Retirement Plan Services
Investment Objectives
Asset Allocation  » 
Investment Strategies
  Capital Preservation  » 
Core Funds
  Capital Preservation ETF Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Navigator Capital Preservation (w sentry) Fund  » 
Revenue Sharing
  0
  0
  0
  25
  50
  75
  100
  PensionTrend Conservative Income Fund  » 
Revenue Sharing
  10
  10
  30
  Global - Growth  » 
Core Funds
  Navigator Aggressive Growth Fund  » 
Revenue Sharing
  0
  0
  0
  25
  50
  75
  100
  Navigator Moderate Growth (w sentry)  » 
Revenue Sharing
  0
  0
  0
  25
  50
  75
  100
  Growth  » 
Core Funds
  Navigator Growth Fund  » 
Revenue Sharing
  0
  0
  0
  25
  50
  75
  100
  Income - Stable Return  » 
Core Funds
  Navigator Fixed Income Fund  » 
Revenue Sharing
  0
  0
  0
  25
  50
  75
  100
  Long-Term Capital Appeciation  » 
Core Funds
  DAI Asset Allocation Moderate Growth Portfolio Fund  » 
Revenue Sharing
  0
  25
  50
  75
  100
  Growth ETF Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  PensionTrend Moderate Growth Fund  » 
Revenue Sharing
  10
  10
  30
  Low Risk Capital Appreciation  » 
Core Funds
  Income ETF Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  PensionTrend Moderate Income Fund  » 
Revenue Sharing
  10
  10
  30
  Maximum Return  » 
Core Funds
  Aggressive Growth ETF Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  DAI Asset Allocation Growth Portfolio Fund  » 
Revenue Sharing
  0
  25
  50
  75
  100
  PensionTrend Aggressive Growth Fund  » 
Revenue Sharing
  10
  10
  30
  Short-Term Capital Appreciation  » 
Core Funds
  DAI Asset Allocation Moderate Portfolio Fund  » 
Revenue Sharing
  0
  25
  50
  75
  100
  Income Grwth ETF Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  PensionTrend Conservative Growth Fund  » 
Revenue Sharing
  10
  10
  30
  Target Date - Total Return  » 
Core Funds
  At Target Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Callan Glidepath® 2005 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2010 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2015 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2020 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2025 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2030 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2035 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2040 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2045 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2050 Fund  » 
Revenue Sharing
  0
  Callan Glidepath® 2055 Fund  » 
Revenue Sharing
  0
  Target Date 2015 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2020 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2025 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2030 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2035 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2040 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2045 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Target Date 2050 Fund  » 
Revenue Sharing
  0
  0
  25
  40
  60
  75
  Total Return  » 
Core Funds
  Credit Suisse Liquid Alternative Beta Index Trust  » 
Revenue Sharing
  0
  0
  0
  0
  0
  25
  Navigator Conservative Growth (w sentry) Fund  » 
Revenue Sharing
  0
  0
  0
  25
  50
  75
  100
Equity  » 
Investment Strategies
  Growth  » 
Core Funds
  Neuberger Berman Large Cap Disciplined Growth Fund  » 
Revenue Sharing
  0
  0
  Payden Large Cap Growth Fund  » 
Revenue Sharing
  0
  0
  45
  Long/Short  » 
Core Funds
  The LASSO Fund  » 
Revenue Sharing
  0
  30
  Value  » 
Core Funds
  DCM Small Cap Equity Fund  » 
Revenue Sharing
  0
  0
  0
  0
  15
  15
  45
  Diamond Hill Large Cap Portfolio Fund  » 
Revenue Sharing
  0
  0
  15
  35
  45
ETF Equity  » 
Investment Strategies
  Index  » 
Core Funds
  Emerging Markets Equity Index ETF Fund  » 
Revenue Sharing
  0
  2
  25
  40
  90
  Equity 500 Index ETF Fund  » 
Revenue Sharing
  0
  2
  25
  40
  90
  International Equity Index ETF Fund  » 
Revenue Sharing
  0
  2
  25
  40
  90
  Investment Grade Bond Index ETF Fund