FAHEF, INC. 401(K) PLAN Investment Options
Available Funds in FAHEF, INC. 401(K) PLAN
Below is the lineup of investment options available to participants in FAHEF, 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.
| Investment Description |
|---|
| GM Federated Capital Preservation |
| Ascensus GM Fidelity Advisor Growth Opp Z |
| Ascensus Fidelity Advisor Growth Opp Z |
| Ascensus Hartford Balance Income R6 |
| Ascensus Hartford Core Equity R6 |
| Ascensus GM Loomis Sayles Global Allocation Y |
| Ascensus GM BlackRock Equity Dividend Instl |
| Ascensus GM MFS Mid Cap Value R6 |
| Ascensus GM Hartford Core Equity R6 |
| Ascensus GM American Century Small Cap Value R6 |
| Ascensus American Century Small Cap Value R6 |
| Ascensus GM American Funds New World R6 |
| Ascensus GM MFS Research International R6 |
| Ascensus Loomis Sayles Global Allocation Y |
| Ascensus BlackRock Equity Dividend Instl |
| Ascensus GM MFS Mid Cap Growth R6 |
| Ascensus MFS Mid Cap Value R6 |
| Ascensus GM Vanguard Interm-Term Bond Index Adm |
| Ascensus MFS Research International R6 |
| Ascensus MFS Mid Cap Growth R6 |
| Ascensus American Funds Trgt Date Ret 2025 R6 |
| Ascensus American Funds Trgt Date Ret 2030 R6 |
| Ascensus American Funds Trgt Date Ret 2035 R6 |
| Ascensus American Funds Trgt Date Ret 2040 R6 |
| Ascensus American Funds Trgt Date Ret 2045 R6 |
| Ascensus American Funds Trgt Date Ret 2050 R6 |
| Ascensus American Funds Trgt Date Ret 2055 R6 |
| Ascensus American Funds Trgt Date Ret 2060 R6 |
| Ascensus American Funds Trgt Date Ret 2065 R6 |
| Ascensus American Funds Trgt Date Ret 2015 R6 |
| Ascensus American Funds New World R6 |
| Ascensus American Funds Trgt Date Ret 2020 R6 |
| Ascensus S&P 500 Stock Institutional |
| Ascensus Vanguard Interm-Term Bond Index Adm |
| Ascensus GM PGIM Jennison Small Company R6 |
| Ascensus PGIM Jennison Small Company R6 |
| Ascensus Macquarie Corporate Bond R6 |
| Ascensus Allspring Govt Securities Instl |
| Ascensus GM Macquarie Corporate Bond R6 |
| Ascensus GM Allspring Govt Securities Instl |
| Rates from 3.25% to 8.50% |
| Federated |
| BlackRock |
| American Funds |
| Allspring |
| Loomis Sayles |
| Macquarie |
| Hartford |
| American Century |
| Fidelity |
| Vanguard |
| Participant's Loan Account |
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 FAHEF, 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% | … | … |
Get Key Insights for This Plan
Join our community and get data-driven insights about FAHEF, INC. 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.
Notify Me When Ratings Go LiveExplore More Plan Resources
Recent Articles
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
- Meta’s 401(k): 50% Match, Immediate Vesting, and $670M on the Table
- Making Sense of Mixed Signals
- Nike’s 401(k) Match Is Dollar-for-Dollar, Even When the Swoosh Is Struggling
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Customize Asset Allocation Portfolios
Retirement Calculator
Investment Calculator
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Keep researching FAHEF, INC. 401(K) PLAN
Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.
Related Calculators
Related Plans
- PRIMEMED, P.C. NEW COMPARABILITY 401K PLAN (239 participants, $17,728,138)
- WALLA WALLA CLINIC, INC. EMPLOYEES MONEY PURCHASE PLAN & TRUST (238 participants, $11,024,197)
- UPPER GREAT LAKES FAMILY HEALTH CENTER RETIREMENT PLAN (238 participants, $8,547,567)
- RADIOLOGY ASSOCIATES, INC. 401K PLAN (240 participants, $8,229,534)
- HEARTLAND COMMUNITY HEALTH CLINIC 401(K) PLAN (238 participants, $6,405,728)