Select Medical Corporation 401(k): best low-cost funds
Select Medical Corporation 401(k) Plan · Plan #001 · Mechanicsburg, PA
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| TRP Retire 2040 C | T. Rowe Price Trust Company | Common/collective trust | $268.3M |
| TRP Retire 2030 C | T. Rowe Price Trust Company | Common/collective trust | $237.8M |
| TRP Blue Chip GR T2 | T. Rowe Price Trust Company | Common/collective trust | $237.1M |
| TRP Retire 2050 C | T. Rowe Price Trust Company | Common/collective trust | $213.5M |
| TRP Retire 2035 C | T. Rowe Price Trust Company | Common/collective trust | $193.6M |
| TRP Retire 2045 C | T. Rowe Price Trust Company | Common/collective trust | $172.7M |
| TRP Retire 2055 C | T. Rowe Price Trust Company | Common/collective trust | $127.7M |
| TRP Retire 2025 C | T. Rowe Price Trust Company | Common/collective trust | $121.8M |
| TRP Retire 2020 C | T. Rowe Price Trust Company | Common/collective trust | $86.4M |
| TRP Retire 2060 C | T. Rowe Price Trust Company | Common/collective trust | $67.6M |
| TRP Intl Growth EQ A | T. Rowe Price Trust Company | Common/collective trust | $66.2M |
| MIP II CL 4 | Fidelity Management Trust Company | Common/collective trust | $63.4M |
| TRP NEW Horizons A | T. Rowe Price Trust Company | Common/collective trust | $63.3M |
| FID MID CAP STK CP A | Fidelity Management Trust Company | Common/collective trust | $56.2M |
| TRP Equity Income B | T. Rowe Price Trust Company | Common/collective trust | $42.8M |
| FID LPS Pool Class A | Fidelity Management Trust Company | Common/collective trust | $39.4M |
| TRP SM CAP Value D | T. Rowe Price Trust Company | Common/collective trust | $31.0M |
| TRP Retire 2015 C | T. Rowe Price Trust Company | Common/collective trust | $16.9M |
| TRP Retire 2010 C | T. Rowe Price Trust Company | Common/collective trust | $16.3M |
| TRP Retire 2065 C | T. Rowe Price Trust Company | Common/collective trust | $10.1M |
| TRP Retire 2005 C | T. Rowe Price Trust Company | Common/collective trust | $9.6M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $638.0M | 22.5% |
| Common/collective trusts | $2.1B | 75.4% |
| Common stock (direct) | $19.1M | 0.7% |
| Participant loans | $31.2M | 1.1% |
| Other investments | $60,213 | 0.0% |
Fees paid from plan assets
| Contract administrator fees | $10,200 |
| Investment advisory & management fees | $864,879 |
| Other administrative fees | $56,000 |
| Total administrative expenses | $2.3M |
Reported administrative expenses were about 0.085% of average plan assets, or about $55 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251010140938NAL0007837489001. EIN 232872718.