Investment options of IGPS LOGISTICS LLC 401(K) PLAN
Total Available Funds: 62
| Investment Description |
|---|
| Great-West Fixed Account – Series Class I |
| BlackRock LifePath Index Retirement K |
| BlackRock LifePath Index 2030 K |
| BlackRock LifePath Index 2035 K |
| BlackRock LifePath Index 2040 K |
| BlackRock LifePath Index 2045 K |
| BlackRock LifePath Index 2050 K |
| BlackRock LifePath Index 2055 K |
| BlackRock LifePath Index 2060 K |
| BlackRock LifePath Index 2065 K |
| Allspring Special Small Cap Value R6 |
| American Century Emerging Markets R6 |
| MFS Intl Diversification R6 |
| Fidelity Advisor Technology Z |
| Fidelity Small Cap Index |
| JPMorgan Small Cap Growth R6 |
| BlackRock Mid-Cap Growth Equity K |
| Fidelity Mid Cap Index |
| MFS Mid Cap Value R6 |
| Fidelity 500 Index |
| JPMorgan Large Cap Growth R6 |
| PIMCO Income Institutional |
| Putnam Large Cap Value R6 |
| Alta Trust Resources Diversified Equity |
| Alta Trust AM1 Domestic Equity Class |
| Alta Trust AcM1 Income Class |
| Alta Trust AM1 International Equity Class |
| Alta Trust AM1 Portfolio Diversifiers Class |
| Notes receivable from participants participant accounts |
| See accompanying Independent Auditors’ Report |
| See accompanying notes to financial statements. |
| 1AMPDC1 12,103.94 |
| 1LIRKX 511,478.16 |
| 1LINKX 215,458.36 |
| 1LIJKX 1,038,737.90 |
| 1LIKKX 540,104.54 |
| 1LIHKX 1,695,673.20 |
| 1LIPKX 157,489.61 |
| 1LIVKX 372,703.89 |
| 1LIZKX 82,866.15 |
| 1LIWKX 145,503.70 |
| 1AEDMX 56,856.69 |
| 1AMIEC1 34,638.96 |
| 1MDIZX 166,757.98 |
| 1DFREX 36,566.01 |
| 1FIKHX 868,831.07 |
| 1FSSNX 127,722.71 |
| 1JGSMX 182,929.69 |
| 1ESPRX 93,034.62 |
| 1BMGKX 275,141.29 |
| 1FSMDX 140,947.30 |
| 1MVCKX 169,940.44 |
| 1AMDEC1 94,863.65 |
| 1FXAIX 426,913.00 |
| 1JLGMX 718,240.12 |
| 1PEQSX 205,571.64 |
| 1ALRDFI 18,265.71 |
| 1AMICC1 5,807.31 |
| 1PIMIX 155,655.12 |
| 1PTRQX 201,664.31 |
| 1GWAQ35 1.450 162,755.04 |
| FORFEITURES 58,375.22 |
Investment model portfolios
We provide two types of investment model portfolios for IGPS LOGISTICS 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 IGPS LOGISTICS LLC 401(K) PLAN