WATHEN CASTANOS HOMES 401(K) PLAN

  • Address: 2505 ALLUVIAL AVE,CLOVIS,CA
  • Phone: (559) 432-8181
Investment Options of WATHEN CASTANOS HOMES 401(K) PLAN (as of 2022)
JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK USA)
JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK USA)
Click for all funds ↓↓↓
JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK USA)
JH MULTI-INDEX 2065 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2060 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2055 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2050 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2045 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2040 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2035 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2030 PRESERV (JOHN HANCOCK USA)
JH MULTI-INDEX 2025 PRESERV (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)
CAPITAL APPRECIATION FUND (JOHN HANCOCK USA)
T. ROWE PRICE SHORT TERM BOND (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
FRANKLIN SMALL-MID GROWTH (JOHN HANCOCK USA)
INVESCO OPP INTL GROWTH FUND (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
LORD ABBETT VALUE OPPS FUND (JOHN HANCOCK USA)
MID VALUE FUND (JOHN HANCOCK USA)
REAL EST. SECURITIES FUND (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
SPROTT GOLD EQUITY FUND (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
PIMCO COMMODITY REAL RETURN (JOHN HANCOCK USA)
INVESCO GLOBAL FUND (JOHN HANCOCK USA)
JOHN HANCOCK DISCIPLINED VALUE (JOHN HANCOCK USA)
PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA)
BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK USA)
DELAWARE IVY ASSET STRATEGY (JOHN HANCOCK USA)
MONEY MARKET FUND (JOHN HANCOCK USA)
HIGH YIELD FUND (JOHN HANCOCK USA)
PIMCO REAL RETURN (JOHN HANCOCK USA)
TEMPLETON GLOBAL BOND FUND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)

WATHEN CASTANOS HOMES 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 WATHEN CASTANOS HOMES 401(K) PLAN is $7,409,719.00.This plan was established in 2015.

At the end of 2022, the total number of retirement plan participants in WATHEN CASTANOS HOMES 401(K) PLAN is 168

In 2022, the average participant retirement account value for WATHEN CASTANOS HOMES 401(K) PLAN is $44,105.00

In 2022, the estimated average employee contribution amount per participant for WATHEN CASTANOS HOMES 401(K) PLAN is $4,005.00

In 2022, the estimated average employer match for an employee in WATHEN CASTANOS HOMES 401(K) PLAN is approximately $8,369.00

In 2022, WATHEN CASTANOS HOMES 401(K) PLAN allocates $1,406,154.00 to match its employees' contributions, providing an employer match rate of 222.89% of their contributions

In 2022, the total retirement plan asset growth rate of WATHEN CASTANOS HOMES 401(K) PLAN is -8.90%

In 2022, the estimated aggregate retirement account investment gain/loss for WATHEN CASTANOS HOMES 401(K) PLAN is -16.36%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of WATHEN CASTANOS HOMES 401(K) PLAN is 0.08%.

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