SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN
- Address: 111 SW COLUMBIA STREET, SUITE 800,PORTLAND,OR
- Contact person: JOSEPH BURT
- Phone: (503) 227-2424
| Investment Options of SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN (as of 2022) |
|---|
| 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) |
| Click for all funds ↓↓↓ |
| 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) |
| 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) |
| 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) |
| 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) |
| WISDOMTREE MIDCAP DIVIDEND ETF (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA) |
| AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| DODGE & COX STOCK FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
| PGIM GLOBAL TOTAL RETURN FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT 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 SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is $8,996,541.00.This plan was established in 1995.
At the end of 2022, the total number of retirement plan participants in SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is 118
In 2022, the average participant retirement account value for SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is $76,241.00
In 2022, the estimated average employee contribution amount per participant for SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is $4,109.00
In 2022, the estimated average employer match for an employee in SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is approximately $1,733.00
In 2022, SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN allocates $204,508.00 to match its employees' contributions, providing an employer match rate of 42.18% of their contributions
In 2022, the total retirement plan asset growth rate of SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is -13.27%
In 2022, the estimated aggregate retirement account investment gain/loss for SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is -16.04%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN is 0.58%.
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