BLUE BOTTLE COFFEE, INC. 401(K) PLAN
Investment Model Portfolios

Investment options of BLUE BOTTLE COFFEE, INC. 401(K) PLAN

Total Available Funds: 23
Investment Description
VANGUARD TARGET RETIREMENT 2055
VANGUARD TARGET RETIREMENT 2050
VANGUARD TARGET RETIREMENT 2060
VANGUARD TARGET RETIREMENT 2045
VANGUARD TARGET RETIREMENT 2035
VANGUARD TARGET RETIREMENT 2065
FIDELITY TOTAL MARKET INDEX FUND
VANGUARD FTSE SOCIAL INDEX FUND ADMIRAL
VANGUARD TARGET RETIREMENT 2040
SCHWAB S&P 500 INDEX
VANGUARD TARGET RETIREMENT 2030
VANGUARD TOTAL INTL STOCK INDEX ADM
FIDELITY SMALL CAP INDEX INSTL PREM
FIDELITY MID CAP INDEX INSTL PREM
VANGUARD INFLATION-PROTECTED SECS ADM
VANGUARD TOTAL BOND MARKET INDEX ADM
VANGUARD TREASURY MONEY MARKET FUND
VANGUARD SHORT-TERM BOND INDEX ADM
VANGUARD TARGET RETIREMENT INCOME INV
VANGUARD TARGET RETIREMENT 2020
FIDELITY INTL SUSTAINABILITY IDX
CALVERT US MID CAP CORE RSPNB IDX I
FIDELITY SUSTAINABILITY BOND INDEX

Investment model portfolios

We provide two types of investment model portfolios for BLUE BOTTLE COFFEE, INC. 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.