MyPlanIQ 401k Investor REC SILICON INC. 401K AND SAVINGS PLAN

REC SILICON INC. 401K AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JANUS OVERSEAS T
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend OIDYX OPPHMR INTL DIV Y
Others
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010
Retirement Income TRRIX TRP RETIRE INCOME
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE FA STABLE VALUE
Multisector Bond FSRIX FA STRAT INCOME I
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JANUS OVERSEAS T
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend OIDYX OPPHMR INTL DIV Y
Foreign Small/Mid Blend FKSCX FKLN INTL SMCPGR ADV
Others
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010
Retirement Income TRRIX TRP RETIRE INCOME
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045
Moderate Allocation JABAX JANUS BALANCED T
Target Date 2051+ TRRNX TRP RETIREMENT 2055
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050
Conservative Allocation MACJX MFS CONSERV ALLOC R4
Conservative Allocation FTIWX FA ASSET MGR 20% I
Moderate Allocation TRPBX TRP PERS STR BALANCE
Money Market-Taxable cash FID RETIRE MMKT
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE FA STABLE VALUE
Multisector Bond FSRIX FA STRAT INCOME I
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
WORLD BOND TGBAX TMPL GLOBAL BOND ADV
US EQUITY
Small Growth PSCZX PRU/J SMALL CO Z
LARGE BLEND DSPIX DREY BASIC S&P 500
LARGE GROWTH FINSX FA NEW INSIGHTS I
LARGE VALUE ACGMX IVK GRTH & INC Y
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z
LARGE BLEND MITDX MFS MA INV TRUST R4
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS
LARGE GROWTH JACTX JANUS FORTY T
SMALL VALUE JSCVX PERKINS SM CAP VAL T
Mid-Cap Growth HFMTX HARTFORD MIDCAP R5
LARGE VALUE DDFIX INVS DIVRS DIVD INST
Total Available Funds: 37
  • 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 ODVYX OPP DEVELOPING MKT Y 11% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JANUS OVERSEAS T 97% 1 60 0 2.06% 2.7%
Foreign Large Growth TIVRX THORNBURG INT VAL R5 82% 1 60 0 1.16% 1.89%
Foreign Large Blend OIDYX OPPHMR INTL DIV Y 4% 1 60 0 1.46% 13.08%
Foreign Small/Mid Blend FKSCX FKLN INTL SMCPGR ADV 0% 1 60 0 1.55% 111.15%
Others
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030 100% 1 60 0 1.08% 10.48%
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010 100% 1 60 0 0.99% 10.65%
Retirement Income TRRIX TRP RETIRE INCOME 100% 1 60 0 0.34% 2.96%
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025 99% 1 60 0 1.05% 11.24%
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015 98% 1 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020 96% 1 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035 95% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005 95% 1 60 0 0.34% 2.74%
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040 91% 1 60 0 0.6% 7.59%
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045 87% 1 60 0 1.12% 6.6%
Moderate Allocation JABAX JANUS BALANCED T 85% 1 60 0 0.7% 3.12%
Target Date 2051+ TRRNX TRP RETIREMENT 2055 84% 1 60 0 1.14% 5.91%
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050 84% 1 60 0 0.63% 6.57%
Conservative Allocation MACJX MFS CONSERV ALLOC R4 83% 1 60 0 0.84% 2.74%
Conservative Allocation FTIWX FA ASSET MGR 20% I 41% 1 60 0 0.82% 4.97%
Moderate Allocation TRPBX TRP PERS STR BALANCE 41% 1 60 0 0.71% 7.06%
Money Market-Taxable cash FID RETIRE MMKT 0% 1 60 0 NA NA
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE FA STABLE VALUE 95% 1 60 0 NA 27.03%
Multisector Bond FSRIX FA STRAT INCOME I 85% 1 60 0 0.98% 4.28%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 76% 1 60 0 0.83% 3.98%
WORLD BOND TGBAX TMPL GLOBAL BOND ADV 52% 1 60 0 0.64% 4.14%
US EQUITY
Small Growth PSCZX PRU/J SMALL CO Z 87% 1 60 0 0.82% 0.51%
LARGE BLEND DSPIX DREY BASIC S&P 500 82% 1 60 0 0.2% 1.31%
LARGE GROWTH FINSX FA NEW INSIGHTS I 82% 1 60 0 0.7% 0.39%
LARGE VALUE ACGMX IVK GRTH & INC Y 69% 1 60 0 0.79% 1.73%
Mid-Cap Growth PEGZX PRU/J MID CAP GR Z 61% 1 60 0 1.08% 3.11%
LARGE BLEND MITDX MFS MA INV TRUST R4 55% 1 60 0 0.7% 0.95%
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS 54% 1 60 0 1.14% 1.22%
LARGE GROWTH JACTX JANUS FORTY T 52% 1 60 0 1.64% 9.08%
SMALL VALUE JSCVX PERKINS SM CAP VAL T 22% 1 60 0 1.36% 9.58%
Mid-Cap Growth HFMTX HARTFORD MIDCAP R5 19% 1 60 0 0.86% 1.79%
LARGE VALUE DDFIX INVS DIVRS DIVD INST 14% 1 60 0 0.82% 1.98%
Average Expense Ratio: 0.92%
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Description
The plan consists of 37 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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