What is DEVELOPMENTAL SERVICES RETIREMENT PLAN's employer match?

In 2024, DEVELOPMENTAL SERVICES RETIREMENT PLAN reported $305,096 in employer contributions. That is about 84.1% of reported employee contributions.

How many participants are in DEVELOPMENTAL SERVICES RETIREMENT PLAN?

At the end of 2024, DEVELOPMENTAL SERVICES RETIREMENT PLAN reported 276 plan participants.

What are DEVELOPMENTAL SERVICES RETIREMENT PLAN's total assets?

At the end of 2024, DEVELOPMENTAL SERVICES RETIREMENT PLAN reported total plan assets of $9,099,710.

When was DEVELOPMENTAL SERVICES RETIREMENT PLAN established?

DEVELOPMENTAL SERVICES RETIREMENT PLAN was established in 1999.

What are the investment options in DEVELOPMENTAL SERVICES RETIREMENT PLAN?

MyPlanIQ tracks the investment lineup for DEVELOPMENTAL SERVICES RETIREMENT PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/developmental-services-retirement-plan/

DEVELOPMENTAL SERVICES RETIREMENT PLAN Investment Options

Available Funds in DEVELOPMENTAL SERVICES RETIREMENT PLAN

Below is the lineup of investment options available to participants in DEVELOPMENTAL SERVICES RETIREMENT 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: 55

Investment Description
VALIC Stock Index Fund Pooled separate accounts N/A
VALIC Internatl Equities Index Fund Pooled separate accounts N/A
VALIC International Government Bond Fund Pooled separate accounts N/A
VALIC Small Cap Index Fund Pooled separate accounts N/A
VALIC Systematic Core Fund Pooled separate accounts N/A
VALIC Science & Technology Fund Pooled separate accounts N/A
Vanguard LT Inv-Grade Fund Pooled separate accounts N/A
Vanguard Long-term Treasury Pooled separate accounts N/A
Vanguard Windsor II Pooled separate accounts N/A
Vanguard Wellington Fund Inc Pooled separate accounts N/A
Nasdaq-100(R) Index Fund Pooled separate accounts N/A
VALIC Mid Cap Strategic Growth Pooled separate accounts N/A
VALIC Systematic Growth Fund Pooled separate accounts N/A
VALIC Systematic Value Fund Pooled separate accounts N/A
VALIC Inflation Protected Fund Pooled separate accounts N/A
VALIC Large Capital Growth Fund Pooled separate accounts N/A
VALIC Small Cap Special Value Fund Pooled separate accounts N/A
VALIC Emerging Economies Pooled separate accounts N/A
VALIC International Value Fund Pooled separate accounts N/A
American Beacon Broadway Large Cap Growth IPooled separate accounts N/A
Invesco Balanced Risk Commod Str R5 Pooled separate accounts N/A
VALIC International Opportunities Pooled separate accounts N/A
VALIC Internataional Socially Resp Fd Pooled separate accounts N/A
VALIC Small Cap Growth Fund Pooled separate accounts N/A
VALIC Small Cap Value Fund Pooled separate accounts N/A
VALIC Mid Cap Value Fund Pooled separate accounts N/A
VALIC US Socially Responsible Fund Pooled separate accounts N/A
VALIC Core Bond Fund Pooled separate accounts N/A
VALIC High Yield Bond Fund Pooled separate accounts N/A
VALIC Government Money Mkt FS Inst Pooled separate accounts N/A
VC I Capital Appreciation Pooled separate accounts N/A
VOYA Fixed Account Pooled separate accounts N/A
AB Small Cap Growth Prt Z Pooled separate accounts N/A
American Funds 2010 Target Date R6 Pooled separate accounts N/A
American Funds 2015 Target Date R6 Pooled separate accounts N/A
American Funds 2020 Target Date R6 Pooled separate accounts N/A
American Funds 2025 Target Date R6 Pooled separate accounts N/A
American Funds 2030 Target Date R6 Pooled separate accounts N/A
American Funds 2035 Target Date R6 Pooled separate accounts N/A
American Funds 2040 Target Date R6 Pooled separate accounts N/A
American Funds 2045 Target Date R6 Pooled separate accounts N/A
American Funds 2050 Target Date R6 Pooled separate accounts N/A
American Funds 2055 Target Date R6 Pooled separate accounts N/A
American Funds 2060 Target Date R6 Pooled separate accounts N/A
American Funds 2065 Target Date R7 Pooled separate accounts N/A
American Funds Am Balanced R6 Pooled separate accounts N/A
American Funds Amer Mutual R6 Pooled separate accounts N/A
DFA U.S. Vector Equity Port Inst Pooled separate accounts N/A
Fidelity 500 Index Fund Pooled separate accounts N/A
Fidelity Adv Equity Grw Fnd Z Pooled separate accounts N/A
Fidelity Adv Intl Growth Fnd Z Pooled separate accounts N/A
Fidelity Mid Cap Index Fund Pooled separate accounts N/A
Fidelity Small Cap Ind Fund Pooled separate accounts N/A
JPMorgan Mid Cap Growth Fd R6 Pooled separate accounts N/A
PGIM High Yield Fund R6 Pooled separate accounts N/A

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 DEVELOPMENTAL SERVICES RETIREMENT 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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