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WELTY BUILDING COMPANY LTD. 401(K) PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of WELTY BUILDING COMPANY LTD. 401(K) PROFIT SHARING PLAN

Total Available Funds: 26
Investment Description
AMERICAN CENTURY SHORT DURATION INFLATION PRBD
AMERICAN FUNDS AMCAP R6
AMERICAN FUNDS EUROPACIFIC GROWTH R6
AMERICAN FUNDS NEW PERSPECTIVE R6
AMERICAN FUNDS NEW WORLD R6
PIMCO TOTAL RETURN FUND INSTITUTIONAL
VANGUARD 500 INDEX FUND ADMIRAL
VANGUARD MID CAP INDEX FUND ADMIRAL
VANGUARD SMALL CAP INDEX FUND ADMIRAL
VANGUARD STRATEGIC EQUITY FUND
VANGUARD STRATEGIC SMALL CAP EQUITY FUND
VANGUARD TARGET RETIREMENT 2020 FUND
VANGUARD TARGET RETIREMENT 2025 FUND
VANGUARD TARGET RETIREMENT 2030 FUND
VANGUARD TARGET RETIREMENT 2035 FUND
VANGUARD TARGET RETIREMENT 2040 FUND
VANGUARD TARGET RETIREMENT 2045 FUND
VANGUARD TARGET RETIREMENT 2050 FUND
VANGUARD TARGET RETIREMENT 2055 FUND
VANGUARD TARGET RETIREMENT 2060 FUND
VANGUARD TARGET RETIREMENT INCOME FUND
VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL
VANGUARD WINDSOR II FUND ADMIRAL
FIDELITY GOVERNMENT MONEY MARKET FUND
BROKERAGELINK - CASH

Investment model portfolios

We provide two types of investment model portfolios for WELTY BUILDING COMPANY LTD. 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.