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401k, 403b plan

Schuster Co. Inc. 401(k) Profit Sharing Plan

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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]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Fidelity Freedom 2050 FundFFFHXBU.S. All Cap13fund risk0.77%
Fidelity Freedom 2040 FundFFFFXBU.S. All Cap13fund risk0.75%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC+U.S. Mid Cap16fund risk0.24%
Amana Mutual Funds Trust Growth Fund InvestorAMAGXD-U.S. Mega Cap18fund risk1.09%
Fidelity Freedom 2010 FundFFFCXBU.S. All Cap5fund risk0.59%
Fidelity Freedom 2020 FundFFFDXBU.S. All Cap8fund risk0.64%
Vanguard Balanced Index Fund Investor SharesVBINXDU.S. All Cap10fund risk0.24%
Fidelity Freedom 2030 FundFFFEXBU.S. All Cap10fund risk0.71%
U.S. Equities - Growth     
T. Rowe Price Growth Stock FundPRGFXB--U.S. Large Cap - Growth20fund risk0.69%
Columbia Acorn Fund Class ALACAXF-U.S. Mid Cap - Growth21fund risk1.07%
U.S. Equities - Value     
Goldman Sachs Large Cap Value Fund Class AGSLAXD++U.S. Large Cap - Value15fund risk1.2%
American Beacon Large Cap Value Fund Class AALVAXC++U.S. All Cap - Value18fund risk1.08%
Global & Intl. Equity     
Artisan International Fund Investor ClassARTIXC-International Large Cap - Growth14fund risk1.2%
Fidelity Advisor Diversified International Fund Class AFDVAXB-International Large Cap - Growth14fund risk1.28%
Columbia Acorn International Fund Class ALAIAXA-International Large Cap - Growth15fund risk1.23%
Templeton Foreign Fund Class ATEMFXD++International Small Cap15fund risk1.19%
Fidelity Freedom Income FundFFFAXBEmerging Markets4fund risk0.44%
Goldman Sachs Satellite Strategies Portfolio Class A SharesGXSAXB++International Small Cap9fund risk0.58%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC-Bond - Multi Sector3fund risk0.2%
Other     
Westport Fund Class InstitutionalWPFIX Other0fund risk1.05%
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Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
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  • Make modifications and contribute to the plan information