THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN
- Address: 21982 UNIVERSITY LANE,ORANGE BEACH,AL
- Contact person: PAUL TROUP
- Phone: (251) 981-3771
| Investment Options of THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN (as of 2022) |
|---|
| AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2015 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2010 TD (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) |
| SELECT AA GROWTH (JOHN HANCOCK USA) |
| SELECT AA BALANCED (JOHN HANCOCK USA) |
| SELECT AA MODERATE (JOHN HANCOCK USA) |
| SELECT AA CONSERVATIVE (JOHN HANCOCK USA) |
| ABERDEEN EM SUSTAINABLE LEADER (JOHN HANCOCK USA) |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA) |
| AMERICAN FUNDS SMALLCAP WORLD (JOHN HANCOCK USA) |
| AMG RIVER ROAD MID CAP VALUE (JOHN HANCOCK USA) |
| BAIRD MIDCAP FUND (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) |
| DIAMOND HILL SMALL-MID CAP (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| HARBOR MID CAP VALUE FUND (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| ISHARES GOLD TRUST ETF (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE VALUE ETF (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| JPMORGAN SMID CAP FUND (JOHN HANCOCK USA) |
| KEELEY SMALL CAP DIVIDEND VAL (JOHN HANCOCK USA) |
| LORD ABBETT VALUE OPPS FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| MID VALUE FUND (JOHN HANCOCK USA) |
| NEW OPPORTUNITIES FUND (JOHN HANCOCK USA) |
| NORTHERN EM EQUITY INDEX FUND (JOHN HANCOCK USA) |
| NORTHERN SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
| PIMCO COMMODITY REAL RETURN (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| ROYCE OPPORTUNITY (JOHN HANCOCK USA) |
| ROYCE PENNSYLVANIA MUTUAL FUND (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| SMALL CAP STOCK FUND (JOHN HANCOCK USA) |
| SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
| SPROTT GOLD EQUITY 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) |
| UNDISCOVERED MGR BEHAVIORAL (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD EXPLORER 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) |
| WISDOMTREE MC EARNINGS ETF (JOHN HANCOCK USA) |
| WISDOMTREE SC DIVIDEND ETF (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| BLACKROCK LARGE CAP FOCUS VAL (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
| CLEARBRIDGE AGGRESSIVE GROWTH (JOHN HANCOCK USA) |
| DODGE & COX STOCK FUND (JOHN HANCOCK USA) |
| DOMINI IMPACT EQUITY FUND (JOHN HANCOCK USA) |
| EQUITY INCOME FUND (JOHN HANCOCK USA) |
| FIDELITY ADV DIVERSIFIED STOCK (JOHN HANCOCK USA) |
| FIDELITY ADV LEVERAGED CO STK (JOHN HANCOCK USA) |
| FIDELITY ADV NEW INSIGHTS (JOHN HANCOCK USA) |
| FIDELITY CONTRAFUND (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA) |
| FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO EQV INTL EQUITY FUND (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| INVESCO OPP INTL GROWTH FUND (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| JOHN HANCOCK INTL GROWTH (JOHN HANCOCK USA) |
| JOHN HANCOCK U.S. GROWTH FUND (JOHN HANCOCK USA) |
| JPMORGAN LARGE CAP GROWTH (JOHN HANCOCK USA) |
| JPMORGAN U.S. EQUITY FUND (JOHN HANCOCK USA) |
| MFS MASSACHUSETTS INVESTORS (JOHN HANCOCK USA) |
| PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA) |
| SIT DIVIDEND GROWTH FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA) |
| TEMPLETON WORLD (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| VICTORY DIVERSIFIED STOCK (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| AF CAPITAL INCOME BUILDER (JOHN HANCOCK USA) |
| AF THE INCOME FUND OF AMERICA (JOHN HANCOCK USA) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| DELAWARE IVY ASSET STRATEGY (JOHN HANCOCK USA) |
| FRANKLIN GLOBAL ALLOCATION (JOHN HANCOCK USA) |
| MFS EMERGING MARKETS DEBT (JOHN HANCOCK USA) |
| MFS UTILITIES FUND (JOHN HANCOCK USA) |
| PAX SUSTAINABLE ALLOCATION (JOHN HANCOCK USA) |
| PIMCO ALL ASSET ALL AUTHORITY (JOHN HANCOCK USA) |
| PIMCO ALL ASSET (JOHN HANCOCK USA) |
| AF CAPITAL WORLD BOND FUND (JOHN HANCOCK USA) |
| CORE BOND FUND (JOHN HANCOCK USA) |
| DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA) |
| FEDERATED HIGH YIELD BOND (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| INVESCO INTERNATIONAL BOND (JOHN HANCOCK USA) |
| ALTERNATIVE ASSET ALLOCATION (JOHN HANCOCK USA) |
| JOHN HANCOCK BOND FUND (JOHN HANCOCK USA) |
| PIMCO GLOBAL BOND OPPS FUND (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| PIMCO REAL RETURN (JOHN HANCOCK USA) |
| STRATEGIC INCOME OPP FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA) |
| TEMPLETON GLOBAL BOND FUND (JOHN HANCOCK USA) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK USA) |
| PAYDEN/KRAVITZ CASH BALANCE (JOHN HANCOCK USA) |
THE COLUMBIA SOUTHERN EDUCATION GROUP 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 THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is $29,984,418.00.This plan was established in 2008.
At the end of 2022, the total number of retirement plan participants in THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is 1472
In 2022, the average participant retirement account value for THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is $20,369.00
In 2022, the estimated average employee contribution amount per participant for THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is $2,051.00
In 2022, the estimated average employer match for an employee in THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is approximately $927.00
In 2022, THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN allocates $1,364,554.00 to match its employees' contributions, providing an employer match rate of 43.65% of their contributions
In 2022, the total retirement plan asset growth rate of THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is -11.77%
In 2022, the estimated aggregate retirement account investment gain/loss for THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is -16.63%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN is 0.82%.
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