| Horizon™ for Centier Bank
401(k) Plan Fund List (as of 09/01/23) |
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| Type/Asset Class | Plan Fund Name | Comments/Penalties |
| Stable Value | Principal Stable Value | None |
| Intermediate Government | Vanguard GNMA | 30-Day Holding period |
| Intermediate Core Bond | Baird Aggregate Bond | None |
| Intermediate Core Bond | Fidelity US Bond Index | 60-Day Holding period |
| Global Bond-USD Hedged | PIMCO International Bond (US Dollar-Hedged) | None |
| Global Bond-USD Hedged | Vanguard Total Intl Bond Index | 30-Day Holding period |
| Large Value | Vanguard Equity-Income | 30-Day Holding period |
| Large Blend | Fidelity 500 Index | 60-Day Holding period |
| Large Value | Columbia Dividend Income | 28-Day Holding period |
| Global Large-Stock Growth | American Funds New Economy | None |
| Global Large-Stock Growth | American Funds New Perspective | None |
| Small Value | Franklin Small Cap Value | None |
| Small Blend | Fidelity Small Cap Index | 60-Day Holding period |
| Small Growth | SmallCap Growth Separate Account | 30-Day Holding period |
| Mid-Cap Growth | MidCap Growth Separate Account | 30-Day Holding period |
| Mid-Cap Blend | Parnassus Mid Cap | 30-Day Holding period |
| Mid-Cap Blend | Fidelity Mid Cap Index | 60-Day Holding period |
| Foreign Large Growth | American Funds Europacific Grwth | None |
| Diversified Emerging Mkts | Invesco Developing Markets | 30-Day Holding period |
| Mid-Cap Value | John Hancock Disciplined Value Mid Cap | None |
| Large Growth | JP Morgan Large Cap Growth | 2 Transfers allowed per 60 days |
| Foreign Large Blend | TIAA-CREF International Equity Index | 2 Transfers allowed per 60 days |
| Moderate Allocation | Vanguard Balanced Index Admiral | 30-Day Holding period |
| Web Site: | https://www.go-retire.com/srtweb1.htm | |
| User ID: | CentierDemo | |
| PW: | Centier401(k) | |
| Challenge Question: | Birthday | |
| Confirmation Steps: | Send email to "[email protected]" and request security code if needed to | |
| Money Market | Principal Stable Value | None |
| Large Value | T. Rowe Price Value | None |
| Large Growth | Janus Fund | None |
| Mid-Cap Growth | Franklin Small-Mid Cap Growth | None |
| Global Large-Stock Growth | AllianceBern Global Thematic Growth | None |
| Mid-Cap Blend | Thornburg Value | None |
| Large Blend | Forward Smid Plus | None |
| Mid-Cap Growth | Managers Cadence Mid Cap Growth | None |
| Money Market | Federated Money Market Fund | None |
| Large Value | Federated Clover Value | None |
| Large Growth | Janus Forty | None |
| Mid-Cap Value | Perkins Mid Cap Value | None |
| Global Large-Stock Blend | Janus Global Select | Holding period waived. |
| Ultrashort Bond | PIMCO Short-Term | None |
| Mid-Cap Growth | Columbia Acorn | None |
| Intermediate Core-Plus Bond | PIMCO Total Return | None |
| Large Value | Dodge and Cox Stock Fund | None |
| Moderately Conservative Alloc | Manning & Napier Pro-Blend Cnsrv Term | None |
| Moderate Allocation | Manning & Napier Pro-Blend Extnd Term | None |
| Aggressive Allocation | Manning & Napier Pro-Blend Max Term | None |
| Moderately Conservative Alloc | Manning & Napier Pro-Blend Mod Term | None |
| Large Growth | American Funds AMCAP | None |
| Mid-Cap Value | Harbor Mid Cap Value | None |
| Global Allocation | American Funds Capital Income Builder R6 | None |