EMH Regional Healthcare 401(k) Plan

EMH Regional Healthcare 401(k) Plan

Current EMH Regional Health Care 401(k) Plan

According to our records, these are EMH Regional Health Care 401(k) Plan’s current plan investment options. If any of the options have changed and aren’t reflected here, please let us know. Send additions or deletions by emailing emh@balserwealth.com

Investment Symbol Investment Symbol
American Funds Fundamental Investors Fund Class R4 RFNEX Select Telecommunications Portfolio FSTCX
American Funds Growth Fund of America Class R4 RGAEX Fidelity Freedom 2000 Fund FFFBX
Fidelity Value Discovery Fund FDVFX Fidelity Freedom 2005 Fund FFFVX
Spartan 500 Index – Investor Class FUSEX Fidelity Freedom 2010 Fund FFFCX
T. Rowe Price Dividend Growth PRDGX Fidelity Freedom 2015 Fund FFVFX
Fidelity Mid-Cap Stock Fund FMCSX Fidelity Freedom 2020 Fund FFFDX
Fidelity Low-Priced Stock Fund FLPSX Fidelity Freedom 2025 Fund FFTWX
Fidelity Stock Selector Small Cap Fund FDSCX Fidelity Freedom 2030 Fund FFFEX
Invesco Van Kampen Small Cap Value CL A VSCZX Fidelity Freedom 2035 Fund FFTHX
Harbor International Instl CL HAINX Fidelity Freedom 2040 Fund FFFFX
Templeton Foreign CL A TEMFX Fidelity Freedom 2045 Fund FFFGX
Select Electronics Portfolio FSELX Fidelity Freedom 2050 Fund FFFHX
Select Financial Services Portfolio FIDSX Fidelity Freedom Income Fund FFFAX
Select Health Care Portfolio FSPHX Fidelity Puritan Fund FPURX
Select Technology Portfolio FSPTX PIMCO Total Return Fund Administrative Class PTRAX

Self-Directed Option 

In addition to the menu of mutual funds already listed, EMH Regional Health Care 401(k) offers a Self-Directed Account option (SDA). A self-directed account is a brokerage account that resides within your employer-sponsored retirement plan. With the SDA, you enjoy the flexibility of greater choices of investments inside your retirement plan (e.g. ETFs, common stocks and a wider variety of mutual funds) and receive ongoing portfolio management by Balser Wealth Management, LLC. By extending your investment options, the SDA may help you better meet your investment objectives.


For a complimentary review and analysis of your current EMH Regional Health Care 401(k) investments, simply click here.