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Paulus Sokolowski and Sartor LLC 401(k) Plan
Investment Model Portfolios

Investment options of Paulus Sokolowski and Sartor LLC 401(k) Plan

Total Available Funds: 13
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
Foreign Large Growth OIGAX Oppenheimer International Growth A
US EQUITY
MID-CAP VALUE CMUAX Columbia Mid Cap Value A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH CSIEX Calvert Equity A
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE VALUE PEYAX Putnam Equity Income A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate Government FKUSX Franklin US Government Secs A
Others
EQUITY PRECIOUS METALS IGDAX Invesco Gold & Precious Metals A
ROOT - Oppenheimer Global Allocation

Investment model portfolios

We provide two types of investment model portfolios for Paulus Sokolowski and Sartor LLC 401(k) Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.