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USCB, INC. 401(K) PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of USCB, INC. 401(K) PROFIT SHARING PLAN

Total Available Funds: 34
Investment Description
VANGUARD FEDERAL MONEY MARKET
VMS AMERITRADE SELF-DIRECT CASH FUND
AMERICAN FUNDS NEW WORD MARKET INC.
BLACKROCK TECHNOLOGY OPPORTUNITY
FEDERATED HERMES OPP HIYLD
FIDELITY ADVISOR FLOAT RATE HIGH INC Z
PARAMETRIC COMMODITY STRATEGY INSTL
PIMCO TOTAL RETURN INSTL
VANGUARD EQUITY INCOME
EMERGING MARKET
GROWTH INDEX
FINANCIALS INDEX
REAL ESTATE INDEX
INFLATION PROTECTED SECURITIES
INTERNATIONAL GROWTH
MID-CAP INDEX
MID-CAP VALUE INDEX
TARGET RETIREMENT INCOME FUND
RETIREMENT 2020
RETIREMENT 2025
RETIREMENT 2030
RETIREMENT 2035
RETIREMENT 2040
RETIREMENT 2045
RETIREMENT 2050
RETIREMENT 2055
RETIREMENT 2060
RETIREMENT 2065
SHORT-TERM BOND INDEX
SMALL CAP GROWTH INDEX ADM
SMALL CAP GROWTH INDEX
LONG TERM INVESTMENT GRADE ADM
FTSE ALL WORLD EX-US INDEX
TOTAL STOCK MARKET INDEX

Investment model portfolios

We provide two types of investment model portfolios for USCB, INC. 401(K) PROFIT SHARING PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.