SERV-U-SUCCESS 401(K) PLAN Investment Options
Available Funds in SERV-U-SUCCESS 401(K) PLAN
Below is the lineup of investment options available to participants in SERV-U-SUCCESS 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 |
|---|
| Dimensional Fund Advisors Dimensional Inflation-Protected Securities I Fund |
| Dimensional Intermediate Govt Fixed Income I Fund |
| Dimensional International Core Equity Fund |
| Dimensional Emerging Markets Fund |
| Dimensional International Small Company Fund |
| BlackRock High Yield Bond Instl Fund |
| Vanguard Balanced Index Admiral Fund |
| Vanguard Short Term Investment Grade Fund |
| Vanguard REIT Index Admiral Fund |
| Vanguard Value Index Admiral Fund |
| Vanguard Index Trust Mid-Cap Index Admiral Fund |
| Vanguard Growth Index Admiral Fund |
| Vanguard Small Cap Index Admiral Fund |
| Vanguard 500 Index Admiral Fund |
| Vanguard Small Cap Value Index Admiral |
| Vanguard Explorer Admiral Shares Fund |
| Vanguard Target Retirement 2020 Fund |
| Vanguard Target Retirement 2025 Fund |
| Vanguard Target Retirement 2030 Fund |
| Vanguard Target Retirement 2035 Fund |
| Vanguard Target Retirement 2045 Fund |
| Vanguard Target Retirement 2050 Fund |
| Vanguard Target Retirement 2055 Fund |
| Vanguard Target Retirement 2060 Fund |
| Vanguard Target Retirement 2065 Fund |
| Vanguard Target Retirement Income Fund |
| PIMCO Short Asset Investment Institutional Fund |
| PIMCO International Bond Institutional Fund |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| DFA EMG MKT CORE EQ 2 I |
| VAN TARGET RETIRE 2045 |
| VANGUARD MID CAP VALUE IND ADM |
| VAN TARG RETIRE 2060 |
| VANGUARD MID CAP INDEX – ADM |
| PIMCO INTL BOND USD HDGD I |
| VANGUARD VALUE INDEX FUND ADMR |
| DFA INTL CORE EQUITY 2 INST |
| VANGUARD FEDERAL MM INV |
| PIMCO SHORT ASSET INVEST INST |
| VAN TARGET RETIRE 2040 |
| CARILLON EAGLE MID CAP GRTH R6 |
| VAN TARGET RETIRE 2020 |
| VAN TARGET RETIRE 2055 |
| DFA INTERNATIONAL SM CO INST |
| BLACKROCK HIGH YIELD K |
| VANGUARD SHORT TERM INV GR ADM |
| VAN TARGET RETIRE 2025 |
| VANGUARD EXPLORER ADMIN |
| DFA INFLATION PROT SEC INST |
| VAN TARGET RETIRE 2035 |
| VANGUARD GROWTH INDEX FUND ADM |
| VAN TARGET RETIRE 2050 |
| VAN TARG RETIRE 2065 |
| VANGUARD BAL IDX – ADM |
| VANGUARD SM CAP VAL INDEX ADM |
| VAN TARGET RETIRE 2030 |
| DFA INT GOVT FIXED INC INST |
| VAN TARGET RETIRE INC |
| VANGUARD SMALL CAP INDEX ADMRL |
| VANGUARD 500 INDEX FUND – 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 SERV-U-SUCCESS 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
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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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