UDELHOVEN 401(K) PLAN & TRUST
- Address: 184 EAST 53RD AVENUE,ANCHORAGE,AK
- Contact person: JOY FRONTERAS
- Phone: (907) 344-1577
| Investment Options of UDELHOVEN 401(K) PLAN & TRUST (as of 2022) |
|---|
| 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) |
| Click for all funds ↓↓↓ |
| AMERICAN CENTURY HERITAGE (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| DFA US SMALL CAP FUND (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| INTL EQUITY INDEX FUND (JOHN HANCOCK USA) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK USA) |
| DFA US TARGETED VALUE FUND (JOHN HANCOCK USA) |
| INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA) |
| ISHARES GOLD TRUST ETF (JOHN HANCOCK USA) |
| JPMORGAN MIDCAP VALUE FUND (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| AF THE GROWTH FUND OF AMERICA (JOHN HANCOCK USA) |
| SPROTT GOLD EQUITY FUND (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| SCIENCE & TECHNOLOGY FUND (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| SMALL CAP VALUE FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| T. ROWE PRICE SML CAP VAL (JOHN HANCOCK USA) |
| T. ROWE PRICE HEALTH SCIENCE (JOHN HANCOCK USA) |
| VANGUARD ENERGY FUND (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| TEMPLETON FOREIGN SMALLER CO (JOHN HANCOCK USA) |
| FUNDAMENTAL ALL CAP CORE FUND (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| INVESCO GLOBAL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA) |
| FRANKLIN MUTUAL BEACON FUND (JOHN HANCOCK USA) |
| MUTUAL GLOBAL DISCOVERY (JOHN HANCOCK USA) |
| FUNDAMENTAL LARGE CAP VALUE (JOHN HANCOCK USA) |
| WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| JPMORGAN US EQUITY FUND (JOHN HANCOCK USA) |
| MFS UTILITIES FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK USA) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK USA) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK USA) |
| HIGH YIELD FUND (JOHN HANCOCK USA) |
| INVESTMENT COMPANY OF AMERICA (JOHN HANCOCK USA) |
| TOTAL STOCK MARKET INDEX FUND (JOHN HANCOCK USA) |
| AF US GOVERNMENT SECURITIES (JOHN HANCOCK USA) |
| CLEARBRIDGE AGRESSIVE GROWTH (JOHN HANCOCK USA) |
| SELECT AA BALANCED (JOHN HANCOCK USA) |
| JH DISCIPLINED VALUE INTL FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| T. ROWE PRICE SPECTRUM INC (JOHN HANCOCK USA) |
| CAPITAL APPRECIATION FUND (JOHN HANCOCK USA) |
UDELHOVEN 401(K) PLAN & TRUST 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 UDELHOVEN 401(K) PLAN & TRUST is $11,838,800.00.This plan was established in 1997.
At the end of 2022, the total number of retirement plan participants in UDELHOVEN 401(K) PLAN & TRUST is 372
In 2022, the average participant retirement account value for UDELHOVEN 401(K) PLAN & TRUST is $31,824.00
In 2022, the estimated average employee contribution amount per participant for UDELHOVEN 401(K) PLAN & TRUST is $1,360.00
In 2022, the total retirement plan asset growth rate of UDELHOVEN 401(K) PLAN & TRUST is -23.93%
In 2022, the estimated aggregate retirement account investment gain/loss for UDELHOVEN 401(K) PLAN & TRUST is -17.44%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of UDELHOVEN 401(K) PLAN & TRUST is 0.72%.
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