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Example of 401K Reallocation

401K Reallocation Template

Name: ______________________
Date: ______________________
Total Investments Target:: $44,000.00

Investments Current Funds Allocation Current (%) Target (%) Target Allocation Changes Needed
Investment 1 $1,000.00 2.27% 20.00% $8,800.00 $7,800.00
Investment 2 $8,000.00 18.18% 20.00% $8,800.00 $800.00
Investment 3 $10,000.00 22.73% 5.00% $2,200.00 ($7,800.00)
Investment 4 $1,000.00 2.27% 5.00% $2,200.00 $1,200.00
Investment 5 $24,000.00 54.55% 40.00% $17,600.00 ($6,400.00)
Totals $44,000.00 100.00% 90.00% $39,600.00 ($4,400.00)

Notes on 401K Reallocation Example

To use this 401K Reallocation Template fill in the Total Investments Target, your Investments, Current Funds, and Target Percent Columns. The other columns will be filled in automatically.

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Download Example 401K Reallocation Excel Template