Hunton Bradley Enrollment - Web Book - Ready - Flipbook - Page 22
HUNTON BRADY ARCHITECTS, P.A. PROFIT SHARING PLAN
Investment Election/Change Form
Mr. Steve Belflower
Hunton Brady Architects, P.A.
800 N. Magnolia Avenue, #600
Orlando, FL 32803
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
Percentage to be
Allocated
_____.0%
Model Investment Portfolios
Conservative
Moderately Conservative
_____.0%
Moderate
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
□
Both Future and Current
Additional Investment Options:
Artisan Global Opportunities – ARTRX
Cohen & Steers Instl Realty Shares - CSRIX
Fidelity Advisor Intl Capital App Z - FIDZX
Fidelity Advisor Government Inc - FIKPX
Fidelity OTC - FOCPX
Invesco Oppnhmr Intl S-M Co R6 – OSCIX
PGIM High Yield R6 - PHYQX
Target Date Funds
T. Rowe Price Retirement 2015 – TRFGX
T. Rowe Price Retirement 2020 – TRBRX
_____.0%
_____.0%
T. Rowe Price Retirement 2025 – TRPHX
_____.0%
T. Rowe Price Retirement 2030 – TRPCX
_____.0%
T. Rowe Price Retirement 2035 – TRPJX
T. Rowe Price Retirement 2040 – TRPDX
_____.0%
_____.0%
T. Rowe Price Retirement 2045 – TRPKX
_____.0%
T. Rowe Price Retirement 2050 – TRPMX
_____.0%
T. Rowe Price Retirement 2055 –TRPNX
_____.0%
T. Rowe Price Retirement 2060 – TRPLX
_____.0%
PIMCO Income Instl – PIMIX
Invesco Stable Value Trust I - QJQKQ
American Funds New Pers R6 – RNPGX
T. Rowe Price Health Sciences I – THISX
Vanguard Equity-Income Adm – VEIRX
Vanguard Explorer Adm – VEXRX
Vanguard 500 Index Admiral – VFIAX
Vanguard Mid Cap Index Adm – VIMAX
Vanguard Federal MM Fund - VMFXX
Vanguard Short-Tm Treas Indx Fnd - VSBSX
Vanguard Small Cap Index Adm – VSMAX
Percentage to be
Allocated
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Devel Mkts Index Fund - VTMGX
_____.0%
Vanguard Value Index Fund - VVIAX
_____.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.
