Investment options of COMPLETE EMERGENCY HEALTHCARE LLC 401(K) PLAN
Total Available Funds: 38
| Investment Description |
|---|
| VOYA FIXED ACCOUNT |
| VOYA AMERICAN FUNDS NEW WORLD R6 |
| VOYA AMERICAN FUNDS NW PRSPCTV R6 |
| VOYA AMERICAN FUNDS GROWTH FND I |
| VOYA VANGUARD MID-CAP INDEX FUND ADM |
| VOYA VANGUARD SMALL-CAP INDEX FUND ADM |
| VOYA VANGUARD TOTAL INTL STOCK IDX FUND ADM |
| VOYA EATON VANCE-ATLANTA CAP SMID-CP F R6 |
| VOYA AMBCN SMALL CAP VALUE FUND |
| VOYA DFA COMMODITY STRATEGY PORT INST |
| VOYA DFA GLOBAL REAL ESTATE SEC PORT INST |
| VOYA CARILLON EAGLE SMALL CAP GROWTH R6 |
| VOYA MFS GROWTH FUND R6 |
| VOYA MFS MID CAP VALUE FUND R6 |
| VOYA AB LARGE CAP GROWTH FUND Z |
| VOYA VANGUARD 500 INDEX FUND ADM |
| VOYA VANGUARD LIFESTRAT GROWTH FD INV |
| VOYA AMERICAN FUNDS WASH MTUAL R6 |
| VOYA JPMORGAN EQUITY INCOME FUND R6 |
| VOYA VANGUARD BALANCED INDEX FUND ADM |
| VOYA VANGUARD LIFESTRAT CNSRV GRW FD INV |
| VOYA VANGUARD LIFESTRAT INCOME FD INV |
| VOYA VANGUARD LIFESTRAT MOD GRWTH FD INV |
| VOYA INDEX SOLUTION 2035 PORTFOLIO Z |
| VOYA INDEX SOLUTION 2040 PORTFOLIO Z |
| VOYA INDEX SOLUTION 2045 PORTFOLIO Z |
| VOYA INDEX SOLUTION 2050 PORTFOLIO Z |
| VOYA INDEX SOLUTION 2055 PORTFOLIO Z |
| VOYA INDEX SOLUTION 2060 PORTFOLIO Z |
| VOYA INDEX SOLUTION INCOME PORT Z |
| VOYA INDEX SOLUTION 2025 PORTFOLIO Z |
| VOYA INDEX SOLUTION 2030 PORTFOLIO Z |
| VOYA PGIM QMA HIGH YIELD FUND R6 |
| VOYA DFA INFLAT-PROT SECURITIES PORT INST |
| VOYA PIMCO INCOME FUND INST |
| VOYA AB GLOBAL BOND FUND Z |
| VOYA GV MONEY MARKET FUND A |
| VOYA INTERMEDIATE BOND FUND R6 |
Investment model portfolios
We provide two types of investment model portfolios for COMPLETE EMERGENCY HEALTHCARE LLC 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 COMPLETE EMERGENCY HEALTHCARE LLC 401(K) PLAN