What is ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN's employer match?

In 2024, ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN reported $191,124 in employer contributions. That is about 38.9% of reported employee contributions.

How many participants are in ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN?

At the end of 2024, ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN reported 196 plan participants.

What are ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN's total assets?

At the end of 2024, ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN reported total plan assets of $9,304,695.

When was ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN established?

ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN was established in 1999.

What are the investment options in ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN?

MyPlanIQ tracks the investment lineup for ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/advanced-flow-engineering-inc-401k-plan/

ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN Investment Options

Available Funds in ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN

Below is the lineup of investment options available to participants in ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.

When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.

Total Available Funds: 27

Investment Description
T. Rowe Price Blue Chip Growth Fund 5,226 units a
Fidelity® 500 Index Fund 3,679 units a
Fidelity® Select Technology Portfolio 17,703 units a
American Funds New Perspective Fund® Class R-6 8,665 units a
Fidelity® Small Cap Index Fund 18,004 units a
American Funds 2030 Target Date Retirement Fund® Class R-6 20,966 units a
MFS Value Fund Class R6 6,179 units a
PIMCO Income Fund Institutional Class 23,905 units a
Carillon Eagle Mid Cap Growth Fund Class R6 3,224 units a
American Funds 2060 Target Date Retirement Fund® Class R-6 12,541 units a
American Funds 2040 Target Date Retirement Fund® Class R-6 10,013 units a
American Funds 2050 Target Date Retirement Fund® Class R-6 9,846 units a
MFS Mid Cap Value R6 6,291 units a
Fidelity® Mid Cap Index Fund 5,585 units a
DFA Emerging Markets Core Equity 8,022 units a
American Funds 2035 Target Date Retirement Fund® Class R-6 8,981 units a
American Funds 2045 Target Date Retirement Fund® Class R-6 7,668 units a
American Funds 2055 Target Date Retirement Fund® Class R-6 5,613 units a
Vanguard Financials Index Fund Admiral Shares 2,014 units a
American Funds 2025 Target Date Retirement Fund® Class R-6 7,356 units a
Fidelity® INTL Index 1,921 units a
American Funds 2020 Target Date Retirement Fund® Class R-6 5,585 units a
Lord Abbett Short Duration Income Fund Class R6 12,601 units a
Undiscovered Managers Behavioral Value Fund Class R6 450 units a
Neuberger Berman Small Cap Growth Fund R6 693 units a
American Funds 2010 Target Date Retirement Fund® Class R-6 557 units a
through February 2033 –

Click to view the investment model portfolios of this plan ►

How to Build a Smart Portfolio in Your 401(k)

Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:

Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.

Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.

Model Asset Allocation Portfolios

Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
Four Core Asset Portfolio	4.74%	18.86%	12.42%	5.72%	8.01%	7.30%	6.92%	…	…
Five Core Asset Portfolio	4.70%	18.79%	12.38%	5.55%	7.97%	7.19%	6.94%	…	…
Three Core Asset Portfolio	4.57%	19.80%	13.11%	6.19%	8.52%	7.64%	7.10%	…	…
Two Core Asset Portfolio	3.87%	19.18%	13.68%	6.85%	9.34%	8.84%	7.95%	…	…
Yale Endowment Template	5.35%	17.45%	11.87%	5.56%	8.33%	7.96%	7.55%	…	…
S&P 500 Index	5.96%	30.43%	21.65%	12.98%	15.09%	13.73%	10.93%	…	…

Data as of 05/01/2026, Common starting date is 12/31/2000

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