Rebalance
The following information is as of 03/17/2025.
Rebalances are based on current account values and will not include any contributions that have not yet posted to your account(s).
Rebalance
The rebalance allocation will be used to reallocate current balances and will replace the current investment allocation(s) in the following:
Account(s):
- Retirement Account - Lump Sum - 409A
- Retirement Account - Pre 409A - Pre 409A
- In-Service Account - Payable 01/02/2020 - 409A
This will not affect future contributions. Would you like to change your Investment Allocations For Future Contributions?
| Investment Advisor/Investment Option | Current Balance ($) | Current Balance (%) | Estimated After Rebalance ($) | Estimated After Rebalance (%) | |
|---|---|---|---|---|---|
| Short-Term Fixed Income | Vanguard Group Vanguard Federal Money Market Investor Fund | $3,822.18 | 18.64% | $7,337.90 | 50.00% |
| Fixed Income | Principal Global Investors LargeCap S&P 500 Index R4 Fund | $4,449.19 | 21.70% | $5,147.85 | 28.15% |
| Large U.S. Equity | Franklin Mutual Advisers, LLC Franklin Small Cap Value R Fund | $6,088.74 | 29.70% | $1,874.36 | 11.31% |
| Total | $14360.11 | $14360.11 | |||
The market will be closing at 4:00 p.m., ET. The next business day for processing transactions will be 03/18/2025.
Transactions confirmed before the market close Eastern time, Monday through Friday, are effective at the close of business that day. Transactions confirmed after the market close Eastern time, or any time on weekends or holidays, are effective at the close of the next business day.
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The amounts listed on the website represent a measure of your benefits under a nonqualified benefit agreement between you and your plan sponsor. It is not a representation that your plan sponsor holds any assets for paying these benefits.
At any time, the measure of your benefits is determined by reference to the performance of available investments as described in your Plan materials ("Reference Investments"). Throughout this site you will see terms such as Investment Option or Investment Advisor. These are indicators of the Reference Investments made available to measure your benefit(s) in your Nonqualified Plan.