Investment options of SAEXPLORATION 401(K) PLAN
Total Available Funds: 46
| Investment Description |
|---|
| BlackRock Lifepath Index 2030 Fund Cl 35 |
| BlackRock Lifepath Index Retire Cl 35 |
| BlackRock Lifepath Index 2040 Fund Cl 35 |
| BlackRock Lifepath Index 2045 Fund Cl 35 |
| BlackRock Lifepath Index 2050 Fund Cl 35 |
| BlackRock Lifepath Index 2055 Cl 35 |
| BlackRock Lifepath Index 2060 Cl 35 |
| Putnam Large Cap Value Trust I |
| State Street Ssga Us Inflation Protected Bd Idx Nl C |
| Common/collective trusts |
| Fidelity Investments Fidelity 500 Index |
| BlackRock Ishares Msci Eafe International Index K |
| BlackRock Ishares Russell Mid-Cap Index K |
| Fidelity Investments Fidelity Small Cap Index |
| BlackRock Ishares U.S. Aggregate Bond Index K |
| Fidelity Investments Fidelity Emerging Markets Index |
| JPMorgan Large Cap Growth R6 |
| Empower T. Rowe Price Mid Cap Gr Inst |
| Great-West Key Guaranteed Portfolio Fund 0.9% |
| 1ATD330 554,598.83 |
| 1ATD335 968,106.17 |
| 1ATD340 272,167.80 |
| 1ATD345 217,912.29 |
| 1ATD350 146,277.21 |
| 1ATD355 66,266.08 |
| 1ATD360 33,953.71 |
| 1ATD3IR 342,116.17 |
| 1BTMKX 182,302.11 |
| 1FPADX 41,294.52 |
| 1FSRNX 19,738.15 |
| 1ABSZX 22.98 |
| 1QUAZX 10,345.55 |
| 1FSSNX 96,076.81 |
| 1BRMKX 123,405.12 |
| 1MXYKX 14,281.01 |
| 1FXAIX 342,958.89 |
| 1JLGMX 31,103.16 |
| 1PLCVTI 17,159.87 |
| 1WFBIX 68,200.02 |
| 1TIPDB 14,917.06 |
| 1KGPGW 1.450 68,436.63 |
| FORFEITURES 68.95 |
| 1ATD330 BlackRock LifePath Index 2030 Fund Cl 35 1ATD335 BlackRock LifePath Index 2035 Fund Cl |
| 1ATD340 BlackRock LifePath Index 2040 Fund Cl 35 1ATD345 BlackRock LifePath Index 2045 Fund Cl |
| 1ATD350 BlackRock LifePath Index 2050 Fund Cl 35 1ATD355 BlackRock LifePath Index 2055 Fund Cl |
| 1ATD360 BlackRock LifePath Index 2060 Fund Cl 35 1ATD3IR BlackRock LifePath Index Retire Cl |
Investment model portfolios
We provide two types of investment model portfolios for SAEXPLORATION 401(K) 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 SAEXPLORATION 401(K) PLAN