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ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN
Investment Model Portfolios

Investment options of ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN

Total Available Funds: 23
Investment Description
TIAA- CREF LIFECYCLE 2010 FUND
TIAA- CREF LIFECYCLE 2015 FUND
TIAA- CREF LIFECYCLE 2020 FUND
TIAA- CREF LIFECYCLE 2025 FUND
TIAA- CREF LIFECYCLE 2030 FUND
TIAA- CREF LIFECYCLE 2035 FUND
TIAA- CREF LIFECYCLE 2040 FUND
TIAA- CREF LIFECYCLE 2045 FUND
TIAA- CREF LIFECYCLE 2050 FUND
TIAA- CREF LIFECYCLE 2055 FUND
TIAA- CREF LIFECYCLE 2060 FUND
TIAA- CREF LIFECYCLE 2065 FUND
AMERICAN FUNDS AMERICAN BALANCED
AMERICAN FUNDS AMERICAN MUTUAL
MFS INTERNATIONAL DIVERSIFICATION
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND
ISHARES RUSSELL MID CAP INDEX FUND
ISHARES S&P 500 INDEX FUND
ISHARES U. S. AGGREGATE BOND INDEX
WESTERN ASSET CORE PLUS BOND FUND
DELAWARE SMALL CAP CORE FUND
T. ROWE PRICE BLUE CHIP GROWTH
BLACKROCK LIQUIDITY FUNDS T-FUN

Investment model portfolios

We provide two types of investment model portfolios for ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.