MyPlanIQ 401k Investor BURNS and MCDONNELL INC. 401K SAVINGS PLAN

BURNS and MCDONNELL INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund
Foreign Large Growth UMBWX UMBScout International Fund
Others
Conservative Allocation VWIAX Vanguard GroupVanguard Wellesley Income Admiral Fund
Target Date 2046-2050 LPSGX BlackRock Advisors, LLCBlackRock LifePath Index 2050 K Fund
Target Date 2036-2040 LPSFX BlackRock Advisors, LLCBlackRock LifePath Index 2040 K Fund
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Advisors, LLCBlackRock US Debt Index K Fund
High Yield Bond NHINX Neuberger Berman Mgmt. Inc.Neuberger Berman High Income Bond Investor Fund
SHORT GOVERNMENT STABLEVALUE Galliard Capital ManagementWells Fargo Stable Return N4 Fund
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Asset MgtGoldman Sachs Mid-Cap Value Institutional Fund
LARGE VALUE VWNAX Vanguard GroupVanguard Windsor II Adm Fund
Mid-Cap Growth MPEGX Morgan Stanley Inv. Mgmt.Morgan Stanley Institutional Trust MidCap Growth Port I F
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund
Foreign Large Growth UMBWX UMBScout International Fund
Others
Conservative Allocation VWIAX Vanguard GroupVanguard Wellesley Income Admiral Fund
Target Date 2046-2050 LPSGX BlackRock Advisors, LLCBlackRock LifePath Index 2050 K Fund
Target Date 2036-2040 LPSFX BlackRock Advisors, LLCBlackRock LifePath Index 2040 K Fund
Target Date 2026-2030 LPSDX BlackRock Advisors, LLCBlackRock LifePath Index 2030 K Fund
Retirement Income LPSAX BlackRock Advisors, LLCBlackRock LifePath Index Retirement K Fund
Target Date 2041-2045 LPHKX BlackRock Advisors, LLCBlackRock LifePath Index 2045 K Fund
Target Date 2031-2035 LPJKX BlackRock Advisors, LLCBlackRock LifePath Index 2035 K Fund
Target Date 2021-2025 LPBKX BlackRock Advisors, LLCBlackRock LifePath Index 2025 K Fund
ROOT CASH ESOP Cash Account
NOT FOUND NO TICKER Burns & McDonnell Stock
Target Date 2016-2020 LPSCX BlackRock Advisors, LLCBlackRock LifePath Index 2020 K Fund
Target Date 2016-2020 LPSCX BlackRock Advisors, LLCBlackRock LifePath Index 2015 K Fund
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Advisors, LLCBlackRock US Debt Index K Fund
High Yield Bond NHINX Neuberger Berman Mgmt. Inc.Neuberger Berman High Income Bond Investor Fund
SHORT GOVERNMENT STABLEVALUE Galliard Capital ManagementWells Fargo Stable Return N4 Fund
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Asset MgtGoldman Sachs Mid-Cap Value Institutional Fund
LARGE VALUE VWNAX Vanguard GroupVanguard Windsor II Adm Fund
Mid-Cap Growth MPEGX Morgan Stanley Inv. Mgmt.Morgan Stanley Institutional Trust MidCap Growth Port I F
Small Growth WAAEX WasatchWasatch Small Cap Growth Fund
SMALL VALUE VSOIX Victory Capital ManagementVictory Small Company Opportunity I Fund
LARGE GROWTH RGAEX Capital Research and Mgmt CoAmerican Funds Growth Fund of America R4 Fund
LARGE BLEND PNIEX BlackRock Advisors Equity Index H Fund
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
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price Associates, Inc.T. Rowe Price International Discovery Fund 88% 1 60 0 1.23% 2.11%
Foreign Large Growth UMBWX UMBScout International Fund 0% 1 60 0 0.95% 44.02%
Others
Conservative Allocation VWIAX Vanguard GroupVanguard Wellesley Income Admiral Fund 91% 1 60 0 0.16% 4.93%
Target Date 2046-2050 LPSGX BlackRock Advisors, LLCBlackRock LifePath Index 2050 K Fund 88% 1 60 0 0.34% 3.15%
Target Date 2036-2040 LPSFX BlackRock Advisors, LLCBlackRock LifePath Index 2040 K Fund 79% 1 60 0 1.04% 5.02%
Target Date 2026-2030 LPSDX BlackRock Advisors, LLCBlackRock LifePath Index 2030 K Fund 76% 1 60 0 0.34% 3.22%
Retirement Income LPSAX BlackRock Advisors, LLCBlackRock LifePath Index Retirement K Fund 61% 1 60 0 1.04% 8.09%
Target Date 2041-2045 LPHKX BlackRock Advisors, LLCBlackRock LifePath Index 2045 K Fund 55% 1 60 0 0.34% 2.92%
Target Date 2031-2035 LPJKX BlackRock Advisors, LLCBlackRock LifePath Index 2035 K Fund 55% 1 60 0 0.34% 3.22%
Target Date 2021-2025 LPBKX BlackRock Advisors, LLCBlackRock LifePath Index 2025 K Fund 54% 1 60 0 0.59% 3.69%
ROOT CASH ESOP Cash Account 0% 1 60 0 NA 2.66%
NOT FOUND NO TICKER Burns & McDonnell Stock 0% 1 60 0 NA NA
Target Date 2016-2020 LPSCX BlackRock Advisors, LLCBlackRock LifePath Index 2020 K Fund 0% 1 60 0 0.47% 7.75%
Target Date 2016-2020 LPSCX BlackRock Advisors, LLCBlackRock LifePath Index 2015 K Fund 0% 1 60 0 0.47% 7.75%
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Advisors, LLCBlackRock US Debt Index K Fund 96% 1 60 0 0.1% 3.33%
High Yield Bond NHINX Neuberger Berman Mgmt. Inc.Neuberger Berman High Income Bond Investor Fund 67% 1 60 0 0.61% 6.91%
SHORT GOVERNMENT STABLEVALUE Galliard Capital ManagementWells Fargo Stable Return N4 Fund 16% 1 60 0 NA 28.94%
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Asset MgtGoldman Sachs Mid-Cap Value Institutional Fund 83% 1 60 0 1.18% 5.26%
LARGE VALUE VWNAX Vanguard GroupVanguard Windsor II Adm Fund 81% 1 60 0 0.26% 10.52%
Mid-Cap Growth MPEGX Morgan Stanley Inv. Mgmt.Morgan Stanley Institutional Trust MidCap Growth Port I F 80% 1 60 0 0.74% 0%
Small Growth WAAEX WasatchWasatch Small Cap Growth Fund 76% 1 60 0 1.06% 0%
SMALL VALUE VSOIX Victory Capital ManagementVictory Small Company Opportunity I Fund 65% 1 60 0 0.85% 7.02%
LARGE GROWTH RGAEX Capital Research and Mgmt CoAmerican Funds Growth Fund of America R4 Fund 39% 1 60 0 0.3% 8.46%
LARGE BLEND PNIEX BlackRock Advisors Equity Index H Fund 0% 1 60 0 0.18% 1.61%
Average Expense Ratio: 0.61%
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Related Retirement Plans
BURNS & MCDONNELL, INC. 401(K) SAVINGS 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 -11.1% -11.3% 6.2% 5.1% 5.3% 5.3%

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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 24 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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