Investment options of TECHNICAL SOLUTIONS HOLDINGS 401(K) PLAN
Total Available Funds: 22
| Investment Description |
|---|
| Investor Shares |
| Bank Fidelity Advisor Semiconductors Fund Class I |
| Franklin Convertible Securities Fund |
| PIMCO Foreign Bond (USD-Hedged) Fund D |
| Manning & Napier High Yield Bond I |
| Performance Trust Strategic Bond Fund |
| Payden Floating Rate Investor |
| Schwab S&P 500 Index Fund |
| Virtus Kar Small Cap Core Fd I |
| INVESCO Small Cap Value Fund CL R6 |
| Vanguard Market Neutral Fund Investor Shares |
| Fuller & Thaler Behavioral Small Cap Equity Fund |
| Bank ABRDN Physical Gold Shares ETF |
| INVESCO QQQ Trust |
| INVESCO S&P Mid Cap 400 REV ETF |
| iShares Currency Hedged MSCI EAFE ETF |
| SPDR Bloomberg Convertible Securities ETF |
| SPDR S&P 500 Value ETF |
| Vanguard FTSE Emerging Markets ETF |
| Vanguard Intermediate Term Bond ETF |
| Participants Participant notes receivable with interest ranging from |
| to 9.50 percent |
Investment model portfolios
We provide two types of investment model portfolios for TECHNICAL SOLUTIONS HOLDINGS 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 TECHNICAL SOLUTIONS HOLDINGS 401(K) PLAN