What is FARIBORZ RODEF DDS, INC. 401(K) PLAN's employer match?

In 2024, FARIBORZ RODEF DDS, INC. 401(K) PLAN reported $321,240 in employer contributions. That is about 47.8% of reported employee contributions.

How many participants are in FARIBORZ RODEF DDS, INC. 401(K) PLAN?

At the end of 2024, FARIBORZ RODEF DDS, INC. 401(K) PLAN reported 437 plan participants.

What are FARIBORZ RODEF DDS, INC. 401(K) PLAN's total assets?

At the end of 2024, FARIBORZ RODEF DDS, INC. 401(K) PLAN reported total plan assets of $7,999,609.

When was FARIBORZ RODEF DDS, INC. 401(K) PLAN established?

FARIBORZ RODEF DDS, INC. 401(K) PLAN was established in 2003.

What are the investment options in FARIBORZ RODEF DDS, INC. 401(K) PLAN?

MyPlanIQ tracks the investment lineup for FARIBORZ RODEF DDS, INC. 401(K) PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/fariborz-rodef-dds-inc-401k-plan/

FARIBORZ RODEF DDS, INC. 401(K) PLAN Investment Options

Available Funds in FARIBORZ RODEF DDS, INC. 401(K) PLAN

Below is the lineup of investment options available to participants in FARIBORZ RODEF DDS, 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: 29

Investment Description
BLACKROCK INTERNATIONAL RET OPT Pooled Separate Account N/A
JANUS HENDERSON BALANCED RET OPT Pooled Separate Account N/A
AMERICAN FUNDS GROWTH FUND OF AMERICA RET OPT Pooled Separate Account N/A
AMERICAN FUNDS NEW PERSPECTIVE RET OPT Pooled Separate Account N/A
DWS INTERNATIONAL GROWTH RET OPT Pooled Separate Account N/A
TEMPLETON GLOBAL BOND RET OPT Pooled Separate Account N/A
T. ROWE PRICE RETIREMENT BALANCED RET OPT Pooled Separate Account N/A
STATE STREET PTNR W/ TRS CONSV RT O Pooled Separate Account N/A
ALLSPRING CORE BOND RET OPT Pooled Separate Account N/A
INVESCO DIVERSIFIED DIVIDEND RET OPT Pooled Separate Account N/A
VICTORY SYCAMORE ESTABLISHED VALUE RET OPT Pooled Separate Account N/A
TRANSAMERICA PARTNERS STOCK INDEX RET OPT Pooled Separate Account N/A
STATE STREET S&P MID CAP INDEX RET OPT Pooled Separate Account N/A
FRANKLIN SMALL-MID CAP GROWTH RET OPT Pooled Separate Account N/A
LOOMIS SAYLES INVESTMENT GRADE BOND RET OPT Pooled Separate Account N/A
VANGUARD SMALL-CAP INDEX RET OPT Pooled Separate Account N/A
VANGUARD SMALL-CAP VALUE INDEX RET OPT Pooled Separate Account N/A
TRANSAMERICA INTL GROWTH RET OPT Pooled Separate Account N/A
BLACKROCK GLOBAL ALLOCATION RET OPT Pooled Separate Account N/A
AEGON US HIGH YIELD RET OPT Pooled Separate Account N/A
HARTFORD SMALL CAP GROWTH HLS Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2030 W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2035 W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2040 W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2045 W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2050 W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2055 W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS IN RET W AMER CEN RET OPT Pooled Separate Account N/A
TRANSAMERICA FUTUREFOCUS 2060 W AMER CEN RET OPT Pooled Separate Account 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 FARIBORZ RODEF DDS, 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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