MyPlanIQ 401k Investor ARINC COMPANIES MANAGEMENT SERVICES LLC 401 K PLAN

ARINC COMPANIES MANAGEMENT SERVICES LLC 401 K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
US EQUITY
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
LARGE GROWTH VFTNX Vanguard World Funds: Vanguard FTSE Social Index Fund; Institutional Shares
SMALL BLEND VRTIX Vanguard Scottsdale Funds: Vanguard Russell 2000 Index Fund; Institutional Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
LARGE GROWTH VFTNX Vanguard World Funds: Vanguard FTSE Social Index Fund; Institutional Shares
SMALL BLEND VRTIX Vanguard Scottsdale Funds: Vanguard Russell 2000 Index Fund; Institutional Shares
SMALL VALUE VRTVX Vanguard Scottsdale Funds: Vanguard Russell 2000 Value Index Fund; Institutional Shares
Small Growth VRTGX Vanguard Scottsdale Funds: Vanguard Russell 2000 Growth Index Fund; Institutional Shares
LARGE GROWTH VFTSX Vanguard World Funds: Vanguard FTSE Social Index Fund; Investor Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares
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
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 1 60 0 0.58% 5.66%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 1 60 0 0.54% 4.82%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 95% 1 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 1 60 0 0.64% 4.96%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 1 60 0 0.34% 5.17%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 1 60 0 0.7% 4.61%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 1 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 1 60 0 0.75% 4.33%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 1 60 0 0.42% 3.37%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 1 60 0 0.44% 6.09%
US EQUITY
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares 80% 1 60 0 0.05% 1.55%
LARGE GROWTH VFTNX Vanguard World Funds: Vanguard FTSE Social Index Fund; Institutional Shares 70% 1 60 0 0.14% 0.84%
SMALL BLEND VRTIX Vanguard Scottsdale Funds: Vanguard Russell 2000 Index Fund; Institutional Shares 21% 1 60 0 0.1% 1.43%
SMALL VALUE VRTVX Vanguard Scottsdale Funds: Vanguard Russell 2000 Value Index Fund; Institutional Shares 2% 1 60 0 0.15% 2.14%
Small Growth VRTGX Vanguard Scottsdale Funds: Vanguard Russell 2000 Growth Index Fund; Institutional Shares 1% 1 60 0 0.15% 0.85%
LARGE GROWTH VFTSX Vanguard World Funds: Vanguard FTSE Social Index Fund; Investor Shares 0% 1 60 0 0.18% 1.64%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 1 60 0 0.07% 4.06%
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares 91% 1 60 0 0.07% 4.16%
Inflation-Protected Bond VIPIX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares 90% 1 60 0 0.1% 4.19%
Average Expense Ratio: 0.35%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 18.3% 20.8% 8.3% 6.4% 7.8% 5.2%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 17.6% 20.0% 6.8% 5.7% 8.2% 5.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 5.2% -1.3% 5.0% 2.3% 3.8%

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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 19 funds. It covers 2 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.


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