MyPlanIQ 401k Investor TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN AND TRUST

TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund,,
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price International Bond Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Institutional Fund
Intermediate-Term Bond VBTSX Vanguard Total Stock Market Index Signal Fund
US EQUITY
LARGE VALUE GSLAX Goldman Sachs Large Cap Value Institutional Fund
SMALL BLEND PRSVX T. Rowe Price Small Cap Value Fund,
LARGE BLEND VINIX Vanguard Institutional Index Fund,
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund,,
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Fund
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Fund
ROOT CASH Vanguard Reserve Prime Money Market Institutional Fund
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price International Bond Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Institutional Fund
Intermediate-Term Bond VBTSX Vanguard Total Stock Market Index Signal Fund
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal Fund
US EQUITY
LARGE VALUE GSLAX Goldman Sachs Large Cap Value Institutional Fund
SMALL BLEND PRSVX T. Rowe Price Small Cap Value Fund,
LARGE BLEND VINIX Vanguard Institutional Index Fund,
Mid-Cap Growth PRDMX T. Rowe Price Mid Cap Growth Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America R5
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund,, 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.12%
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 Fund 100% 3 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 Fund 97% 3 60 0 0.84% 8.3%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 Fund 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 Fund 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 78% 3 60 0 0.63% 6.57%
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Fund 69% 3 60 0 0.99% 10.4%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Fund 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Fund 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Fund 62% 3 60 0 0.78% 11.7%
ROOT CASH Vanguard Reserve Prime Money Market Institutional Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
WORLD BOND RPIBX T. Rowe Price International Bond Fund 98% 3 60 0 0.67% 2.72%
Intermediate-Term Bond PTRAX PIMCO Total Return Institutional Fund 66% 3 60 0 0.8% 4.94%
Intermediate-Term Bond VBTSX Vanguard Total Stock Market Index Signal Fund 0% 3 60 0 0.1% 2.96%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal Fund 0% 3 60 0 0.1% 2.96%
US EQUITY
LARGE VALUE GSLAX Goldman Sachs Large Cap Value Institutional Fund 93% 3 60 0 1.29% 4.94%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value Fund, 85% 3 60 0 1.17% 3.33%
LARGE BLEND VINIX Vanguard Institutional Index Fund, 78% 3 60 0 0.02% 1.36%
Mid-Cap Growth PRDMX T. Rowe Price Mid Cap Growth Fund 77% 3 60 0 0.87% 6.93%
LARGE GROWTH RGAFX American Funds Growth Fund of America R5 75% 3 60 0 0.63% 0.75%
Average Expense Ratio: 0.74%
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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 -0.9% 9.3% 3.3% 6.5% 5.0% 7.0%

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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(Ticker:AMTD)
The plan consists of 27 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.

TD Ameritrade Holding Corp (Ticker: AMTD) is one of largest discount brokerages.



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