What is TACK 401K PLAN's employer match?

In 2024, TACK 401K PLAN reported $88,279 in employer contributions. That is about 79.3% of reported employee contributions.

How many participants are in TACK 401K PLAN?

At the end of 2024, TACK 401K PLAN reported 148 plan participants.

What are TACK 401K PLAN's total assets?

At the end of 2024, TACK 401K PLAN reported total plan assets of $765,317.

When was TACK 401K PLAN established?

TACK 401K PLAN was established in 2012.

What are the investment options in TACK 401K PLAN?

MyPlanIQ tracks the investment lineup for TACK 401K PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/tack-401k-plan/

TACK 401K PLAN Investment Options

Available Funds in TACK 401K PLAN

Below is the lineup of investment options available to participants in TACK 401K 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: 52

Investment Description
AMF Growth Fund Of America R6 N/A
Fidelity Freedom Index 2015 Premier Fund N/A
Fidelity Freedom Index 2040 Premier Fund N/A
Fidelity Freedom Index 2045 Premier Fund N/A
Fidelity Freedom Index 2050 Premier Fund N/A
Fidelity Freedom Index 2030 Premier Fund N/A
Fidelity Freedom Index 2060 Premier Fund N/A
Fidelity Freedom Index 2020 Premier Fund N/A
Fidelity Freedom Index Income Premier Fund N/A
Fidelity Freedom Index 2025 Premier Fund N/A
Fidelity Freedom Index 2065 Premier Fund N/A
Fidelity Freedom Index 2055 Premier Fund N/A
Fidelity Freedom Index 2035 Premier Fund N/A
Janus Henderson Henderson Triton Fund N Jund N/A
JP Morgan Equity Income Fund R6 N/A
Nuveen Smallcap Blend Index R6 Fund N/A
State Street Equity 500 Index K Fund N/A
T.Rowe Price Price Dividend Growth I Fund N/A
T.Rowe Price Overseas Stock Tund N/A
Vanguard Small Cap Index Admiral Fund N/A
Vanguard Mid Cap Index – Admiral Fund N/A
Vanguard Small Cap Value Index Admiral Fund N/A
5.25% – 10.50%
American Funds High-Income Trust Fund N/A
DFA US Large Cap Growh Institutional Fund N/A
Synergy Asset Management Sailboat Aggressive Fund N/A
Synergy Asset Management Sailboat Conservative Fund N/A
State Street Global Advisors State Street Hedged International Fund N/A
T. Rowe Price Global Multi-Sector Bond Fund I Fund N/A
Vanguard Explorer Fund Admiral Shares Fund N/A
Vanguard Malvern Funds Admiral Fund N/A
Vanguard Mid-Cap Growth Index Fund N/A
Vanguard Target Retirement 2025 Fund N/A
Vanguard Target Retirement 2030 Fund N/A
Vanguard Target Retirement 2035 Fund N/A
Vanguard Target Retirement 2040 Fund N/A
Vanguard Target Retirement 2045 Fund N/A
Vanguard Target Retirement 2050 Fund N/A
Vanguard Target Retirement 2055 Fund N/A
Vanguard Target Retirement 2060 Fund N/A
Vanguard Target Retirement 2065 Fund N/A
Vanguard Target Retirement Income Fund N/A
State Street Global Advisors Energy Select Sector SPDR ETF N/A
Invesco S&P 500 Top 50 ETF N/A
Invesco S&P Mid Cap 400 Revenue ETF N/A
Invesco S&P MidCap Pure ETF N/A
Invesco S&P MidCap Quality ETF N/A
iShares (Blackrock) Emerging Markets Equity Factor ETF N/A
Schwab Short-Term US Treasury ETF N/A
State Street Global Advisors Technology Select Sector SPDR ETF N/A
Vanguard International Dividend Appreciation ETF N/A
Note Receivable from Participants 4.25% – 9.50%

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 TACK 401K 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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