MyPlanIQ ZAUSNER FOODS CORP AND PARTICIPATING EMPLOYERS SAVINGS PLUS PLAN

ZAUSNER FOODS CORP AND PARTICIPATING EMPLOYERS SAVINGS PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
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
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund Investor Shares 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 3 60 0 0.17% 12.31%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Fund 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares 97% 3 60 0 0.04% 1.35%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.13%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
Model Portfolios

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.