MyPlanIQ 401k Investor PS 401(k) PROFIT SHARING PLAN

PS 401(k) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price T. Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Funds Dodge & Cox International Stock Fund
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
Others
EQUITY ^GSPC Wells Fargo Wells Fargo S&P 500 Index Fund N
Moderate Allocation OAKBX The Oakmark Funds Equity & Income I Fund
ROOT CASH Money market substitute
US EQUITY
LARGE VALUE VWNFX The Vanguard Group Mutual Funds Windsor II Admiral Fund
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contra Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price T. Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Funds Dodge & Cox International Stock Fund
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
Others
EQUITY ^GSPC Wells Fargo Wells Fargo S&P 500 Index Fund N
Moderate Allocation OAKBX The Oakmark Funds Equity & Income I Fund
ROOT CASH Money market substitute
US EQUITY
LARGE VALUE VWNFX The Vanguard Group Mutual Funds Windsor II Admiral Fund
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contra Fund
MID-CAP BLEND VXF The Vanguard Group Mutual Funds Extended Market Index Admiral Fund
Mid-Cap Growth FMCSX Fidelity Investments Fidelity Mid-Cap Stock Fund Spartan
Small Growth VEXPX The Vanguard Group Mutual Funds Explorer Admiral Fund
LARGE BLEND SLADX Selected American Funds Selected American D Fund
LARGE GROWTH RGABX American Funds The Growth Fund of America
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low Price Stock Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Institutional Fund
SHORT GOVERNMENT VSGBX The Vanguard Group Mutual Funds Short Term Federal Admiral Fund
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short Term Investment Fund G
Total Available Funds: 19
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price T. Rowe Price Real Estate Fund 67% 3 60 0 1.09% 11.77%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Funds Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.9% 3.89%
Others
EQUITY ^GSPC Wells Fargo Wells Fargo S&P 500 Index Fund N 100% 3 60 0 NA 0%
Moderate Allocation OAKBX The Oakmark Funds Equity & Income I Fund 91% 3 60 0 0.83% 2.3%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE VWNFX The Vanguard Group Mutual Funds Windsor II Admiral Fund 99% 3 60 0 0.26% 1.52%
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contra Fund 96% 3 60 0 0.55% 4.32%
MID-CAP BLEND VXF The Vanguard Group Mutual Funds Extended Market Index Admiral Fund 93% 3 60 0 0.06% 1.22%
Mid-Cap Growth FMCSX Fidelity Investments Fidelity Mid-Cap Stock Fund Spartan 77% 3 60 0 0.75% 0.87%
Small Growth VEXPX The Vanguard Group Mutual Funds Explorer Admiral Fund 76% 3 60 0 0.45% 4.34%
LARGE BLEND SLADX Selected American Funds Selected American D Fund 70% 3 60 0 0.67% 8.13%
LARGE GROWTH RGABX American Funds The Growth Fund of America 36% 3 60 0 0.3% 0%
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low Price Stock Fund 1% 3 60 0 0.92% 1.69%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT VSGBX The Vanguard Group Mutual Funds Short Term Federal Admiral Fund 95% 3 60 0 0.1% 3.28%
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short Term Investment Fund G 88% 3 60 0 0.25% 3.43%
Average Expense Ratio: 0.61%
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Related Retirement Plans
PS 401K PROFIT SHARING PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.3% 9.2% 2.5% 5.6% 4.8% 6.9%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:PSB)
The plan consists of 24 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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