Balances
Plan Investment Chart as of January 1, YYYY
Balances as of January 1, YYYY
To better understand the investment option information provided to you, please carefully review this additional information about types of investment risks and glossary of terms and statistics found on the fund fact sheets. Documentation will also provide instructions about how to obtain any underlying fund prospectus.
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| Fund Name | # of Units | Unit Price | Fund Balance | % of Balance |
|---|---|---|---|---|
| Bond Fund | 820.8773 | $11.004128 | $9,033.00 | 8.93% |
| Large Company Fund | 301.3669 | $33.662866 | $10,144.88 | 10.03% |
| Small Company Fund | 1,095.9172 | $24.851102 | $10,144.88 | 26.93% |
| International Index Fund | 1,451.2396 | $11.808994 | $17,137.68 | 16.94% |
| Company Stock | 381.9635 | $54.975566 | $20,998.66 | 20.76% |
| Self Managed Account | $16,599.30 | 16.41% | ||
| Total | $101,148.27 | 100.00% |
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