Investment options of ORBCOMM LLC 401K PLAN
Total Available Funds: 66
| Investment Description |
|---|
| Attachment – Form |
| AT DECEMBER 31, |
| Vanguard Target Retirement Income Inv |
| Vanguard Target Retirement 2020 Inv |
| Vanguard Target Retirement 2025 Inv |
| Vanguard Target Retirement 2030 Inv |
| Vanguard Target Retirement 2035 Inv |
| Vanguard Target Retirement 2040 Inv |
| Vanguard Target Retirement 2045 Inv |
| Vanguard Target Retirement 2050 Inv |
| Vanguard Target Retirement 2055 Inv |
| Vanguard Target Retirement 2060 Inv |
| Fidelity Overseas |
| T Rowe T Rowe Integr US Small-Cap Grwt Eqty Inv |
| Vanguard Small Cap Index Adm |
| Vanguard Small Cap Value Index Admiral |
| Vanguard Mid-Cap Growth Index Admiral |
| Vanguard Mid Cap Index Fund – Admiral |
| Vanguard Mid-Cap Value Index Admiral |
| Fidelity Blue Chip Growth Fund Inv |
| Fidelity Growth Company Fund |
| Fidelity OTC |
| Vanguard 500 Index Admiral |
| Vanguard Equity-Income Adm |
| Vanguard FTSE Social Index Admiral |
| Vanguard Growth Index Adm |
| Vanguard Balanced Index Adm |
| Dodge & Cox Dodge & Cox Income X |
| Vanguard Interm-Term Bond Index Adm |
| Vanguard Short-Term Bond Index Adm |
| Great-West KEY GUARANTEED PORTFOLIO FUND |
| 1VTINX 929,212.51 |
| 1VTWNX 1,832,932.03 |
| 1VTTVX 2,810,159.76 |
| 1VTHRX 2,071,935.93 |
| 1VTTHX 4,418,823.95 |
| 1VFORX 2,798,866.53 |
| 1VTIVX 1,223,318.68 |
| 1VFIFX 2,657,329.01 |
| 1VFFVX 616,105.36 |
| 1VTTSX 324,034.56 |
| 1FOSFX 333,618.26 |
| 1VTIAX 1,156,835.65 |
| 1VTWAX 1,108,894.85 |
| 1VGSLX 452,832.19 |
| 1PRDSX 195,592.10 |
| 1VSMAX 592,788.42 |
| 1VSIAX 1,078,651.63 |
| 1VMGMX 173,100.95 |
| 1VIMAX 556,287.07 |
| 1VMVAX 369,947.65 |
| 1FBGRX 698,482.48 |
| 1FDGRX 863,316.77 |
| 1FOCPX 649,375.58 |
| 1VFIAX 2,650,118.54 |
| 1VEIRX 596,732.79 |
| 1VFTAX 40,842.03 |
| 1VIGAX 366,136.71 |
| 1VTSAX 778,385.79 |
| 1VBIAX 224,825.85 |
| 1DOXIX 52,227.41 |
| 1VBILX 448,747.25 |
| 1VBIRX 152,929.33 |
| 1VBTLX 1,745,869.62 |
| 1KGPF 1.450 1,450,285.56 |
| FORFEITURES 30,652.43 |
Investment model portfolios
We provide two types of investment model portfolios for ORBCOMM LLC 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 ORBCOMM LLC 401K PLAN