Investment options of MAPCO 401K PLAN
Total Available Funds: 38
| Investment Option List |
|---|
| Form 5500, Schedule H, Part IV, Line 4(i) |
| Form 5500, Schedule H, Part IV, Line 4(a) |
| Plan No.: |
| Am Fds Grth Fd of Am R6 Fund Registered Investment Company |
| Fidelity Small Cap Value Fund Registered Investment Company (RVVHX) |
| JanusHenderson Entrprs N Registered Investment Company |
| MFS Mid Cap Value R6 Fund Registered Investment Company (MCVIX) |
| T. Rowe Price New Horizon I Fd Registered Investment Company |
| Vanguard RE Index Adm Fund Registered Investment Company |
| Vanguard Sm Cap Index Adm Fund Registered Investment Company |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company |
| Dodge & Cox Intl Stock X Fund Registered Investment Company |
| Vgd Ttl Intl Stk Idx Adm Fd Registered Investment Company |
| Am Fds 2010 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2015 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2020 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2025 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2035 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2040 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Registered Investment Company |
| Am Fds 2070 Trgt Dte Rtm R6 Fd Registered Investment Company |
| T. Rowe Price Spm Mod Gr Al Fd Registered Investment Company |
| Fidelity Total Bond Fund Registered Investment Company |
| PIMCO Income Institutional Fd Registered Investment Company (PFIIX) |
| PIMCO Real Return Instl Fund Registered Investment Company (PRLPX) |
| TOTAL |
| Prin/BR S&P 500 Index CIT N Common Collective Trust |
| Prin/T.Rowe I Eq Inc CIT N Common Collective Trust |
| Prin/BR S&P Mid Index CIT N Common Collective Trust |
| Galliard Stable Return PN Common Collective Trust |
| Prin/BR Agg Bd Index CIT N Common Collective Trust |
| Participant Loans Interest rates 4.25% to 9.50% -0- |
| $ 1 |
Investment model portfolios
We provide two types of investment model portfolios for MAPCO 401K 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 MAPCO 401K PLAN