Page 6 - Sonepar USA 401(k) Plan education guide
P. 6
Plan highlights
Investment selections
The following investments are offered within the Plan.
Prudential Guaranteed Income Fund2 (N/A)
Vanguard Total Intl Stock Index I (VTSNX)
Metropolitan West Total Return Bond I (MWTIX)
Vanguard Target Retirement Income Trust II3 (N/A)
Vanguard Total Bond Market Index I (VBTIX)
Vanguard Target Retirement 2015 Trust II3 (N/A)
Fidelity® Balanced (FBALX)
Vanguard Target Retirement 2020 Trust II3 (N/A)
Columbia Dividend Income Inst3 (CDDYX)
Vanguard Target Retirement 2025 Trust II3 (N/A)
Vanguard Institutional Index I (VINIX)
Vanguard Target Retirement 2030 Trust II3 (N/A)
T. Rowe Price Blue Chip Growth (TRBCX)
Vanguard Target Retirement 2035 Trust II3 (N/A)
JPMorgan Mid Cap Value Instl (FLMVX)
Vanguard Target Retirement 2040 Trust II3 (N/A)
Vanguard Mid Cap Index I (VMCIX)
Vanguard Target Retirement 2045 Trust II3 (N/A)
Goldman Sachs Small/Mid Cap Growth Instl (GSMYX)
Vanguard Target Retirement 2050 Trust II3 (N/A)
American Beacon Small Cp Val Inst (AVFIX)
Vanguard Target Retirement 2055 Trust II3 (N/A)
Vanguard Small Cap Index I (VSCIX)
Vanguard Target Retirement 2060 Trust II3 (N/A)
Prudential Jennison Small Company Q (PJSQX)
Vanguard Target Retirement 2065 Trust II3 (N/A)
American Funds EuroPacific Growth R6 (RERGX)
Schwab Personal Choice Retirement Account®4 (PCRA; brokerage account)
Each investment offered in the Plan has its own operating expense ratios. You can learn about each fund’s objective, performance, and expense information by viewing the fund fact sheets at workplace.schwab.com.
Investment elections
Statements
You can make or change your investment elections at any time, subject to prospectus requirements. To do so, log in to workplace.schwab.com or call Participant Services at 800-724-7526 or 877-905-2553 (español).
» Printedquarterlyandmailedtoyouraddressofrecord » Availableonline
Be sure to carefully review your quarterly statements for information about your Plan account, including your share of any Plan administrative fees. Additional information about Plan fees will be provided to you annually by Schwab Retirement Plan Services, Inc.
If you have any questions about your quarterly statement, call Participant Services at 800-724-7526 or 877-905-2553 (español) between 7 a.m. and 11 p.m. ET, Monday through Friday.
4
