H & M Enrollment - Web Book - Ready - Flipbook - Page 22
H&M PRINTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Investment Election/Change Form
H&M Printing, Inc.
Attn: Jenn Sikora
104 Loren Court
Sanford, FL 32771
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 Small Cap Gr - ANODX
Percentage to be
Allocated
_____.0%
Moderately Conservative
_____.0%
Cohen & Steers Inst Realty Shares - CSRIX
_____.0%
Moderate
_____.0%
Dodge & Cox Global Bond Fund - DODLX
_____.0%
Moderately Aggressive
_____.0%
Fidelity Advisor Intl Cap App Z - FIDZX
_____.0%
Aggressive
_____.0%
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
Vanguard Target Retirement 2025 - VTTVX
Vanguard Target Retirement 2030 - VTHRX
_____.0%
_____.0%
_____.0%
_____.0%
Fidelity Advisor Intl Small Cap - FIXIX
Fidelity Advisor Intl Sm Cap Op – FOPIX
Fidelity 500 Index – FXAIX
JPMorgan Mid Cap Growth R6 - JMGMX
PGIM High Yield R6 – PHYQX
Invesco Stable Value Fund Cl I – QJQKQ
American Funds Bond Fund R6 - RBFGX
American Fds New Perspective R6 - RNPGX
Thornburg Strategic Inc R6 – TSRSX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Model Investment Portfolios
Conservative
_____.0%
_____.0%
Vanguard Equity-Income Adm – VEIRX
_____.0%
Vanguard Target Retirement 2040 - VFORX
Vanguard Growth Idx Adm – VIGAX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
Vanguard Fed Mmkt Investor – VMFXX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Mid-Cap Val Idx Adm – VMVAX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Shrt Trm Idx Adm – VSBSX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Small Cap Val Idx Adm – VSIAX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Intl Value Fund Inv – VTRIX
_____.0%
Vanguard Target Retirement 2035 - VTTHX
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.
