MyPlanIQ 401k Investor LINDAL CEDAR HOMES INC. 401K PLAN

LINDAL CEDAR HOMES INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VANGUARD REALESTATE INDX SIG
INTERNATIONAL EQUITY
Foreign Large Blend VTSGX VANGUARD TOTAL INTL STK INDEX
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMNT 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMNT 2045
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMNT 2035
FIXED INCOME
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROT. BOND
Intermediate-Term Bond VBMPX VANGUARD TOTAL BND MKT IDX SIG
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE FUND
US EQUITY
MID-CAP BLEND VMISX VANGUARD MID CAP INDEX SIGNAL
LARGE GROWTH VIGSX VANGUARD GROWTH INDEX SIGNAL
SMALL BLEND VSISX VANGUARD SMALL CAP INDEX SIG
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VANGUARD REALESTATE INDX SIG
INTERNATIONAL EQUITY
Foreign Large Blend VTSGX VANGUARD TOTAL INTL STK INDEX
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMNT 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMNT 2045
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMNT 2035
Conservative Allocation VWIAX VANGUARD/WELLESLEY INCOME ADM
Target Date 2046-2050 VFIFX VANGUARD TARGET RETIREMNT 2050
Target Date 2036-2040 VFORX VANGUARD TARGET RETIREMNT 2040
Target Date 2026-2030 VTHRX VANGUARD TARGET RETIREMNT 2030
Target Date 2016-2020 VTWNX VANGUARD TARGET RETIREMNT 2020
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIREMNT 2015
ROOT CASH SCHWAB GOVERNMENT MONEY FUND
FIXED INCOME
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROT. BOND
Intermediate-Term Bond VBMPX VANGUARD TOTAL BND MKT IDX SIG
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE FUND
US EQUITY
MID-CAP BLEND VMISX VANGUARD MID CAP INDEX SIGNAL
LARGE GROWTH VIGSX VANGUARD GROWTH INDEX SIGNAL
SMALL BLEND VSISX VANGUARD SMALL CAP INDEX SIG
LARGE BLEND VIFSX VANGUARD 500 INDEX SIGNAL
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
REAL ESTATE
REAL ESTATE VGSIX VANGUARD REALESTATE INDX SIG 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend VTSGX VANGUARD TOTAL INTL STK INDEX 0% 1 60 0 0.18% 3.08%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMNT 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMNT 2045 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMNT 2035 96% 1 60 0 0.08% 2.34%
Conservative Allocation VWIAX VANGUARD/WELLESLEY INCOME ADM 91% 1 60 0 0.16% 3.46%
Target Date 2046-2050 VFIFX VANGUARD TARGET RETIREMNT 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VANGUARD TARGET RETIREMNT 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANGUARD TARGET RETIREMNT 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VANGUARD TARGET RETIREMNT 2020 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIREMNT 2015 0% 1 60 0 0.08% 2.59%
ROOT CASH SCHWAB GOVERNMENT MONEY FUND 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX VANGUARD INFLATION PROT. BOND 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond VBMPX VANGUARD TOTAL BND MKT IDX SIG 35% 1 60 0 0.03% 2.81%
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE FUND 16% 1 60 0 NA 27.03%
US EQUITY
MID-CAP BLEND VMISX VANGUARD MID CAP INDEX SIGNAL 0% 1 60 0 0.1% 1.26%
LARGE GROWTH VIGSX VANGUARD GROWTH INDEX SIGNAL 0% 1 60 0 0.1% 1.42%
SMALL BLEND VSISX VANGUARD SMALL CAP INDEX SIG 0% 1 60 0 0.16% 1.67%
LARGE BLEND VIFSX VANGUARD 500 INDEX SIGNAL 0% 1 60 0 0.05% 2.03%
Average Expense Ratio: 0.09%
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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 -2.4% 14.5% 4.8% 6.2% 5.3% 7.3%

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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 19 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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