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PLAN ADMINISTRATORS INC. 401K PLAN
Investment Model Portfolios

Investment options of PLAN ADMINISTRATORS INC. 401K PLAN

Total Available Funds: 15
Asset Class Ticker Description
US EQUITY
LARGE GROWTH RAFBX American Funds AMCAP R2
LARGE BLEND RFNBX American Funds Fundamental Invs R2
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2
LARGE BLEND RICBX American Funds Invmt Co of America R2
LARGE GROWTH RNGBX American Funds New Economy R2
LARGE VALUE RWMBX American Funds Washington Mutual R2
Others
Moderate Allocation RLBBX American Funds American Balanced R2
World Allocation RIRBX American Funds Capital Inc Bldr R2
Moderate Allocation RIDBX American Funds Inc Fund of Amer R2
ROOT CASH RABXX American Funds Money Market
FIXED INCOME
High Yield Bond RITBX American Funds American Hi Inc Tr R2
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2
INTERNATIONAL EQUITY
WORLD STOCK RWIBX American Funds Capital World G/I R2
Foreign Large Blend RERBX American Funds EuroPacific Gr R2
WORLD STOCK RNPBX American Funds New Perspective R2

Investment model portfolios

We provide two types of investment model portfolios for PLAN ADMINISTRATORS INC. 401K 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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PLAN ADMINISTRATORS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 24.83% 2.71% 7.48% 5.85% 7.13% 5.98% 5.90%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PLAN ADMINISTRATORS INC. 401K PLAN Tactical Asset Allocation Moderate NA 21.60% 4.17% 9.36% 7.60% 8.51% 8.55% 8.28%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000