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PERAPlus 401(k) Plan
Fund Performance
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Self-Directed Brokerage Account
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Manager:
TD Ameritrade
Category:
Brokerage Account
Strategy:
Provides access to a wider array of investment choices, including open-end mutual funds, fixed income securities, ETFs, and publicly traded stocks.
Expenses:
Annual $50 self-directed brokerage fee. The Plan administration asset-based fee for the Self-Directed Brokerage Account has been reduced to 0 percent because PERA receives revenue sharing from TD Ameritrade.
Schedule of Commissions and Fees
Fact Sheet
401(k) Plan Self-Directed Brokerage Account Application Form
Third Party Trading Form for TD Ameritrade Self-Directed Brokerage Accounts
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PERA Income Fund
PERA 2025 Fund
PERA 2030 Fund
PERA 2035 Fund
PERA 2040 Fund
PERA 2045 Fund
PERA 2050 Fund
PERA 2055 Fund
PERA 2060 Fund
PERA 2065 Fund
PERA Capital Preservation Fund
PERA Fixed Income Fund
PERA Real Return Fund
PERA U.S. Large Cap Stock Fund
PERA U.S. SMID Cap Stock Fund
PERA International Stock Fund
PERA SRI Fund
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