Select Page

WOLCOTT PLUMBING 401(K) PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of WOLCOTT PLUMBING 401(K) PROFIT SHARING PLAN

Total Available Funds: 25
Investment Description
EMPOWER ANNUITY INSURANCE
EMPOWER GUARANTEED INTEREST ACCOUNT
EMPOWER PGIM TOTAL RETURN BOND FUND
VANGUARD VANGUARD TARGET RETIREMENT 2040 FUND
EMPOWER FIDELITY 500 INDEX FUND
T. ROWE PRICE T. ROWE PRICE BLUE CHIP GROWTH FUND
EMPOWER MFS VALUE FUND
VANGUARD VANGUARD TARGET RETIREMENT 2050 FUND
VANGUARD VANGUARD TARGET RETIREMENT 2030 FUND
VANGUARD VANGUARD TARGET RETIREMENT 2020 FUND
AMERICAN CENTURY AMERICAN CENTURY SMALL CAP GROWTH FUND
EMPOWER FIDELITY MID CAP INDEX FUND
EMPOWER AMERICAN FUNDS EUROPACIFIC GROWTH FUND
NUVEEN NUVEEN REAL ESTATE SECURITIES FUND
MFS INVESTMENT MANAGEMENT MFS MID CAP VALUE FUND
INVESCO INVESCO INTERNATIONAL BOND FUND
VANGUARD VANGUARD TARGET RETIREMENT 2060 FUND
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL INDEX FUND
FIDELITY INVESTMENTS FIDELITY SMALL CAP INDEX FUND
VANGUARD VANGUARD TARGET RETIREMENT 2055 FUND
WEDBUSH PARTICIPANT-DIRECTED BROKERAGE ACCOUNTS
VANGUARD VANGUARD TARGET RETIREMENT 2065 FUND
AMERICAN CENTURY AMERICAN CENTURY SMALL CAP VALUE FUND
AMERICAN FUNDS AMERICAN FUNDS NEW WORLD FUND
VANGUARD VANGUARD TARGET RETIREMENT 2045 FUND

Investment model portfolios

We provide two types of investment model portfolios for WOLCOTT PLUMBING 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.