Altagheny, Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

Altagheny, Inc. 401(k) Profit Sharing Plan at Altagheny, Inc. in the Retail Trade industry has 36 investment options, and a total of $2,772,898.00 in assets. With 220 participants, the Altagheny, Inc. 401(k) Profit Sharing Plan has an average balance per participant of $12,604.08.

Plan Ratings
Compared to other Retail Trade plans
Wealthminder Rating
6
36
Your Plan
95

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
20
Company Match Level
50
Employee Participation Rate
67
Employee Contribution Level
9
Average Balance Size
18
Altagheny, Inc. Details
Address
881 College Plaza
Ebensburg, PA 15931
Telephone
814-472-4710
Total Assets
$2,772,898.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
220
Plan Investment Options
Name
Sponsor
Current Value
Jh Ls Bal Active Strategy
John Hancock Usa
$371,251.00
Fundamental Investors
John Hancock Usa
$310,868.00
The Growth Fund Of America
John Hancock Usa
$207,274.00
Investment Company Of America
John Hancock Usa
$191,900.00
Jh Ls Con Active Strategy
John Hancock Usa
$157,098.00
Jh Ls Grow Active Strategy
John Hancock Usa
$129,991.00
Europacific Growth Fund
John Hancock Usa
$111,098.00
500 Index Fund
John Hancock Usa
$105,609.00
International Core Fund
John Hancock Usa
$102,471.00
Total Return Fund
John Hancock Usa
$102,043.00
Mid Cap Stock Fund
John Hancock Usa
$96,137.00
Jh Ls Mod Active Strategy
John Hancock Usa
$95,885.00
American Balanced Fund
John Hancock Usa
$94,774.00
Money Market Fund
John Hancock Usa
$93,251.00
U.s. High Yield Bond Fund
John Hancock Usa
$86,097.00
Utilities Fund
John Hancock Usa
$59,533.00
Jh Ls Agg Active Strategy
John Hancock Usa
$33,391.00
Natural Resources Fund
John Hancock Usa
$27,549.00
Global Bond Fund
John Hancock Usa
$24,762.00
Jh Thru 2050 Active Strategy
John Hancock Usa
$21,970.00
Fundamental Large Cap Value
John Hancock Usa
$20,445.00
Jh Thru 2040 Active Strategy
John Hancock Usa
$20,042.00
Mid Cap Index Fund
John Hancock Usa
$17,836.00
Small Cap Value Fund
John Hancock Usa
$13,992.00
Mid Value Fund
John Hancock Usa
$13,909.00
Small Company Value Fund
John Hancock Usa
$13,310.00
Intl Equity Index Fund
John Hancock Usa
$6,366.00
Jh Thru 2025 Active Strategy
John Hancock Usa
$3,672.00
Small Cap Growth Fund
John Hancock Usa
$2,038.00
Equity Income Fund
John Hancock Usa
$1,192.00
Jh Thru 2020 Active Strategy
John Hancock Usa
$1,063.00
Investment Qual Bond Fund
John Hancock Usa
$701.00
Jh Thru 2015 Active Strategy
John Hancock Usa
$637.00
Jh Thru 2045 Active Strategy
John Hancock Usa
$627.00
Invesco International Growth
John Hancock Usa
$467.00
Value Fund
John Hancock Usa
$424.00
Service Providers
  • John Hancock - Usa
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