| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| State Street Target Retirement 2035 Fund Class K | SSCKX | C | U.S. All Cap | 11 | 0% |
| State Street Target Retirement 2040 Fund Class K | SSCQX | C | U.S. All Cap | 11 | 0% |
| State Street Target Retirement 2045 Fund Class K | SSDEX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2060 Fund Class K | SSDYX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2055 Fund Class K | SSDQX | C | U.S. All Cap | 12 | 0% |
| State Street Target Retirement 2050 Fund Class K | SSDLX | C | U.S. All Cap | 12 | 0% |
| State Street S&P 500 Index - Class K | | C | U.S. Large Cap | 15 | 0.05% |
| State Street Target Retirement Fund Class K | SSFOX | C | U.S. All Cap | 5 | 0% |
| State Street Target Retirement 2020 Fund Class K | SSBOX | B | U.S. All Cap | 7 | 0% |
| State Street Target Retirement 2025 Fund Class K | SSBSX | C | U.S. All Cap | 8 | 0% |
| State Street Target Retirement 2030 Fund Class K | SSBYX | C | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| U.S. Large Cap Growth Equity Fund (T. Rowe Price) | | A-- | U.S. Large Cap - Growth | 20 | 0.56% |
| Russell Small/Mid Cap Index - Class K | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| AB Discovery Growth Z | CHCZX | F- | U.S. Mid Cap - Growth | 24 | 0% |
| U.S. Equities - Value | | | | | |
| U.S. Large Cap Value Equity Fund (Northern Trust) | | C++ | U.S. Large Cap - Value | 16 | 0.08% |
| Goldman Sachs Small/Mid Cap Value R6 | GMCUX | D++ | U.S. Mid Cap - Value | 21 | 0% |
| Specialty | | | | | |
| EB U.S. Real Estate Securities Fund | | C++ | U.S. Real Estate | 18 | 1.26% |
| Global & Intl. Equity | | | | | |
| Artisan International Growth Trust | | C- | International Large Cap - Growth | 14 | 0.97% |
| International Stock Index - Class C (State Street) | | D++ | International Small Cap | 14 | 0.14% |
| William Blair Emerging Markets Leaders Fund Class I | WBELX | D | Emerging Markets | 17 | 1.4% |
| Bonds | | | | | |
| Federal Money Market Fund Investor Shares | | C | U.S. Cash / Money Market | 0 | 0% |
| MacKay High Yield Corporate Bond Fund Class R6 | | B++ | Bond - U.S. High Yield | 3 | 0.59% |
| Prudential Core Plus Bond Fund | | B- | Bond - Multi Sector | 3 | 0.71% |
| Inflation Protected Bond Index - Class C (State Street) | | C+ | U.S. Treasury - TIPS | 4 | 0.1% |
| Other | | | | | |
| State Street Target Retirement 2015 Fund Class K | SSBHX | | Other | 0 | 0% |