Investment options of BURROW GLOBAL 401(K) SAVINGS PLAN
Total Available Funds: 53
| Investment Description |
|---|
| 2 Empower Trust Company, LLC Fidelity 500 Index |
| 3 Empower Trust Company, LLC Fidelity Emerging Markets Index |
| 4 Empower Trust Company, LLC Fidelity International Index |
| 5 Empower Trust Company, LLC Fidelity MidCap Index |
| 7 Empower Trust Company, LLC Fidelity SmallCap Index |
| 8 Empower Trust Company, LLC Fidelity US Bond Index |
| 9 Empower Trust Company, LLC Invesco Small Cap Value |
| 10 Empower Trust Company, LLC JPMorgan Global Bond Opportunites |
| 11 Empower Trust Company, LLC JPMorgan Large Cap Growth |
| 12 Empower Trust Company, LLC JPMorgan MidCap Growth |
| 13 Empower Trust Company, LLC Empower SDBA |
| 14 Empower Trust Company, LLC International Growth Fund |
| 15 Empower Trust Company, LLC LargeCap Value Fund |
| 16 Empower Trust Company, LLC MidCap Value Fee |
| 17 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2020 |
| 18 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2025 |
| 19 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2030 |
| 20 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2035 |
| 21 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2040 |
| 22 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2045 |
| 23 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2050 |
| 24 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2055 |
| 25 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2060 |
| 26 Empower Trust Company, LLC T Rowe Price Retirement Blend Select Trust 2065 |
| Notes Receivable from Participants Maturing at various dates through 2029 |
| 1TRB201 2,550,893.42 |
| 1TRB251 462,241.02 |
| 1TRB301 687,450.90 |
| 1TRB351 164,636.09 |
| 1TRB401 933,857.64 |
| 1TRB451 2,184,356.46 |
| 1TRB501 757,441.50 |
| 1TRB551 764,173.26 |
| 1TRB601 173,238.57 |
| 1TRB651 184,911.53 |
| 1FPADX 820,594.66 |
| 1FSPSX 1,622,768.41 |
| 1IGIIR1 306,774.00 |
| 1FSRNX 388,099.75 |
| 1FSSNX 528,398.48 |
| 1SMVSX 252,268.30 |
| 1FSMDX 914,975.47 |
| 1JMGMX 1,128,623.43 |
| 1MCVCR1 119,300.49 |
| 1FXAIX 3,059,128.10 |
| 1JLGMX 900,944.27 |
| 1ASTLV1 641,442.38 |
| 1RBFGX 377,286.24 |
| 1FXNAX 4,402,519.92 |
| 1GBONX 135,927.28 |
| 1SDBEMP 134,141.30 |
| 1GWAQ20 2.200 1,263,997.07 |
| FORFEITURES 121,356.02 |
Investment model portfolios
We provide two types of investment model portfolios for BURROW GLOBAL 401(K) SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
Retirement Plan (401(k)) Info for BURROW GLOBAL 401(K) SAVINGS PLAN