Providers
Goldman Sachs Asset Management
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2018 | $77,890 |
Year ending 12/31/2017 | $79,666 |
Year ending 12/31/2016 | $81,883 |
Total DCIO funds |
TOP DCIO FUND | |
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Fund name | GS Small Cap Value Fund |
Fund assets ($MM) | $5,433 |
Portfolio manager | R. Crystal, S. Pope Davis |
Start date | 2006, 2006 |
Number of TDF series | 1 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 18% |
Collective investment trusts | 14% |
Separate accounts | 68% |
Stocks | 18% |
Bonds (excluding stable value) | 13% |
Stable value/Money market | 68% |
Asset allocation (target-date, target-risk, balanced) | 1% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 8 |
Salespeople focused on institutional | 9 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 60 |
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