Investment options of VENTEK SOLUTIONS LLC 401(K) PLAN
Total Available Funds: 45
| Investment Description |
|---|
| Allsprong Global Investments Allspring Special Small Cap Value R6 |
| Federated Hermes Govt Obl Advisor |
| Fidelity 500 Index |
| Fidelity Mid Cap Index |
| Fidelity Small Cap Growth K6 |
| Fidelity Small Cap Index |
| Fidelity US Bond Index |
| MFS Investment Management MFS International Growth R6 |
| MFS Investment Management MFS Value R6 |
| State Street Investment Management State Street Target Retirement 2020 K |
| State Street Investment Management State Street Target Retirement 2025 K |
| State Street Investment Management State Street Target Retirement 2030 K |
| State Street Investment Management State Street Target Retirement 2035 K |
| State Street Investment Management State Street Target Retirement 2040 K |
| State Street Investment Management State Street Target Retirement 2045 K |
| State Street Investment Management State Street Target Retirement 2050 K |
| State Street Investment Management State Street Target Retirement 2055 K |
| State Street Investment Management State Street Target Retirement 2060 K |
| State Street Investment Management State Street Target Retirement 2065 K |
| State Street Investment Management State Street Target Retirement K |
| 1SSFOX 2,816.40 |
| 1SSBOX 49,657.00 |
| 1SSBSX 481,096.24 |
| 1SSBYX 1,718,308.41 |
| 1SSCKX 718,540.82 |
| 1SSCQX 2,700,073.55 |
| 1SSDEX 571,460.74 |
| 1SSDLX 796,542.40 |
| 1SSDQX 599,044.82 |
| 1SSDYX 378,031.91 |
| 1SSFKX 205,966.03 |
| 1FTIHX 585,416.72 |
| 1MGRDX 102,160.64 |
| 1FOCSX 19,364.21 |
| 1FSSNX 123,745.72 |
| 1ESPRX 27,541.10 |
| 1FSMDX 397,102.60 |
| 1APGZX 274,694.49 |
| 1FXAIX 1,604,882.16 |
| 1MEIKX 46,253.44 |
| 1FTKFX 89,398.92 |
| 1FXNAX 753,456.61 |
| 1GOVXX 309,730.77 |
| 1SDBEMP 161,209.05 |
| 1SDBEMR 101,525.56 |
Investment model portfolios
We provide two types of investment model portfolios for VENTEK SOLUTIONS 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 VENTEK SOLUTIONS LLC 401(K) PLAN