Investment options of PRIMORIS SERVICES CORPORATION 401(K) RETIREMENT SAVINGS PLAN
Total Available Funds: 33
| Investment Description |
|---|
| AMER CENT US LARGE CAP EQUITY COLLECTIVE TRUST |
| AMERICAN FUNDS EUROP PAC GRW REGISTERED INVESTMENT COMPANY |
| CEREDEX MID CAP VAL COLLECTIVE TRUST |
| CLEARBRIDGE SMALL CAP COLLECTIVE TRUST |
| EAGLE MIDCAP COLLECTIVE TRUST |
| FIDELITY ADVISOR INTL SMA REGISTERED INVESTMENT COMPANY |
| FIDELITY CONTRAFUND REGISTERED INVESTMENT COMPANY |
| GOLDMAN SACHS ST VAL COLLECTIVE TRUST |
| LORD ABBETT COREFIXED COLLECTIVE TRUST |
| PIMCO HIGH YIELD, INSTL REGISTERED INVESTMENT COMPANY |
| PIMCO INCOME INSTL REGISTERED INVESTMENT COMPANY |
| PUTNAM LARGE CAP VALUE TRUST COLLECTIVE TRUST |
| SSGA GL ALL CAP COLLECTIVE TRUST |
| STATE STREET S&P 500 COLLECTIVE TRUST |
| STATE STREET US BOND COLLECTIVE TRUST |
| STATESTREET RUSS SMALL MID CAP COLLECTIVE TRUST |
| TRP TARGET 2005 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2010 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2015 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2020 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2025 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2030 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2035 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2040 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2045 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2050 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2055 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2060 TRUST COMPANY COLLECTIVE TRUST |
| TRP TARGET 2065 TRUST COMPANY COLLECTIVE TRUST |
| VANGUARD REIT INDEX ADMIRAL REGISTERED INVESTMENT COMPANY |
| VANGUARD TREASURY MONEY MARKET REGISTERED INVESTMENT COMPANY |
| VICTORY SYC SMALL COMPANY REGISTERED INVESTMENT COMPANY |
| SCHWAB BANK SAVINGS MONEY MARKET |
Investment model portfolios
We provide two types of investment model portfolios for PRIMORIS SERVICES CORPORATION 401(K) RETIREMENT SAVINGS 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 PRIMORIS SERVICES CORPORATION 401(K) RETIREMENT SAVINGS PLAN