MyPlanIQ 401k Investor NADART (Auto Dealers) Retirement Plan

NADART (Auto Dealers) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Investors Fund
Foreign Large Blend EFA International Fund
Others
Moderate Allocation PAAIX PIMCO ALL Asset
ROOT CASH Money Market
Conservative Allocation SSLIX SSgA Retirement Income
US EQUITY
LARGE BLEND LLPFX Longleaf Partners
SMALL BLEND IWM Russell 2000 Small Cap
LARGE GROWTH VWUSX NADART Large Cap Growth
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Investors Fund
Foreign Large Blend EFA International Fund
Others
Moderate Allocation PAAIX PIMCO ALL Asset
ROOT CASH Money Market
Conservative Allocation SSLIX SSgA Retirement Income
US EQUITY
LARGE BLEND LLPFX Longleaf Partners
SMALL BLEND IWM Russell 2000 Small Cap
LARGE GROWTH VWUSX NADART Large Cap Growth
LARGE VALUE PRFDX T Rowe Price Equity Income
LARGE GROWTH VIGRX Vanguard Growth Index
MID-CAP BLEND IJH S&P 400 Mid Cap
Mid-Cap Growth JAENX Janus Enterprise
LARGE BLEND SVSPX S&P 500
LARGE GROWTH LMGNX Legg Mason Growth Equity
SMALL BLEND GACIX Gabelli Small Gap Growth
Mid-Cap Growth TMGFX Turner Midcap Growth
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Total Available Funds: 17
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Investors Fund 100% 3 60 0 0.33% 2.9%
Foreign Large Blend EFA International Fund 100% 3 60 0 0.33% 2.9%
Others
Moderate Allocation PAAIX PIMCO ALL Asset 96% 3 60 0 1.84% 3.53%
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
Conservative Allocation SSLIX SSgA Retirement Income 0% 3 60 0 NA 0%
US EQUITY
LARGE BLEND LLPFX Longleaf Partners 100% 3 60 0 0.79% 0.66%
SMALL BLEND IWM Russell 2000 Small Cap 99% 3 60 0 0.19% 1.33%
LARGE GROWTH VWUSX NADART Large Cap Growth 99% 3 60 0 0.3% 0.25%
LARGE VALUE PRFDX T Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
LARGE GROWTH VIGRX Vanguard Growth Index 97% 3 60 0 0.04% 0.43%
MID-CAP BLEND IJH S&P 400 Mid Cap 94% 3 60 0 0.05% 1.4%
Mid-Cap Growth JAENX Janus Enterprise 92% 3 60 0 1.14% 0%
LARGE BLEND SVSPX S&P 500 75% 3 60 0 0.16% 8.53%
LARGE GROWTH LMGNX Legg Mason Growth Equity 74% 3 60 0 1.06% 1.31%
SMALL BLEND GACIX Gabelli Small Gap Growth 60% 3 60 0 1.14% 8.88%
Mid-Cap Growth TMGFX Turner Midcap Growth 0% 3 60 0 1.18% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.73%
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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 3.1% 9.5% 2.0% 6.8% 5.7% 8.0%

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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
The plan consists of 29 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.

NADART provides and administers 401(k), pension and profit-sharing plans and has done so since 1957. Approximately 2,300 automobile dealers and 110,000 participants use NADART for their retirement plan needs. Due to increased capacity, we have recently expanded our scope to offer our retirement plans and complete plan administration services to companies other than NADA members.

The latest plan investment options are based on NADART 2009 Retirement Plan Annual Report.



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