WATERFLEET 401(K) PLAN
- Address: 5110 SE LOOP 410,SAN ANTONIO,TX
- Contact person: ALLISON PYLE
- Phone: (855) 744-5222
| Investment Options of WATERFLEET 401(K) PLAN (as of 2022) |
|---|
| AMEERICAN 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) |
| AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| 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) |
| JH MULTIMANGER AGGRESSIVE LS (JOHN HANCOCK USA) |
| JH MULTIMANGER GROWTH LS (JOHN HANCOCK USA) |
| JH MULTIMANAGER BALANCED LS (JOHN HANCOCK USA) |
| AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW WORLD FUND (JOHN HANCOCK USA) |
| BLACKROCK HEALTH SCIENCES OPP (JOHN HANCOCK USA) |
| CLEARBRIDGE MID CAP FUND (JOHN HANCOCK USA) |
| FIDELITY REAL ESTATE INDEX (JOHN HANCOCK USA) |
| FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA) |
| ISHARES GOLD TRUST ETF (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE VALUE ETF (JOHN HANCOCK USA) |
| SMALL CAP INDEX FUND (JOHN HANCOCK USA) |
| T ROWE PRICE HEALTH SCI (JOHN HANCOCK USA) |
| T ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| WISDOMTREE MC EARNINGS ETF (JOHN HANCOCK USA) |
| MID CAP INDEX FUND (JOHN HANCOCK USA) |
| 500 INDEX FUND (JOHN HANCOCK USA) |
| SCIENE & TECHNOLOGY FUND (JOHN HANCOCK USA) |
| CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA) |
| AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA) |
| AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA) |
| BLUE CHIP GROWTH FUND (JOHN HANCOCK USA) |
| CLEARBRIDGE LARGE CAP GROWTH (JOHN HANCOCK USA) |
| COLUMBIA DIVIDEND INCOME FUND (JOHN HANCOCK USA) |
| FIDELITY ADV DIVERSIFIED STOCK (JOHN HANCOCK USA) |
| FRANKLIN GROWTH FUND (JOHN HANCOCK USA) |
| ISHARES MSCI EAFE GROWTH ETF (JOHN HANCOCK USA) |
| LAZARD US EQUITY CONCENTRATED (JOHN HANCOCK USA) |
| T ROWE PRICE DIVIDEND GROWTH (JOHN HANCOCK USA) |
| VANGUARD EQUITY-INCOME FUND (JOHN HANCOCK USA) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK USA) |
| AF AMERICAN BALANCED FUND (JOHN HANCOCK USA) |
| AF THE INCOME FUND OF AMERICA (JOHN HANCOCK USA) |
| FIDELITY ADVISOR BALANCED FUND (JOHN HANCOCK USA) |
| PIMCO LONG DURATION TOTAL RTN (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) |
| TOTAL BOND MARKET FUND (JOHN HANCOCK USA) |
| WESTERN ASSET CORE PLUS BOND (JOHN HANCOCK USA) |
WATERFLEET 401(K) 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 WATERFLEET 401(K) PLAN is $2,532,695.00.This plan was established in 2018.
At the end of 2022, the total number of retirement plan participants in WATERFLEET 401(K) PLAN is 122
In 2022, the average participant retirement account value for WATERFLEET 401(K) PLAN is $20,759.00
In 2022, the estimated average employee contribution amount per participant for WATERFLEET 401(K) PLAN is $3,609.00
In 2022, the estimated average employer match for an employee in WATERFLEET 401(K) PLAN is approximately $2,499.00
In 2022, WATERFLEET 401(K) PLAN allocates $304,967.00 to match its employees' contributions, providing an employer match rate of 70.99% of their contributions
In 2022, the total retirement plan asset growth rate of WATERFLEET 401(K) PLAN is -2.02%
In 2022, the estimated aggregate retirement account investment gain/loss for WATERFLEET 401(K) PLAN is -18.25%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WATERFLEET 401(K) PLAN is 1.07%.
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