Byrd Cookies Enrollment - Web Book - Ready - Flipbook - Page 20
BYRD COOKIE COMPANY of SAVANNAH 401(K) PLAN
Investment Election/Change Form
Byrd Cookie Company of Savannah, Inc.
6700 Waters Avenue
Savannah, GA 31406
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
□
Both Future and Current
Percentage to be
Additional Investment Options:
AB Large Cap Growth I - ALLIX
_____.0%
Allocated
Moderately Conservative
_____.0%
Cohen & Steers Instl Realty Shares - CSRIX
_____.0%
Moderate
_____.0%
Dodge & Cox Global Bnd Fnd Cl I - DODLX
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Fidelity Advisor Intl Capital App Z - FIDZX
_____.0%
Fid Advisor Intl Small Cap I - FIXIX
_____.0%
Fidelity Advisor Intl Sm Cap Opps - FOPIX
_____.0%
Fidelity 500 Index - FXAIX
_____.0%
JPMorgan Mid Cap Growth Fund- JMGMX
_____.0%
Target Date Funds
Vanguard Target Retirement Inc Inv – VTINX
_____.0%
Invesco Oppenheimer Discovery R6 - ODIIX
_____.0%
Vanguard Target Retirement 2020 - VTWNX
_____.0%
PGIM High Yield R6 - PHYQX
_____.0%
Vanguard Target Retirement 2025 - VTTVX
_____.0%
PIMCO Income Instl - PIMIX
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
Invesco Stable Value Trust I - QJQKQ
_____.0%
Vanguard Target Retirement 2035 - VTTHX
Amer Funds Bnd Fund of Amer R6 - RBFGX
_____.0%
Vanguard Target Retirement 2040 - VFORX
_____.0%
_____.0%
_____.0%
_____.0%
American Fds New Perspective R6 - RNPGX
Vanguard Target Retirement 2045 - VTIVX
Vanguard Equity-Income Adm - VEIRX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Federal MM Fund - VMFXX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Mid-Cap Val Idx Adm - VMVAX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Short-Tm Treas Indx Fnd - VSBSX
_____.0%
Vanguard Target Retirement 2065 - VLXVX
_____.0%
Vanguard Sm Cp Val Idx Admiral - VSIAX
_____.0%
Vanguard International Value Fund- VTRIX
_____.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.