Log In
/
Sign Up
401(k) Guidance
Management Services
Dimension Data North America 401K Plan
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
PLAN FUNDS
help
Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
[
Edit Plan Information
]
Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
BlackRock LifePath Index 2035 Fund Investor A Shares
LIJAX
C
U.S. All Cap
11
0.44%
BlackRock LifePath Index 2040 Fund Investor A Shares
LIKAX
C
U.S. All Cap
12
0.45%
BlackRock LifePath Index 2045 Fund Investor A Shares
LIHAX
C
U.S. All Cap
13
0.44%
BlackRock LifePath Index 2050 Fund Investor A Shares
LIPAX
C
U.S. All Cap
14
0.45%
BlackRock LifePath Index 2055 Fund Investor A Shares
LIVAX
C
U.S. All Cap
14
0.44%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
16
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
BlackRock LifePath Index Retirement Fund Investor A Shares
LIRAX
C
U.S. All Cap
6
0.43%
BlackRock LifePath Index 2025 Fund Investor A Shares
LILAX
C
U.S. All Cap
8
0.43%
BlackRock LifePath Index 2030 Fund Investor A Shares
LINAX
C
U.S. All Cap
9
0.45%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
John Hancock Funds Disciplined Value Fund Class I
JVLIX
C++
U.S. All Cap - Value
17
0.83%
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Global & Intl. Equity
First Eagle Global Fund Class I
SGIIX
C++
International Small Cap
12
0.88%
TIAA-CREF International Equity Index Fund Institutional Class
TCIEX
B-
International Large Cap
14
0.07%
DFA Emerging Markets Value Portfolio Class R2
DFEPX
A
Emerging Markets
15
0.82%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Templeton Global Bond Fund Advisor Class
TGBAX
C-
U.S. Treasury - Short / Intermediate
3
0.61%
Other
BlackRock LifePath Index 2020 Fund Investor A Shares
LIQAX
Other
0
0.44%
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page