| 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% |
| SSGA S&P 500 Index Non-Lending - K | | C | U.S. Large Cap | 15 | 0.05% |
| JPMorgan Mid Cap Equity R6 | | D+ | U.S. Mid Cap | 17 | 0.89% |
| T. Rowe Price Small Fund Cl I | | B+ | U.S. Small Cap | 17 | 0% |
| SSGA Target Retirement Income Non-Lending | | 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% |
| T. Rowe Price Balanced I | | C | U.S. All Cap | 10 | 0.6% |
| U.S. Equities - Growth | | | | | |
| SSGA Russell Small Mid Cap Index Securities | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
| Harbor Capital Appreciation Fund Investor Class | HCAIX | F-- | U.S. All Cap - Growth | 25 | 1.02% |
| U.S. Equities - Value | | | | | |
| Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 19 | 0.52% |
| Global & Intl. Equity | | | | | |
| SSGA Global All Cap Equity Ex-US Index | | D++ | International Small Cap | 14 | 0.14% |
| American Funds EuroPacific Growth Fund Class R-5 | RERFX | A- | International Large Cap - Growth | 16 | 0.54% |
| Bonds | | | | | |
| Putnam Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
| Baird Core Plus Bond Fund Class Institutional | BCOIX | B-- | U.S. Treasury - Intermediate / Long | 3 | 0.3% |
| SSGA US Bond Index Seucrities, Lending | | C- | Bond - Multi Sector | 3 | 0.08% |
| BlackRock Inflation Protected Bond Fund Institutional Shares | BPRIX | C+ | U.S. Treasury - TIPS | 4 | 0.44% |