| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | VITFX | C | U.S. All Cap | 11 | 0% |
| Vanguard Institutional Target Retirement 2040 Fund Institutional Shares | VIRSX | C | U.S. All Cap | 12 | 0% |
| Vanguard Institutional Target Retirement 2045 Fund Institutional Shares | VITLX | C | U.S. All Cap | 13 | 0% |
| Vanguard Institutional Target Retirement 2060 Fund Institutional Shares | VILVX | C | U.S. All Cap | 13 | 0% |
| Vanguard Institutional Target Retirement 2055 Fund Institutional Shares | VIVLX | C | U.S. All Cap | 13 | 0% |
| Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | C | U.S. All Cap | 13 | 0% |
| Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund | VSXFX | C | U.S. All Cap | 13 | 0% |
| Legal & General S&P 500 Ret Acct | | C | U.S. Large Cap | 15 | 0.05% |
| SSgA Russell Small Cap Index Ret Acct | | C+ | U.S. Small Cap | 23 | 0.2% |
| Vanguard Institutional Target Retirement Income Fund Institutional Shares | VITRX | C | U.S. All Cap | 5 | 0% |
| Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | C | U.S. Large Cap | 5 | 0% |
| Vanguard Institutional Target Retirement 2020 Fund Institutional Shares | VITWX | C | U.S. All Cap | 7 | 0% |
| Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | C | U.S. All Cap | 8 | 0% |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Shares | VTTWX | C | U.S. All Cap | 10 | 0% |
| U.S. Equities - Growth | | | | | |
| American Funds New Prespective Ret Acct | | A-- | U.S. All Cap - Growth | 17 | 0.45% |
| Janus Triton Ret Acct | | B-- | U.S. Small Cap - Growth | 19 | 0.76% |
| U.S. Equities - Value | | | | | |
| SSgA S&P Mid Cap Index Ret Acct | | D++ | U.S. Mid Cap - Value | 19 | 0.15% |
| DFA U.S. Small Cap Value Portfolio Institutional Class | DFSVX | B++ | U.S. Small Cap - Value | 26 | 0.52% |
| Specialty | | | | | |
| Fidelity Real Estate Index | FSRNX | C++ | U.S. Real Estate | 20 | 0.07% |
| Global & Intl. Equity | | | | | |
| SSgA International Index Ret Acct | | B- | International Large Cap | 15 | 0.34% |
| American Funds EuroPacific Gr Ret Acct | | A- | International Large Cap - Growth | 16 | 0.49% |
| SSgA Emerging Markets Index Ret Acct | | D | Emerging Markets | 19 | 0.67% |
| Oakmark International Ret Acct | | A | International Large Cap - Value | 21 | 0.98% |
| Bonds | | | | | |
| Stable Value Account | | C | U.S. Cash / Money Market | 0 | 0% |
| Baird Aggregate Bond Ret Acct | | B-- | U.S. Treasury - Intermediate / Long | 3 | 0.3% |
| SSgA U.S. Bond Index Ret Acct | | C- | Bond - Multi Sector | 3 | 0.07% |