PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN
- Address: 12125 HERBERT WAYNE COURT SUITE 150,HUNTERSVILLE,NC
- Phone: (704) 896-1447
| Investment Options of PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN (as of 2022) |
|---|
| TOTAL BOND MARKET FUND (JOHN HANCOCK USA) |
| VANGUARD TOTAL INTL BOND INDEX (JOHN HANCOCK USA) |
| WESTERN ASSET CORE PLUS BOND (JOHN HANCOCK USA) |
| LORD ABBETT SHORT DURATION INC (JOHN HANCOCK USA) |
| MONEY MARKET FUND (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| VANGUARD SHORT-TERM BOND INDEX (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2065 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2055 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2040 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2035 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2030 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX 2025 (JOHN HANCOCK USA) |
| BLACKROCK LIFEPATH INDEX RET (JOHN HANCOCK USA) |
| AMERICAN CENTURY EM FUND (JOHN HANCOCK USA) |
| DFA INTL SMALL CAP VALUE (JOHN HANCOCK USA) |
| DFA US TARGETED VALUE FUND (JOHN HANCOCK USA) |
| EATON VANCE ATLANTA SMID-CAP (JOHN HANCOCK USA) |
| FEDERATED HERMES MDT SC GROWTH (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| TIAA-CREF SMALL-CAP BLEND IDX (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) |
| VICTORY SYCAMORE EST VALUE (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| JH FUNDAMENTAL GBL FRANCHISE (JOHN HANCOCK USA) |
| MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA) |
| TIAA-CREF LARGE-CAP GROWTH IDX (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD BALANCED INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD LT TREASURY INDEX (JOHN HANCOCK USA) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA) |
| LORD ABBETT HIGH YIELD FUND (JOHN HANCOCK USA) |
| PIMCO INTL BOND USD-HEDGED (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
PROACTIVE DEALER SOLUTIONS, LLC 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 PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is $939,531.00.This plan was established in 2017.
At the end of 2022, the total number of retirement plan participants in PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is 155
In 2022, the average participant retirement account value for PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is $6,061.00
In 2022, the estimated average employee contribution amount per participant for PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is $2,643.00
In 2022, the estimated average employer match for an employee in PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is approximately $127.00
In 2022, PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN allocates $19,807.00 to match its employees' contributions, providing an employer match rate of 5.05% of their contributions
In 2022, the total retirement plan asset growth rate of PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is 17.81%
In 2022, the estimated aggregate retirement account investment gain/loss for PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is -15.22%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN is 1.82%.
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