Investment options of TIDAL POWER SERVICES, LLC 401(K) PLAN
Total Available Funds: 55
| Investment Option List |
|---|
| Vanguard Target Retirement 2020 Inv (VTOVX) |
| Vanguard Target Retirement 2025 Inv (VTOVX) |
| Vanguard Target Retirement 2030 Inv (VTOVX) |
| Vanguard Target Retirement 2035 Inv (VTTHX) |
| Vanguard Target Retirement 2040 Inv (VTOVX) |
| Vanguard Target Retirement 2045 Inv (VTIVX) |
| Vanguard Target Retirement 2050 Inv (VTOVX) |
| Vanguard Target Retirement 2055 Inv (VTOVX) |
| Vanguard Target Retirement 2060 Inv (VTOVX) |
| Vanguard Target Retirement 2065 Inv (VSXFX) |
| Vanguard Target Retirement 2070 Inv (VTOVX) |
| American Funds American Balanced R6 (GBLAX) |
| American Funds Bond Fund Of Amer R6 (RTAFX) |
| Fidelity Capital & Income (FEQIX) |
| Nuveen Strategic Income R6 (FCBYX) |
| MFS International Growth R6 (MQGIX) |
| Putnam International Value R6 (PNGAX) |
| Fidelity 500 Index (FUSEX) |
| JPMorgan Large Cap Growth R6 (SEEGX) |
| Putnam Large Cap Value R6 (PMVYX) |
| Allspring Allspring Special Mid Cap Value R6 (SMCDX) |
| Fidelity Mid Cap Index (FIIMX) |
| JPMorgan Mid Cap Growth R6 (HLGEX) |
| American Century Small Cap Growth R6 (ANOHX) |
| DFA Us Targeted Value I |
| Fidelity Small Cap Index (FSISX) |
| Empower Reliance Metlife Series 25053 Cl |
| 1VTWNX 403,000.85 |
| 1VTTVX 445,944.64 |
| 1VTHRX 303,088.69 |
| 1VTTHX 964,497.92 |
| 1VFORX 1,443,233.48 |
| 1VTIVX 4,182,768.04 |
| 1VFIFX 645,625.61 |
| 1VFFVX 1,840,477.74 |
| 1VTTSX 1,254,887.84 |
| 1VLXVX 295,529.23 |
| 1VSVNX 71,379.01 |
| 1MGRDX 143,904.08 |
| 1PIGWX 140,502.11 |
| 1ANODX 21,981.43 |
| 1DFFVX 3,149.93 |
| 1FSSNX 164,098.62 |
| 1FSMDX 361,033.79 |
| 1JMGMX 140,161.82 |
| 1WFPRX 11,888.80 |
| 1FXAIX 398,233.14 |
| 1JLGMX 1,020,474.16 |
| 1PEQSX 125,889.56 |
| 1RLBGX 23,377.34 |
| 1RBFGX 227,000.71 |
| 1FAGIX 94,240.47 |
| 1FSFRX 99,890.15 |
| 1METSV3 477,395.18 |
| FORFEITURES 38.50 |
Investment model portfolios
We provide two types of investment model portfolios for TIDAL POWER SERVICES, LLC 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 TIDAL POWER SERVICES, LLC 401(K) PLAN