Plan Investment Options. The Employer hereby establishes a Trust under the Plan in accordance with the provisions of Article 14, and the Trustee signifies acceptance of its duties under Article 14 by its signature below. Participant Accounts under the Trust will be invested among the Fidelity Funds listed below pursuant to Participant and/or Employer directions. Fund Name Fund Number --------- -----------
Plan Investment Options. Participant Accounts will be treated as invested among the Investment Funds listed in the Service Agreement from time to time pursuant to Participant and/or Employer directions, as applicable.
Plan Investment Options. Participant Accounts will be treated as invested among the Fidelity Funds listed below pursuant to Participant and/or Employer directions. Same fund selection as in the ADTRAN 401(k) program Fund Name Fund Number
Plan Investment Options. 11 Investment Option Summary 11 Age-Based Options 11 Individual Portfolios 11 Asset Allocation Table 12 Portfolio Profiles 13 Aggressive Growth Portfolio 13 Aggressive Portfolio 13 Blended Growth Portfolio 14 Balanced Income Portfolio 14 Blended Moderate Growth Portfolio 15 Conservative Income Portfolio 16 Conservative Growth Portfolio 17 Conservative Portfolio 18 Growth Portfolio 18 Income Portfolio 19 Interest Accumulation Portfolio 20 Moderate Growth Portfolio 20 Underlying Fund Profiles 21 Vanguard Federal Money Market Fund 21 Vanguard Total Stock Market Index Fund 22 Vanguard Short-Term Inflation-Protected Securities Index Fund 22 Vanguard Total International Stock Index Fund 22 Vanguard Total International Bond Index Fund 22 Vanguard Total Bond Market II Index Fund 23 Risk Factors Glossary 23 PART IV. PORTFOLIO PERFORMANCE 24 PART V. PLAN FEES AND EXPENSES 25 Annual Account Maintenance Fee 25 Asset-Based Fees 26 Dealer Compensation 27 Other Charges 28 Investment Cost Example 28 PART VI. RISKS OF INVESTING IN THE PLAN 28 PART VII. MATCH PROGRAMS 31 New Baby Match 31 BND Match 31 Kindergarten Kickoff Match Grant 31 PART VIII. CONTRIBUTIONS 32 General 32 Contribution Methods 32 Maximum Contribution Limit 35 PART IX. DISTRIBUTIONS 35 General 35 Procedures for Distributions 35 Qualified Higher Education Expenses 36 K-12 Tuition Expenses 36 Apprenticeship Program Expenses 36 Eligible Educational Institutions 37 Distributions and Matching Grants 37 PART X. ACCOUNT MAINTENANCE 37 Changing Investment Options for Current Balances and Future Contributions 37 Pricing of Portfolio Units 37 Unused Account Assets 38 Confirmations and Statements/Safeguarding Your Account 38 Control Over the Account 38 Designating a Successor Participant 38 Changing the Designated Beneficiary 39 PART XI. FEDERAL AND STATE TAX TREATMENT 39 General 529 Plan Tax Treatment 40 529 Plan Contributions and Distributions 40 Qualified Rollovers 40 Other Contributions and Transfers 40 Coordination with Other Higher Education Expense Benefit Plans 40 Federal Gift and Estate Taxes 40 State Tax Treatment 41 Tax Reports 41 PART XII. GENERAL INFORMATION 41 Customer Identification Verification 41 Dispute Resolution and Arbitration 41 Continuing Disclosure 42 Disclosure Relating to Internet Access 42 Creditor Protection Under U.S. Laws 42 Independent Registered Public Accounting Firm 43 Custodial Arrangements 43 Account Restrictions 43 Information in this Plan Disclosure Statement 43 PART XIII. PRIVAC...
Plan Investment Options. Risk Factors Glossary and Part VI. Risks of Investing in the Plan, pages 23 and 28
Plan Investment Options. Investment Option Summary The Plan’s menu of professionally managed Investment Options is designed by the Trustee to give you a full range of investment choices. You can choose from:
Plan Investment Options. All of a participant's accounts may be invested in any or all of the following funds at the election of the participant, but must be in 10% increments. Investment elections and transfers of account balances are effective on January 1, April 1 , July 1, or October 1: Bank and Government Fund Fixed Income Fund Balanced Fund Common Stock Fund Columbia Special Fund Northwest Natural Gas Company Stock Fund
Plan Investment Options. The Employer hereby establishes a Trust under the Plan in accordance with the provisions of Article 14, and the Trustee signifies acceptance of its duties under Article 14 by its signature below. Participant Accounts under the Trust will be invested among the Fidelity Funds listed below pursuant to Participant and/or Employer directions. FUND NAME FUND NUMBER 1 Fidelity Growth & Income Portfolio 0027 2 Fidelity Intermediate Bond Fund 0032 3 Fidelity Low-Priced Stock Fund 0316 4 Fidelity Managed Income Portfolio 0632 5 Spartan(R)U.S. Equity Index Fund 0650 6 Janus Worldwide Fund OF1J 7 PBHG Growth Fund OFGF 8 Fidelity Retirement Money Market Portfolio 0630
Plan Investment Options. The Employer hereby establishes a Trust under the Plan in accordance with the provisions of Article 14, and the Trustee signifies acceptance of its duties under Article 14 by its signature below. Participant Accounts under the Trust will be invested among the Fidelity Funds listed below pursuant to Participant and/or Employer directions. FUND NAME FUND NUMBER 1 Fidelity Managed Income Portfolio 0632 2 Fidelity Intermediate Bond Fund 0032 3 Fidelity Equity-Income Fund 0023 4 Fidelity Magellan(R)Fund 0021 5 Fidelity Freedom Income Fund(SM) 0369 6 Fidelity Freedom 2000 Fund(SM) 0370 7 Fidelity Freedom 2010 Fund(SM) 0371 8 Fidelity Freedom 2020 Fund(SM) 0372 9 Fidelity Freedom 2030 Fund(SM) 0373 10 Franklin Small Cap Growth Fund - A 3392 11 American AAdvantage International Equity Fund 3161
Plan Investment Options. The Employer hereby establishes a Trust under the Plan in accordance with the provisions of Article 14, and the Trustee signifies acceptance of its duties under Article 14 by its signature below. Participant Accounts under the Trust will be invested among the Fidelity Funds listed below pursuant to Participant and/or Employer directions. FUND NAME FUND NUMBER --------- ----------- (1) Retirement Money Market Portfolio 630 (2) Government Securities Fund 054 (3) Growth and Income Portfolio 027 (4) Blue Chip Growth Fund 312 (5) Contrafund 022 (6) Growth Company Fund 025 (7) Overseas Fund 094 (8) (9) (10)
