ROBERTS OXYGEN COMPANY 401(K) PLAN

  • Address: PO BOX 5507,ROCKVILLE,MD
  • Contact person: WILLIAM P ROBERTS III
  • Phone: (301) 315-9090
Investment Options of ROBERTS OXYGEN COMPANY 401(K) PLAN (as of 2022)
T. ROWE PRICE RETIREMENT 2065 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2060 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2055 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2050 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2045 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
T. ROWE PRICE RETIREMENT 2040 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2035 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2030 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2025 (JOHN HANCOCK USA)
T. ROWE PRICE RETIREMENT 2020 (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 U.S. SMALL CAP FUND (JOHN HANCOCK USA)
FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA)
INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA)
JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA)
JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA)
T. ROWE PRICE HEALTH SCI (JOHN HANCOCK USA)
T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA)
VANGUARD ENERGY FUND (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK USA)
VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA)
WISDOMTREE SC DIVIDEND ETF (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)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA)
TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
MFS UTILITIES FUND (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)
T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
VANGUARD SHORT-TERM FEDERAL (JOHN HANCOCK USA)

ROBERTS OXYGEN COMPANY 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 ROBERTS OXYGEN COMPANY 401(K) PLAN is $5,226,836.00.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in ROBERTS OXYGEN COMPANY 401(K) PLAN is 433

In 2022, the average participant retirement account value for ROBERTS OXYGEN COMPANY 401(K) PLAN is $12,071.00

In 2022, the estimated average employee contribution amount per participant for ROBERTS OXYGEN COMPANY 401(K) PLAN is $1,924.00

In 2022, the total retirement plan asset growth rate of ROBERTS OXYGEN COMPANY 401(K) PLAN is 8.99%

In 2022, the estimated aggregate retirement account investment gain/loss for ROBERTS OXYGEN COMPANY 401(K) PLAN is -17.96%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ROBERTS OXYGEN COMPANY 401(K) PLAN is 0.46%.

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