Investment options of WISE PLASTICS TECHNOLOGIES, INC. 401(K) PLAN
Total Available Funds: 54
| Investment Description |
|---|
| Alger Alger Mid Cap Growth Z |
| Allspring Allspring Special Small Cap Value R6 |
| American Century Emerging Markets R6 |
| 01/21/2022 01/29/2022 |
| 08/18/2023 08/30/2023 |
| 02/02/2024 02/19/2024 |
| 08/30/2024 09/16/2024 |
| iShares iShares Russell 2000 Small-Cap Index K |
| iShares iShares Russell Mid-Cap Index K |
| iShares iShares S&P 500 Index K |
| JPMorgan Core Plus Bond R6 |
| JPMorgan Equity Income R6 |
| JPMorgan Large Cap Growth R6 |
| JPMorgan Smart Retirement 2030 R6 |
| JPMorgan Smart Retirement 2035 R6 |
| JPMorgan Smart Retirement 2040 R6 |
| JPMorgan Smart Retirement 2045 R6 |
| JPMorgan Smart Retirement 2050 R6 |
| JPMorgan Smart Retirement 2055 R6 |
| JPMorgan Smart Retirement 2060 R6 |
| JPMorgan Smart Retirement Income R6 |
| MFS Research R6 |
| MFS International Growth R6 |
| MFS Mid Cap Value R6 |
| PIMCO GNMA & Government Securities Inst |
| EI Investment Management EI Fixed Account – Series Class I |
| 1JSMYX 1,285,838.50 |
| 1SRJYX 378,735.71 |
| 1SMTYX 832,206.47 |
| 1JSAYX 302,517.45 |
| 1JTSYX 419,129.68 |
| 1JFFYX 158,250.22 |
| 1JAKYX 39,526.30 |
| 1JSIYX 133.00 |
| 1AEDMX 22,026.97 |
| 1FSGGX 1,045,967.07 |
| 1MGRDX 125,140.19 |
| 1PJEQX 37,386.97 |
| 1BDBKX 208,494.90 |
| 1FSMLX 44,910.85 |
| 1OSSIX 1,306.62 |
| 1ESPRX 86,941.92 |
| 1AMCZX 44,933.49 |
| 1BRMKX 370,935.47 |
| 1MVCKX 66,581.26 |
| 1OPMSX 5,018.51 |
| 1WFSPX 1,130,610.59 |
| 1OIEJX 243,720.73 |
| 1JLGMX 125,281.84 |
| 1MFRKX 128,922.48 |
| 1JCPUX 2,195,422.03 |
| 1PDMIX 106,600.13 |
| 1GWAQ35 1.450 678,039.61 |
| FORFEITURES 16,199.30 |
Investment model portfolios
We provide two types of investment model portfolios for WISE PLASTICS TECHNOLOGIES, INC. 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 WISE PLASTICS TECHNOLOGIES, INC. 401(K) PLAN