401(k) PLAN SOLUTIONS
Co-op 401(k) Plan investments
Co-op 401(k) Plan participants can choose from a variety of funds, plus three tiers of investing.
Co-op 401(k) Plan investments
Investments overview
To direct growth of retirement funds, cooperative participants have access to:
InvestMap: An age- and risk-based target model solution, which provides a unique asset allocation based on each participant’s current age using the plan’s core fund line-up.
Professionally managed accounts: Rockbridge investment managers and consultants who can offer advice or manage investment decisions and portfolio changes.
A variety of investment options: Profiles of high quality, low-cost investment funds are available to Co-op 401(k) Plan participants with fund detail available via the ticker symbol.
Rates of return: Quarterly summaries of Co-op 401(k) Plan investment fund returns.
InvestMap
InvestMap™ is a no cost age-appropriate investment allocation approach using the Co-op 401(k) Plan’s underlying investment funds. These age-based asset allocations begin when you first enroll in InvestMap and continue through your working years and into retirement. To enroll in InvestMap, you simply make a one-time election that sets you on a path designed to get the most out of your retirement plan savings.
Managed accounts
Professional investment management for Co-op 401(k) Plan participants is provided by Rockbridge, an investment advisory firm focused on serving the needs of agribusiness firms and their employees, and helping investors establish and achieve long-term investment goals.
Rates of return
To see the rates of returns for the Co-op 401(k) Plan investment funds, click on the download button below.
Co-op 401(k) Plan fund profiles
The Co-op 401(k) Plan offers high-quality, low-cost investment options in addition to InvestMap. For more information on a particular fund, click on the fund symbol in the "ticker" column.
| Fund | Fund Name | Ticker |
|---|---|---|
| Stable Asset | Galliard Stable Asset | Galliard |
| Inflation Protected Bond | Vanguard Inflation-Protected Secs I | VIPIX |
| Bond | PIMCO Total Return Institutional | PTTRX |
| Intermediate Term Bond | Vanguard Total Bond Market Index I | VBTIX |
| Balanced | Vanguard Wellington Admiral | VWENX |
| Large-Cap Value | Vanguard Windsor II Admiral | VWNAX |
| Large-Cap Blend | Vanguard Institutional Index Instl Pl | VIIIX |
| Large-Cap Growth | MainStay Large Cap Growth R6 | MLRSX |
| Mid-Cap Value | JPMorgan Mid Cap Value R6 | JMVYX |
| Mid-Cap Growth | T. Rowe Price Mid-Cap Growth | RPMGX |
| Small-Cap Value | Wells Fargo Special Small Cap Value Inst | ESPNX |
| Small-Cap Index | Vanguard Small Cap Index InstlPlus | VSCPX |
| Small-Cap Growth | Vanguard Explorer Admiral | VEXRX |
| International Large-Cap Value | Dodge & Cox International Stock | DODFX |
| International Large-Cap Blend | Vanguard International Growth Admiral | VWILX |
| International Large-Cap Blend | Vanguard Total International Stock Index | VTSNX |
| International Large-Cap Growth | Artisan International Institutional | APHIX |
Contact us about the Co-op 401(k) Plan
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