NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN
- Address: 2020 S.E. 17TH STREET,OCALA,FL
- Phone: (352) 861-0440
| Investment Options of NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK USA) |
| JH MULTIMANAGER 2025 LIFETIME (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) |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| DFA EMERGING MARKETS VALUE (JOHN HANCOCK USA) |
| DFA INTERNATIONAL VALUE (JOHN HANCOCK USA) |
| DFA US TARGETED VALUE FUND (JOHN HANCOCK USA) |
| DFA U.S. SMALL CAP FUND (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| ISHARES GOLD TRUST ETF (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID VALUE FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| FIDELITY CONTRAFUND (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| MFS UTILITIES FUND (JOHN HANCOCK USA) |
| PIMCO ALL ASSET (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
| VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA) |
NORMAN H. ANDERSON, M.D., P.A. 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 NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is $15,619,841.00.This plan was established in 1990.
At the end of 2022, the total number of retirement plan participants in NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is 117
In 2022, the average participant retirement account value for NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is $133,502.00
In 2022, the estimated average employee contribution amount per participant for NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is $7,232.00
In 2022, the estimated average employer match for an employee in NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is approximately $3,595.00
In 2022, NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN allocates $420,668.00 to match its employees' contributions, providing an employer match rate of 47.48% of their contributions
In 2022, the total retirement plan asset growth rate of NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is -31.19%
In 2022, the estimated aggregate retirement account investment gain/loss for NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is -16.75%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN is 0.48%.
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