SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST Investment Options
Available Funds in SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST
Below is the lineup of investment options available to participants in SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST. 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 |
|---|
| PGIM Funds High-Yield Fund |
| Dodge & Cox Dodge & Cox Income Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2055 Fund |
| Vanguard Tax-Managed Small Cap Admiral Class Fund |
| Vanguard Growth & Income Admiral Class Fund |
| Vanguard Mortgage-Backed Securities |
| Fidelity Investments Fidelity Inflation-Prot Bond |
| Vanguard Short-Term Federal Admiral Class Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2020 Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2025 Fund |
| Vanguard International Growth Admiral Class Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2045 Fund |
| Vanguard GNMA Admiral Class Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2050 Fund |
| Vanguard Equity Income Fund Admiral Class Fund |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Fund |
| Janus Henderson Triton Fund Class N Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2040 Fund |
| Principal Funds Principal Mid Cap R-6 Fund |
| Dimensional Fund Advisors DFA International Small Cap Growth Fund |
| TIAA Investments TIAA-CREF Lifecycle Index Retirement Income Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2060 Instl Fund |
| TIAA Investments TIAA-CREF Lifecycle Index 2030 Instl Fund |
| Fidelity Investments Fidelity |
| TIAA Investments TIAA-CREF Lifecycle Index 2035 Instl Fund |
| TIAA Investments TIAA-CREF Large Cap Growth Fund |
| Vanguard Mid-Cap Index Admiral Fund |
| Dimensional Fund Advisors DFA International Core Equity Portfolio Instl Fund |
| Notes receivable from participants Bearing interest at 4.25% – 9.50% – |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| DFA INTL CORE EQUITY 2 INST |
| PGIM HIGH YIELD – Z |
| DODGE & COX INCOME I |
| NUVEEN LC INDEX 2055 R6 |
| VANGUARD TAX-MNGD SM CAP ADM |
| VANGUARD GROWTH & INCOME ADMIR |
| VAN MORTG BK SEC IDX ADM |
| FID INFL-P BD IDX |
| VANGUARD SHRT TERM FED-ADMIRAL |
| NUVEEN LC INDEX 2020 R6 |
| NUVEEN LC INDEX 2025 R6 |
| VANGUARD INTL GRTH ADM |
| NUVEEN LC INDEX 2045 R6 |
| VANGUARD GNMA ADM |
| NUVEEN LC INDEX 2050 R6 |
| VANG EQUITY INC ADM |
| DFA EMG MKT CORE EQ 2 I |
| JANUS HENDERSON TRITON FUND N |
| NUVEEN LC INDEX 2040 R6 |
| PRINCIPAL MID CAP FUND R6 |
| DFA INTL SMALL CAP GR INST |
| NUV LIFECYCLE IDX RET INC R6 |
| NUVEEN LC INDEX 2060 R6 |
| NUVEEN LC INDEX 2030 R6 |
| FID 500 IND |
| NUVEEN LC INDEX 2035 R6 |
| NUVEEN LG CAP GROWTH R6 |
| VANGUARD MID CAP INDEX – ADM |
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 SERVERCENTRAL LLC 401(K) PROFIT SHARING PLAN & TRUST. 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% | … | … |
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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 …
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