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NFRONT CONSULTING LLC 401(K) PROFIT SHARING PLAN
Investment Election/Change Form
nFront Consulting LLC
Attn: Christine Bolton
4767 New Broad Street
Orlando, FL 32814
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
Moderate
Moderately Aggressive
Aggressive
_____.0%
_____.0%
_____.0%
_____.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
Vanguard Target Retirement 2035 - VTTHX
Vanguard Target Retirement 2040 - VFORX
Vanguard Target Retirement 2045 - VTIVX
Vanguard Target Retirement 2050 - VFIFX
Vanguard Target Retirement 2055 - VFFVX
Vanguard Target Retirement 2060 - VTTSX
Vanguard Target Retirement 2065 - VLXVX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
□
Both Future and Current
Additional Investment Options:
Cohen & Steers Instl. Realty Shares - CSRIX
Percentage to be
Allocated
_____.0%
Dodge & Cox Global Bond I - DODLX
Fidelity Advisor Intl Capital App Z - FIDZX
Fidelity Advisor® Intl Small Cap Z - FIQIX
Fidelity 500 Idx Institutional Prem - FXAIX
JPMorgan Mid Cap Growth R6 - JMGMX
Invesco Oppenheimer Discovery R6 - ODIIX
Invesco Oppenheimer Intl Sm Co I - OSCIX
PGIM High Yield R6 - PHYQX
PIMCO Income Instl - PIMIX
Invesco Stable Value Trust I - QJQKQ
American Funds Bond R6 - RBFGX
American Fds New Perspective R6 - RNPGX
Schwab Fdmtl Intl Lg Co Idx - SFNNX
T. Rowe Price Emrg Mkts Corp Bd - TECIX
Vanguard Equity-Income Adm - VEIRX
Vanguard Growth Index Adm - VIGAX
Vanguard Materials Idx Admiral - VMIAX
Vanguard Fed Money Market Inv. - VMFXX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Small Cap Val Idx Adm - VSIAX
_____.0%
Vanguard Short-T. Treasury Idx. - VSBSX
Vanguard Dvlpd Markets Idx Adm-VTMGX
Allspring Special Mid Cap Val R6 WFPRX
_____.0%
_____.0%
_____.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.
