JH MULTIMANAGER MODERATE LS (JOHN HANCOCK USA)
JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA)
JPMORGAN LARGE CAP GROWTH (JOHN HANCOCK USA)
MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA)
MFS UTILITIES FUND (JOHN HANCOCK USA)
MFS VALUE FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA)
PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA)
PIMCO COMMODITY REAL RETURN (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
SPROTT GOLD EQUITY FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
T. ROWE PRICE OVERSEAS STOCK (JOHN HANCOCK USA)
T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)

NEW CHAPTER, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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 NEW CHAPTER, INC. 401(K) PLAN is $14,121,622.00.This plan was established in 2000.

At the end of 2022, the total number of retirement plan participants in NEW CHAPTER, INC. 401(K) PLAN is 256

In 2022, the average participant retirement account value for NEW CHAPTER, INC. 401(K) PLAN is $55,162.00

In 2022, the estimated average employee contribution amount per participant for NEW CHAPTER, INC. 401(K) PLAN is $4,869.00

In 2022, the estimated average employer match for an employee in NEW CHAPTER, INC. 401(K) PLAN is approximately $1,970.00

In 2022, NEW CHAPTER, INC. 401(K) PLAN allocates $504,365.00 to match its employees' contributions, providing an employer match rate of 41.35% of their contributions

In 2022, the total retirement plan asset growth rate of NEW CHAPTER, INC. 401(K) PLAN is -10.61%

In 2022, the estimated aggregate retirement account investment gain/loss for NEW CHAPTER, INC. 401(K) PLAN is -16.00%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of NEW CHAPTER, INC. 401(K) PLAN is 0.57%.

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