What is UBG 401(K) - AGTEGRA's employer match?

In 2024, UBG 401(K) - AGTEGRA reported $1,983,407 in employer contributions. That is about 54.9% of reported employee contributions.

How many participants are in UBG 401(K) - AGTEGRA?

At the end of 2024, UBG 401(K) - AGTEGRA reported 1,165 plan participants.

What are UBG 401(K) - AGTEGRA's total assets?

At the end of 2024, UBG 401(K) - AGTEGRA reported total plan assets of $69,052,253.

When was UBG 401(K) - AGTEGRA established?

UBG 401(K) - AGTEGRA was established in 1996.

What are the investment options in UBG 401(K) - AGTEGRA?

MyPlanIQ tracks the investment lineup for UBG 401(K) - AGTEGRA on its investment options page: https://www.myplaniq.com/invest/planinvestments/ubg-401k-agtegra/

UBG 401(K) – AGTEGRA Investment Options

Available Funds in UBG 401(K) – AGTEGRA

Below is the lineup of investment options available to participants in UBG 401(K) – AGTEGRA. 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: 77

Investment Description
American Century Investments Emerging Markets R6
American Century Investments Mid Cap Value R6
BlackRock Core Bond K
BlackRock Technologies Opportunities K
Fidelity 500 Index
Fidelity Inflation Protected Bond Index
Fidelity Large Cap Growth Index
Fidelity Large Cap Value Index
Fidelity Mid Cap Growth Index
Fidelity Mid Cap Index
Fidelity Mid Cap Value Index
Fidelity Small Cap Growth Index
Fidelity Small Cap Index
Fidelity Small Cap Value Index
MFS Intl Diversification R6
PIMCO Commodities Plus Strategy Inst
PIMCO Income Inst
T. Rowe Price Health Sciences
T. Rowe Price New Horizons I
GWI Fixed Account Series Class I
BlackRock LifePath Index Retirement S
BlackRock LifePath Index 2030 Fund S
BlackRock LifePath Index 2035 Fund S
BlackRock LifePath Index 2040 Fund S
BlackRock LifePath Index 2045 Fund S
BlackRock LifePath Index 2050 Fund S
BlackRock LifePath Index 2055 Fund S
BlackRock LifePath Index 2060 Fund S
BlackRock LifePath Index 2065 Fund Fee S
BlackRock MSCI ACWI Ex-US Index R
Intellicents Aggressive CIF
Intellicents Conservative CIF
Intellicents Moderate CIF
Intellicents Moderately Aggressive CIF
Intellicents Moderately Conservative CIF
BlackRock Mid Cap Growth Fund Fee Class R1
BlackRock Small Cap Value Fund II Fee Class R1
1WRTLPS 3,688,586.10
1W30LPS 2,567,900.75
1W35LPS 3,680,017.11
1W40LPS 3,586,608.92
1W45LPS 3,194,325.32
1W50LPS 2,578,562.98
1W55LPS 1,495,095.73
1W60LPS 1,961,699.47
1WBRPSX 293,063.28
1IACIF1 1,369,998.91
1ICCIF1 1,155,462.30
1IMCCIF 1,688,699.50
1IMCIF1 1,490,622.79
1IMACIF 3,779,906.44
1AEDMX 334,968.39
1WTXUSR 1,792,132.28
1MDIZX 1,570,399.76
1BTEKX 662,109.55
1FSRNX 292,575.37
1PCLIX1 404,273.61
1PRHSX 11,785.52
1FSSNX 1,159,084.49
1FECGX 797,338.56
1FISVX 337,858.30
1PRJIX 1,567,388.86
1SCVFF1 379,486.63
1AMDVX 267,494.03
1FIMVX 215,888.43
1FSMDX 821,808.09
1FMDGX 596,125.05
1MCFCR1 1,272,684.98
1FSPGX 4,168,836.49
1FLCOX 2,896,214.02
1FXAIX 3,462,241.30
1CCBBX 523,716.64
1WTTRB6 2,061,739.13
1FIPDX 724,166.56
1PIMIX 894,210.09
1GWAQ35 1.450 1,074,968.36
FORFEITURES 5,747.52

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 UBG 401(K) – AGTEGRA. 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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