| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | C | U.S. All Cap | 11 | 0.15% |
| BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | C | U.S. All Cap | 12 | 0.15% |
| BlackRock LifePath Index 2065 Fund Class K Shares | | C | U.S. All Cap | 13 | 0% |
| BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | C | U.S. All Cap | 13 | 0.15% |
| BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | C | U.S. All Cap | 14 | 0.15% |
| BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | C | U.S. All Cap | 14 | 0.15% |
| BlackRock LifePath Index 2060 Fund Class K | LIZKX | C | U.S. All Cap | 14 | 0% |
| Blackrock Russell 1000 Index | | C | U.S. Large Cap | 15 | 0% |
| Blackrock Russell 2000 Index | | F+ | U.S. Small Cap | 56 | 0% |
| BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | C | U.S. All Cap | 6 | 0.14% |
| BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | C | U.S. All Cap | 8 | 0.14% |
| BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | C | U.S. All Cap | 9 | 0.15% |
| U.S. Equities - Growth | | | | | |
| Fidelity Contrafund Commingled Pool Fund | | C-- | U.S. Large Cap - Growth | 19 | 0.56% |
| Emerald Growth Fund Institutional Class | FGROX | D-- | U.S. Small Cap - Growth | 23 | 0.99% |
| U.S. Equities - Value | | | | | |
| Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 19 | 0.52% |
| RS Small Cap Value Portfolio | | C++ | U.S. Small Cap - Value | 28 | 1.07% |
| Global & Intl. Equity | | | | | |
| Blackrock MSCI All Country World ex-US IMI Index | | B- | International Large Cap | 15 | 0% |
| American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
| Bonds | | | | | |
| Goldman Sachs Stable Value Portfolio | | C | U.S. Cash / Money Market | 0 | 0% |
| PIMCO Bond Portfolio | | B++ | Bond - U.S. High Yield | 2 | 0.9% |
| Blackrock U.S. Debt Index | | C- | Bond - Multi Sector | 3 | 0.07% |
| Blackrock U.S. Treasury Inflation Protected Securities Fund | | C+ | U.S. Treasury - TIPS | 4 | 0.2% |