Investment options of SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN
Total Available Funds: 37
| Investment Description |
|---|
| American Century Sustainable Equity Inv Mutual Funds |
| American Funds American Balanced R6 Mutual Funds |
| American Funds Europacific Gr R6 Mutual Funds |
| American Funds New World R6 Mutual Funds |
| DFA International Value I Mutual Funds |
| PGIM Short-Term Corporate Bd R6 Mutual Funds |
| PGIM Total Return Bond R6 Mutual Funds |
| Pimco Income Instl Mutual Funds |
| Vanguard 500 Index Admiral Mutual Funds |
| Vanguard Growth Index Admiral Mutual Funds |
| Vanguard Health Care ADM Mutual Funds |
| Vanguard Information Tech IDX ADM Mutual Funds |
| Vanguard Lifestrategy Conservative Gr Inv Mutual Funds |
| Vanguard Lifestrategy Growth Inv Mutual Funds |
| Vanguard Lifestrategy Income Inv Mutual Funds |
| Vanguard Lifestrategy Moderate Growth Mutual Funds |
| Vanguard Materials Index Admiral Mutual Funds |
| Vanguard Mid Cap Index Admiral Mutual Funds |
| Vanguard Mid Cap Growth Index Admiral Mutual Funds |
| Vanguard Mid Cap Value Index Admiral Mutual Funds |
| Vanguard Real Estate Index Admiral Mutual Funds |
| Vanguard Small Cap Growth Index Admiral Mutual Funds |
| Vanguard Small Cap Index ADM Mutual Funds |
| Vanguard Small Cap Value Index Admiral Mutual Funds |
| Vanguard Target Retirement 2020 Inv Mutual Funds |
| Vanguard Target Retirement 2025 Inv Mutual Funds |
| Vanguard Target Retirement 2030 Inv Mutual Funds |
| Vanguard Target Retirement 2035 Inv Mutual Funds |
| Vanguard Target Retirement 2040 Inv Mutual Funds |
| Vanguard Target Retirement 2045 Inv Mutual Funds |
| Vanguard Target Retirement 2050 Inv Mutual Funds |
| Vanguard Target Retirement 2055 Inv Mutual Funds |
| Vanguard Target Retirement 2060 Inv Mutual Funds |
| Vanguard Target Retirement Income Inv Mutual Funds |
| Vanguard Total Intl Stock Index Admiral Mutual Funds |
| Vanguard Value Index Admiral Mutual Funds |
| Putnam Stable Value Fund Common/Collective Trusts |
Investment model portfolios
We provide two types of investment model portfolios for SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) 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 SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN