MyPlanIQ UNITED LAUNCH ALLIANCE 401K SAVINGS PLAN

UNITED LAUNCH ALLIANCE 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2036-2040 TCLOX TIAA-CREF Funds: Lifecycle Funds 2040 Fund; Retirement Class Shares
Target Date 2046-2050 TLFRX TIAA-CREF Funds: Lifecycle Funds 2050 Fund; Retirement Class Shares
Target Date 2026-2030 TCHPX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Premier Class Shares
US EQUITY
LARGE BLEND SVSPX SSgA Funds: SSgA S&P 500 Index Fund
LARGE BLEND EIVAX Wells Fargo Funds Trust: Wells Fargo Advantage Intrinsic Value Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2036-2040 TCLOX TIAA-CREF Funds: Lifecycle Funds 2040 Fund; Retirement Class Shares
Target Date 2046-2050 TLFRX TIAA-CREF Funds: Lifecycle Funds 2050 Fund; Retirement Class Shares
Target Date 2026-2030 TCHPX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Premier Class Shares
US EQUITY
LARGE BLEND SVSPX SSgA Funds: SSgA S&P 500 Index Fund
LARGE BLEND EIVAX Wells Fargo Funds Trust: Wells Fargo Advantage Intrinsic Value Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 8
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.64%
Others
Target Date 2036-2040 TCLOX TIAA-CREF Funds: Lifecycle Funds 2040 Fund; Retirement Class Shares 91% 3 60 0 0.44% 1.32%
Target Date 2046-2050 TLFRX TIAA-CREF Funds: Lifecycle Funds 2050 Fund; Retirement Class Shares 79% 3 60 0 0.6% 0%
Target Date 2026-2030 TCHPX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Premier Class Shares 35% 3 60 0 0.5% 0%
US EQUITY
LARGE BLEND SVSPX SSgA Funds: SSgA S&P 500 Index Fund 75% 3 60 0 0.16% 8.53%
LARGE BLEND EIVAX Wells Fargo Funds Trust: Wells Fargo Advantage Intrinsic Value Fund; Class A Shares 50% 3 60 0 1.36% 2.09%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.64%
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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*
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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
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