MyPlanIQ 401k Investor NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN

NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Sig
Others
Target Date 2021-2025 VTTVX Schwab Mngd Ret Trust 2025 Cl IV
Target Date 2041-2045 VTIVX Schwab Mngd Ret Trust 2045 Cl IV
Target Date 2031-2035 VTTHX Schwab Mngd Ret Trust 2035 Cl IV
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Si
US EQUITY
LARGE VALUE DODGX Dodge & Cox
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Sig
Others
Target Date 2021-2025 VTTVX Schwab Mngd Ret Trust 2025 Cl IV
Target Date 2041-2045 VTIVX Schwab Mngd Ret Trust 2045 Cl IV
Target Date 2031-2035 VTTHX Schwab Mngd Ret Trust 2035 Cl IV
Moderate Allocation VBAIX Vanguard Balanced Index I
Target Date 2046-2050 VFIFX Schwab Mngd Ret Trust 2050 Cl IV
Target Date 2036-2040 VFORX Schwab Mngd Ret Trust 2040 Cl IV
Target Date 2026-2030 VTHRX Schwab Mngd Ret Trust 2030 Cl IV
Target Date 2016-2020 VTWNX Schwab Mngd Ret Trust 2020 Cl IV
ROOT CASH Schwab Value Advantage Money Instl
Target Date 2011-2015 VTXVX Schwab Mngd Ret Trust 2015 Cl IV
Target Date 2000-2010 VTENX Schwab Mngd Ret Trust 2010 Cl IV
Retirement Income SWARX Schwab Mngd Ret Trust Income Cl IV
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Si
US EQUITY
LARGE VALUE DODGX Dodge & Cox
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index
MID-CAP VALUE TCVIX Touchstone Mid Cap Value Inst
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE BLEND VLCSX Vanguard Large Cap Index Signal
Total Available Funds: 23
  • 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 HAINX Harbor International Institutional 99% 1 60 0 1.02% 3.47%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Sig 0% 1 60 2 0.18% 3.08%
Others
Target Date 2021-2025 VTTVX Schwab Mngd Ret Trust 2025 Cl IV 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Schwab Mngd Ret Trust 2045 Cl IV 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Schwab Mngd Ret Trust 2035 Cl IV 96% 1 60 0 0.08% 2.34%
Moderate Allocation VBAIX Vanguard Balanced Index I 85% 1 60 2 0.06% 2.62%
Target Date 2046-2050 VFIFX Schwab Mngd Ret Trust 2050 Cl IV 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Schwab Mngd Ret Trust 2040 Cl IV 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Schwab Mngd Ret Trust 2030 Cl IV 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Schwab Mngd Ret Trust 2020 Cl IV 66% 1 60 0 0.08% 4.48%
ROOT CASH Schwab Value Advantage Money Instl 0% 0 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Schwab Mngd Ret Trust 2015 Cl IV 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Schwab Mngd Ret Trust 2010 Cl IV 0% 1 60 0 0.17% 0%
Retirement Income SWARX Schwab Mngd Ret Trust Income Cl IV 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Si 0% 1 60 2 0.1% 2.96%
US EQUITY
LARGE VALUE DODGX Dodge & Cox 93% 1 60 0 0.52% 4.95%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 1 60 1 1.29% 6.44%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 75% 1 60 0 1.04% 0%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index 75% 3 60 0 0.1% 0%
MID-CAP VALUE TCVIX Touchstone Mid Cap Value Inst 4% 1 60 0 1.22% 1.15%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 1 60 2 0.16% 1.67%
LARGE BLEND VLCSX Vanguard Large Cap Index Signal 0% 1 60 2 0.1% 1.96%
Average Expense Ratio: 0.35%
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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 2.9% 11.4% 2.6% 6.5% 4.9% 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
The plan consists of 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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