Investment options of PATHWAYS 401K PLAN
Total Available Funds: 67
| Investment Option List |
|---|
| Three-digit plan number: |
| Pimco All Asset I (PAUIX) |
| Pimco Income Fund – Institutional (PIMIX) |
| American Beacon Small Cap Value Fund VL Y |
| American Funds EuroPacific Growth Fund – R (FEPUX) |
| Fidelity Mid-Cap Index (FIIMX) |
| JPMorgan Core Bond Fund Class R6 (JCBUX) |
| Fidelity International Index (FDIVX) |
| Invesco Developing Companies |
| Janus Henderson Triton Fund Class N (JSMGX) |
| Goldman Sachs Small Cap Grow Insights R6 |
| Fidelity Small-Cap Index (FSISX) |
| Fidelity Contrafund (FCNTX) |
| MFS Value Fund Class R4 (MINIX) |
| AllSpring Special Mid Cap Value (SMCDX) |
| Fidelity 500 Index (FUSEX) |
| Fidelity US Bond Index (FSHBX) |
| TOTAL |
| Putnam Stable Value Fund (PMVYX) |
| AMC Once Choice 2025 Trust Class I |
| AMC Once Choice 2030 Trust Class I |
| AMC Once Choice 2035 Trust Class I |
| AMC Once Choice 2040 Trust Class I |
| AMC Once Choice 2045 Trust Class I |
| AMC Once Choice 2050 Trust Class I |
| AMC Once Choice 2055 Trust Class I |
| AMC Once Choice 2060 Trust Class I |
| AMC Once Choice Income Retirement Trust |
| Blackrock Mid Cap Growth EQ L |
| ranging from 4.25% to 9.50% |
| (Form 5500) |
| ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI plan number (PN) |
| ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI |
| For Paperwork Reduction Act Notice, see the Instructions for Form 5500. Schedule H (Form 5500) |
| v. |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b(6) |
| companies (e.g., mutual funds) ……………………………………………………… |
| Attachment to 2024 Form |
| Plan Sponsor's Name PATHWAYS HEALTH & COMMUNITY SUPP PN: |
| PARTICIPANT LOANS |
| INVESCO DEVELOPING MKTS R6 |
| PIMCO ALL ASSET I (PAUIX) |
| PIMCO INCOME FUND – INSTL (PRIFX) |
| AMERICAN FUNDS EUROPAC GRO- R5 |
| FID MID CAP INDEX |
| JPM CORE BOND R6 |
| AMERICAN BEACON SM CP VL R6 |
| FID INTERNATIONAL INDEX (HIOFX) |
| JANUS HENDERSON TRITON FUND N (JSMGX) |
| GS SMALL CAP GROW INSIGHTS R6 (GCSIX) |
| FIDELITY CONTRAFUND (FCNTX) |
| MFS VALUE FUND – R4 (MEIJX) |
| FID 500 IND |
| ALLSPRING SPECIAL MC VAL INST |
| FID US BOND IND (HMBDX) |
| FID SMALL CAP INDEX (HMSCX) |
| PUTNAM STABLE VALUE FUND 15 |
| AMC ONE CHOICE 2025 TR I (ARWFX) |
| AMC ONE CHOICE 2030 TR I (ARCSX) |
| AMC ONE CHOICE 2060 TR I (ARGDX) |
| AMC ONE CHOICE 2055 TR I (ARENX) |
| AMC ONE CHOICE 2040 TR I (ARDSX) |
| AMC OC INC RET TR I |
| AMC ONE CHOICE 2035 TR I (ARLIX) |
| AMC ONE CHOICE 2045 TR I (AOOIX) |
| AMC ONE CHOICE 2050 TR I (ARFSX) |
| BLACKROCK MID CAP GROWTH EQ L1 (CMGIX) |
Investment model portfolios
We provide two types of investment model portfolios for PATHWAYS 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 PATHWAYS 401K PLAN