Gold

Medal

Waters

AeroGrow 401k

Latest Review: 1/28/2009

Unbiased information may help you make the most of your retirement plan. Take a look at the portfolio models below, which were created based upon your plan's investment alternatives.

Please remember that these are possible options only and understand that we are not the the Administrator for your plan. Please contact your HR department or your Plan Administrator if you need help with or have any questions about your plan.

If you find these model allocations useful, feel free to share them with your colleagues, friends, and family.

Need help with your total plan?

Have a Gold Medal Waters Advisor work with you on your financial plan and entire investment portfolio - not just your retirement plan.

Request a free initial consultation to meet and assess your situation.
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Your Current Options

Listed at right are the current plan options that have been reported to us.

If we need to update our records, please

PRINCIPAL LARGE-CAP S&P 500	T.ROWE PRICE LARGE-CAP
ALLIANCE BERNSTEIN LRG-CAP	CCI-LARGE CAP GROWTH
PRINCIPAL SMALL-CAP S&P 600	GOLDMAN SACHS- MID-CAP VAL
PRINCIPAL SMALL-CAP VALUE	PRINCIPAL MID-CAP S&P 400
PRINCIPAL REAL ESTATE- US	MELLON-CAPITAL MID-CAP GROW
PRINCIPAL- DIVERSIFIED INTL	PRINCIPAL SMALL-CAP GROWTH
MORLEY STABLE VALUE SIG	PRINCIPAL LIFETIME (varying)
PRINCIPAL- BOND AND MORT.

send us your new options.

What are the different portfolio models in the chart?

Fund	Asset Class	0/100	20/80	40/60	50/50	60/40	80/20	100/0
PRINCIPAL S&P 500	LARGE CAP	0%	4%	8%	10%	12%	16%	20%
ALLIANCE LARGE VALUE	LARGE CAP VALUE	0%	4%	8%	10%	12%	16%	20%
PRINCIPAL SMALL S&P 600	SMALL CAP	0%	2%	4%	5%	6%	8%	10%
PRINCIPAL SMALL VALUE	SMALL CAP VALUE	0%	2%	4%	5%	6%	8%	10%
PRINCIPAL REAL ESTATE	REAL ESTATE STRATEGY	0%	2%	4%	5%	6%	8%	10%
PRINCIPAL DIV INTL	INTERNATIONAL VALUE	0%	6%	12%	15%	18%	24%	30%
MORLEY STABLE VALUE	SHORT-TERM FIXED	50%	40%	30%	25%	20%	10%	0%
PRINCIPAL BOND-MORT	INTERMEDIATE FIXED	50%	40%	30%	25%	20%	10%	0%

NOTES:	NO INTL SMALL OPTION
	NO EMERGING OPTION

0% Stock/100% Bond

Involves lowest level of risk. For short-term goals.
20% Stock/80% Bond
Involves lower level of risk. For shorter-term goals.
40% Stock/60% Bond
Involves a moderate level of risk. For short to intermediate goals.
50% Stock/50% Bond
Involves a moderate to moderately high level of risk. For intermediate-term goals.
60% Stock/40% Bond
Involves a moderately high level of risk. For intermediate to longer-term goals.
80% Stock/20% Bond
Involves a high level of risk. For long-term goals and aggressive investors.
100% Stock/0% Bond
Involves the highest level of risk. For long-term goals and very aggressive investors.