Investment Options

As the plan advisor and 3(38) fiduciary Compass Corporate Retirement Solutions is responsible for the selection of the plans investments. As such we maintain a sound fiduciary process that your plan will use to position itself as 404(c) compliant.

Below are the current investment options or you may select the fund matrix pdf here: Fund Matrix

 

US Domestic Equity Actively Managed

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Large Cap Value    Large Cap Blend    Large Cap Growth

Mid Cap Value        Mid Cap Blend         Mid Cap Growth

Small Cap Value    Small Cap Blend     Small Cap Growth

 

Index Equity Investments Domestic & International

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Index Fund List

 

Target Date Asset Allocation

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Target Date Investment Options

 

International & Global Equity

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International Investment Options

 

Fixed Income Bond

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Fixed Income Investment Options