Bolling Forest - Web Book - 2025 - Flipbook - Page 22
BOLLING FOREST PRODUCTS 401(K) PLAN
Investment Election/Change Form
Bolling Forest Products, Inc.
1705 E. E. Williamson Rd.
Longwood, FL 32779
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
SECTION 1: Investment Option Election – this investment election will be applied to all contribution types.
You may select from the following list of Model Investment Portfolios, Target Date Funds or Mutual Funds.
□
□
Future Contributions
Existing account balance
□
Both Future and Current
Percentage to be
Allocated
_____.0%
Additional Investment Options:
American Century Sm Cap Gr R6 - ANODX
Percentage to
be Allocated
_____.0%
Moderately Conservative
_____.0%
Cohen & Steers Instl Realty Shares - CSRIX
_____.0%
Moderate
_____.0%
Dodge & Cox Income - DODIX
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Fidelity Advisor Small Cap Value Z - FIKNX
Fidelity Advisor Intl Small Cap Z - FIQIX
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
_____.0%
_____.0%
Fidelity 500 Idx Institutional Prem - FXAIX
Fidelity Advisor® Equity Growth Z - FZAFX
JPMorgan Mid Cap Growth R6 - JMGMX
Invesco Intl Small-Mid Com R6 - OSCIX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2025 - VTTVX
_____.0%
PIMCO Income Instl - PIMIX
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
Wells Fargo Stable Value Fund - QWNYQ
_____.0%
Vanguard Target Retirement 2035 - VTTHX
_____.0%
American Fds Captl Wrld Bd R6 - RCWGX
_____.0%
Vanguard Target Retirement 2040 - VFORX
_____.0%
_____.0%
American Fds Europacific Gr R6 - RERGX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
American Fds New Perspective R6 - RNPGX
Vanguard Equity-Income Adm - VEIRX
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Federal MM Investor - VMFXX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Materials Idx Admiral - VMIAX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Allspring Spec Mid Cap Val R6 - WFPRX
_____.0%
Model Investment Portfolios
Conservative
_____.0%
TOTAL MUST EQUAL 100%
Automated Investment Strategies – (To be used only if more than one investment option is chosen.) Please choose
one of the following options (if no selection is made and more than one investment option is chosen above, the
account will be rebalanced annually). Please note that rebalancing will occur only if the initial allocation changes
by two percentage points or more.
❑ Do Not Rebalance
❑ Monthly
❑ Quarterly
❑ Semi-Annually
❑ Annually
SECTION 2: Signature – Review to make sure that you have completed each section fully. Please return this form
to your employer.
Employee Name (printed):______________________________________ SSN: ___________________________
Employee Signature: __________________________________________ Date: ___________________________
Employer Signature: __________________________________________ Date: ___________________________
Special 404 (c) Regulations Section and Notice of Limited Liability. This plan intends to comply with ERISA 404 (c) and Title 29 of CFR 2550.404 c-1. Plan Fiduciaries may be relieved of liability for any
losses that may result from participant’s investment instruction.
