401k Service > Your Company
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.
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.
By phone at (720) 887-1299.
Listed at right are the current plan options that have been reported to us.
If we need to update our records, please
| DODGE AND COX STOCK | BARON SMALL CAP | |
| FID CONTRAFUND | FID FREE DOM (VARIETY) | |
| FID EQUITY INCOME | FID MGD INC PORT | |
| FID GROWTH COMPANY | FID INFLAT PROT BOND | |
| SPARTAN US EQ INDEX | FIDELITY US BD INDEX | |
| ALNZ CCM MID CP ADM | PIMCO HIGH YIELD AM | |
| FIDELITY LOW PR STK | FID US TREASURY MM | |
| ABF SM CAP VAL INST | FID DIVERSIFIED INTL |
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 |
| SPARTAN US EQ INDEX | LARGE CAP | 0% | 6% | 12% | 15% | 18% | 24% | 30% |
| FIDELITY CONTRAFUND | LARGE CAP VALUE | 0% | 4% | 8% | 10% | 12% | 16% | 20% |
| BARON SMALL CAP | SMALL CAP | 0% | 2% | 4% | 5% | 6% | 8% | 10% |
| ABF SMALL CAP VALUE | SMALL CAP VALUE | 0% | 2% | 4% | 5% | 6% | 8% | 10% |
| FID DIV INTL | INTERNATIONAL | 0% | 6% | 12% | 15% | 18% | 24% | 30% |
| FID MGD INC PORT | SHORT TERM FIXED | 50% | 40% | 30% | 25% | 20% | 10% | 0% |
| FID US BOND INDEX | INTERMEDIATE FIXED | 50% | 40% | 30% | 25% | 20% | 10% | 0% |
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.
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