Investment options of CCINTEGRATION, INC. 401(K) PLAN
Total Available Funds: 44
| Investment Description |
|---|
| BlackRock MSCI ACWI ex-US Index Fund Collective Trust Fund |
| BlackRock Russell 1000 Index Fund Collective Trust Fund |
| BlackRock Russell 2000 Index Fund Collective Trust Fund |
| Fixed Income Allocation Fund Collective Trust Fund |
| State Street World Developed ex-US Index Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2015 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2020 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2030 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2035 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2040 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2045 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2050 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2055 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2060 Fund Collective Trust Fund |
| TRP Retirement Blend Select Trust 2065 Fund Collective Trust Fund |
| Assets held for investment purposes |
| participants 9.50% |
| 1TRB201 121,023.25 |
| 1TRB251 726,344.63 |
| 1TRB301 495,419.74 |
| 1TRB351 946,638.84 |
| 1TRB401 527,046.63 |
| 1TRB451 43,155.42 |
| 1TRB501 529,877.09 |
| 1TRB551 269,704.71 |
| 1TRB601 16,798.71 |
| 1TRB651 4,313.07 |
| 1BDREC1 235.20 |
| 1WTXUSR 20,799.04 |
| 1SSWDII 30.63 |
| 1WTSCER 2,731.39 |
| 1FSSNX 130,590.88 |
| 1LADVX 80,254.20 |
| 1FSMDX 196,013.81 |
| 1OEGIX 89,081.51 |
| 1BRRIC1 28,363.72 |
| 1FXAIX 1,652,121.65 |
| 1H0106A 1,053,459.90 |
| 1FXNAX 5,087.20 |
| 1FIAFI1 1,671.75 |
| 1PIMIX 0.67 |
| 1URIBX 36,368.62 |
| 1GWAQ35 1.450 116,956.37 |
| FORFEITURES 41,925.16 |
Investment model portfolios
We provide two types of investment model portfolios for CCINTEGRATION, INC. 401(K) 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 CCINTEGRATION, INC. 401(K) PLAN