Web Book 4PAWS 2024 - Ready - Flipbook - Page 20
4 PAWS HOUSE CALLS, LLC 401(K) PLAN
Investment Election/Change Form
4 Paws House Calls, LLC
700 Clay Street
Winter Park, FL 32789
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%
DFA International Sm Company - DFISX
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Target Date Funds
Vanguard Target Retirement Inc Inv - VTINX
Vanguard Target Retirement 2020 - VTWNX
_____.0%
_____.0%
Dodge & Cox Global Bond - DODLX
Fidelity Advisor Intl Cap App Z - FIDZX
Fidelity Advisor Intl Sm Cap Opps Z - FIQJX
Fidelity 500 Idx Institutional Prem - FXAIX
JPMorgan Mid Cap Gr Fund - JMGMX
PGIM High Yield R6 - PHYQX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2025 - VTTVX
_____.0%
Invesco Stable Value Trust I - QJQKQ
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
Amer Funds The Bond Fund of Am - RBFGX
_____.0%
Vanguard Target Retirement 2035 - VTTHX
_____.0%
American Fds New Perspective R6 - RNPGX
_____.0%
Vanguard Target Retirement 2040 - VFORX
_____.0%
_____.0%
Schwab Fdmtl Intl Lg Co Idx - SFNNX
Thornburg Strategic Income R5 - TSRSX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Equity-Income Adm - VEIRX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Growth Idx Fund Adm - VIGAX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Federal Investor MMkt – VMFXX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Shrt-Term Treas Idx Adm -VSBSX
_____.0%
Vanguard Small Cap Val Idx Adm - VSIAX
_____.0%
Allspring Special 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.
