Investment options of ART SUPPLY ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN
Total Available Funds: 26
| Investment Description |
|---|
| BLACKROCK ADVISORS ISHARES RUSSELL MID-CAP INDEX FUND CLASS K |
| BLACKROCK ADVISORS ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND CLASS K |
| BLACKROCK ADVISORS ISHARES US AGGREGATE BOND INDEX FUND CLASS K |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL RETIREMENT INCOME INSTL |
| DIMENSIONAL FUND ADVISORS DFA INFLATION-PROTECTED SECURITIES |
| DIMENSIONAL FUND ADVISORS DFA SELECTIVELY HEDGED GLBL EQ I |
| DIMENSIONAL FUND ADVISORS DFA SELECTIVELY HEDGED GLOBAL F/I |
| DIMENSIONAL FUND ADVISORS DFA US LARGE CAP GROWTH PORTFOLIO |
| DIMENSIONAL FUND ADVISORS DFA US LARGE CAP VALUE |
| DIMENSIONAL FUND ADVISORS DFA US SMALL CAP GROWTH PORTFOLIO |
| DIMENSIONAL FUND ADVISORS DFA US SMALL CAP VALUE |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2010 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2015 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2020 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2025 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2030 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2035 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2040 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2045 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2050 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2055 TARGET DATE RET INCOME |
| DIMENSIONAL FUND ADVISORS DIMENSIONAL 2060 TARGET DATE RET INCOME |
| TIAA- CREF MUTUAL FUNDS TIAA-CREF INSTITUTIONAL INTERNATIONAL EQUITY FUND |
| VANGUARD VANGUARD 500 INDEX FUND ADMIRAL SHARES |
| VANGUARD VANGUARD FEDERAL MONEY MARKET FUND |
| WELLS FARGO BANK, N. A. WELLS FARGO STABLE RETURN FUND |
Investment model portfolios
We provide two types of investment model portfolios for ART SUPPLY ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for ART SUPPLY ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN