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WILLIAMS KASTNER andGIBBS PLLC RETIREMENT PLAN
Investment Model Portfolios

Investment options of WILLIAMS KASTNER andGIBBS PLLC RETIREMENT PLAN

Total Available Funds: 12
Investment Description
VANGUARD INSTITUTIONAL INDEX REGISTERED INVESTMENT COMPANY
VANGUARD TARGET RETIREMENT 2020 REGISTERED INVESTMENT COMPANY
VANGUARD TTL BOND MKT IDX ADM REGISTERED INVESTMENT COMPANY
VANGUARD VALUE INDEX ADM REGISTERED INVESTMENT COMPANY
VANGUARD LIFE ST STAR GROWTH REGISTERED INVESTMENT COMPANY
T ROWE PRICE SMALL CAP STOCK I REGISTERED INVESTMENT COMPANY
PRIMECAP ODYSSEY AGGR GROWTH REGISTERED INVESTMENT COMPANY
MORLEY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST
VANGUARD TOT INTL STK IDX ADM REGISTERED INVESTMENT COMPANY
VANGUARD TARGET RETIREMENT 2045 REGISTERED INVESTMENT COMPANY
VANGUARD TARGET RETIREMENT 2025 REGISTERED INVESTMENT COMPANY
LOOMIS SAYLES BOND N Register

Investment model portfolios

We provide two types of investment model portfolios for WILLIAMS KASTNER andGIBBS PLLC RETIREMENT 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.