What is KORMAN COMMUNITIES 401(K) PLAN's employer match?

In 2024, KORMAN COMMUNITIES 401(K) PLAN reported $1,328,338 in employer contributions. That is about 40.4% of reported employee contributions.

How many participants are in KORMAN COMMUNITIES 401(K) PLAN?

At the end of 2024, KORMAN COMMUNITIES 401(K) PLAN reported 855 plan participants.

What are KORMAN COMMUNITIES 401(K) PLAN's total assets?

At the end of 2024, KORMAN COMMUNITIES 401(K) PLAN reported total plan assets of $49,278,613.

When was KORMAN COMMUNITIES 401(K) PLAN established?

KORMAN COMMUNITIES 401(K) PLAN was established in 1996.

What are the investment options in KORMAN COMMUNITIES 401(K) PLAN?

MyPlanIQ tracks the investment lineup for KORMAN COMMUNITIES 401(K) PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/korman-communities-401k-plan/

KORMAN COMMUNITIES 401(K) PLAN Investment Options

Available Funds in KORMAN COMMUNITIES 401(K) PLAN

Below is the lineup of investment options available to participants in KORMAN COMMUNITIES 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: 34

Investment Description
American Funds Growth and Income Portfolio – Class R6
American Funds Capital Income Builder – Class R6
American Funds American Balanced Fund – Class R6
Blackrock Mid Cap Growth Equity Portfolio – Class K
Blackrock High Yield Portfolio – Class K
Blackrock Health Sciences Opportunities Portfolio – Class K
Fidelity
Fidelity Emerging Markets
Fidelity Mid Cap
Fidelity Small Cap
Franklin Utilities Fund – Class R6
Invesco International Small – Mid Company – Class R6
John Hancock Disciplined Value Mid Cap Fund – Class R6
John Hancock Bond Fund – Class R6
J.P. Morgan Equity Income Fund – Class R6
MFS International Growth Fund – Class R6
PIMCO Income Fund – Institutional Class
T. Rowe Price Retirement Balanced Fund
T. Rowe Price Retirement 2005 Fund – I Class
T. Rowe Price Retirement 2010 Fund – I Class
T. Rowe Price Retirement 2015 Fund – I Class
T. Rowe Price Retirement 2020 Fund – I Class
T. Rowe Price Retirement 2025 Fund – I Class
T. Rowe Price Retirement 2030 Fund – I Class
T. Rowe Price Retirement 2035 Fund – I Class
T. Rowe Price Retirement 2040 Fund – I Class
T. Rowe Price Retirement 2045 Fund – I Class
T. Rowe Price Retirement 2050 Fund – I Class
T. Rowe Price Retirement 2055 Fund – I Class
T. Rowe Price Retirement 2060 Fund – I Class
T. Rowe Price Retirement 2065 Fund – I Class
Vanguard Industrials Index Fund – Admiral Shares
Vanguard Wellesley Income Fund – Admiral Shares
Reliance Trust Company New York Life Anchor Account Series I Class

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 KORMAN COMMUNITIES 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

Test your portfolio

Enter the funds you have chosen from this plan along with their weights, and see how such a portfolio has performed historically.

Click for portfolio calculator

Get Key Insights for This Plan

Join our community and get data-driven insights about KORMAN COMMUNITIES 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 Live

Explore More Plan Resources

Plan Login Directory Employer Match Guide Rollover Options Hub

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 …

Click for tips and plans for income

Customize a model portfolio now

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.

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 KORMAN COMMUNITIES 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.