Gold

Medal

Waters

401k Service > Your Company

Oracle 401k

Latest Review: 2/20/2010

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.
By phone at (720) 887-1299.

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

LZRD EMRG MKTS EQ IS DODGE & COX STOCK TCM SM MID CAP GROWTH
PERKINS MID CAP VAL I FIDELITY GROWTH CO K PIMCO TOTAL RETURN INST
FIDELITY MIP II CL 3 FIDELITY CONTRAFUND K FID DISCIPLND EQ K FIDELITY BALANCED
VANGUARD INST INDEX FIDELITY WORLDWIDE GALLIARD STABLE VALUE
SPARTAN INTL INDEX ORACLE COMMON STK FD VANGUARD TARGET (varying)
VANGUARD EXT MKT IDX INS DODGE & COX INTL STOCK
VANGUARD TOT BOND MKT INST ARTISAN INTL- INVESTOR
FIDELITY LOW PRICED STK K ARTISAN SM CAP VALUE VARIOUS FREEDOM FUNDS

What are the different portfolio models in the chart?

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.

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Longmont, CO

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