MyPlanIQ 401k Investor PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN

PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN

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Investment Options
Total Available Funds: 62
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Foreign Large Growth OIGYX Oppenheimer International Growth Fund Class Y
Others
ROOT CASH Fidelity Money Market Trust Retirement Money Market Portfolio
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Fund Institutional Shares
Total Available Funds: 62
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Foreign Large Blend HAINX Harbor International Fund Institutional Class
Foreign Large Growth OIGYX Oppenheimer International Growth Fund Class Y
Foreign Large Growth OIGYX Oppenheimer International Growth Fund Class Y
WORLD STOCK TWDAX TMPL WORLD FUND ADV
WORLD STOCK TWDAX TMPL WORLD FUND ADV
Others
ROOT CASH Fidelity Money Market Trust Retirement Money Market Portfolio
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
ROOT CASH Fidelity Money Market Trust Retirement Money Market Portfolio
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Fund Institutional Shares
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Fund Institutional Shares
Intermediate-Term Bond FXNAX Spartan U.S. Bond Index Fund - Institutional Class
Intermediate-Term Bond FXNAX Spartan U.S. Bond Index Fund - Institutional Class
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Portfolio—Class C
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Portfolio—Class C
SHORT GOVERNMENT STABLEVALUE ING Stable Value Account
SHORT GOVERNMENT STABLEVALUE ING Stable Value Account
US EQUITY
SMALL VALUE VISVX LOOMIS SM CAP VAL I
SMALL VALUE VISVX LOOMIS SM CAP VAL I
LARGE GROWTH MLAIX MainStay Large Cap Growth Fund Class I
LARGE GROWTH MLAIX MainStay Large Cap Growth Fund Class I
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Institutional Class
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Institutional Class
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund Institutional Class
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund Institutional Class
LARGE VALUE AADEX American Beacon Large Cap Value Fund Class Institutional
LARGE VALUE AADEX American Beacon Large Cap Value Fund Class Institutional
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FCNKX FID CONTRAFUND K
Mid-Cap Growth SCSDX WFA COMMON STOCK IS
Mid-Cap Growth SCSDX WFA COMMON STOCK IS
Small Growth PJSQX Prudential Jennison Small Company Fund Class Q
Small Growth PJSQX Prudential Jennison Small Company Fund Class Q
LARGE BLEND FXSIX Spartan 500 Index Fund - Institutional Class
LARGE BLEND FXSIX Spartan 500 Index Fund - Institutional Class
Total Available Funds: 62
  • 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 Fund Institutional Class 99% 1 60 0 1.02% 3.47%
Foreign Large Blend HAINX Harbor International Fund Institutional Class 99% 1 60 0 1.02% 3.47%
Foreign Large Growth OIGYX Oppenheimer International Growth Fund Class Y 92% 1 60 0 1.1% 0.87%
Foreign Large Growth OIGYX Oppenheimer International Growth Fund Class Y 92% 1 60 0 1.1% 0.87%
WORLD STOCK TWDAX TMPL WORLD FUND ADV 70% 1 60 0 0.81% 0.46%
WORLD STOCK TWDAX TMPL WORLD FUND ADV 70% 1 60 0 0.81% 0.46%
Others
ROOT CASH Fidelity Money Market Trust Retirement Money Market Portfolio 0% 1 60 0 NA 4.14%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
ROOT CASH Fidelity Money Market Trust Retirement Money Market Portfolio 0% 1 60 0 NA 4.14%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Fund Institutional Shares 96% 1 60 0 0.81% 3.45%
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Fund Institutional Shares 96% 1 60 0 0.81% 3.45%
Intermediate-Term Bond FXNAX Spartan U.S. Bond Index Fund - Institutional Class 31% 1 60 0 0.03% 2.4%
Intermediate-Term Bond FXNAX Spartan U.S. Bond Index Fund - Institutional Class 31% 1 60 0 0.03% 2.4%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Portfolio—Class C 16% 1 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Portfolio—Class C 16% 1 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE ING Stable Value Account 16% 1 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE ING Stable Value Account 16% 1 60 0 NA 27.03%
US EQUITY
SMALL VALUE VISVX LOOMIS SM CAP VAL I 100% 1 60 0 0.06% 1.97%
SMALL VALUE VISVX LOOMIS SM CAP VAL I 100% 1 60 0 0.06% 1.97%
LARGE GROWTH MLAIX MainStay Large Cap Growth Fund Class I 90% 1 60 0 1.33% 0%
LARGE GROWTH MLAIX MainStay Large Cap Growth Fund Class I 90% 1 60 0 1.33% 0%
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Institutional Class 88% 1 60 0 0.83% 0%
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund Institutional Class 88% 1 60 0 0.83% 0%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund Institutional Class 86% 1 60 0 1.14% 1.22%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Fund Institutional Class 86% 1 60 0 1.14% 1.22%
LARGE VALUE AADEX American Beacon Large Cap Value Fund Class Institutional 78% 1 60 0 0.94% 1.65%
LARGE VALUE AADEX American Beacon Large Cap Value Fund Class Institutional 78% 1 60 0 0.94% 1.65%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
Mid-Cap Growth SCSDX WFA COMMON STOCK IS 3% 1 60 0 0.83% 3.37%
Mid-Cap Growth SCSDX WFA COMMON STOCK IS 3% 1 60 0 0.83% 3.37%
Small Growth PJSQX Prudential Jennison Small Company Fund Class Q 2% 1 60 0 0.82% 0.61%
Small Growth PJSQX Prudential Jennison Small Company Fund Class Q 2% 1 60 0 0.82% 0.61%
LARGE BLEND FXSIX Spartan 500 Index Fund - Institutional Class 0% 1 60 0 0.04% 0%
LARGE BLEND FXSIX Spartan 500 Index Fund - Institutional Class 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.63%
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Related Retirement Plans
PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN
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 11.2% 30.7% 9.6% 11.2% 7.8% 8.6%

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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 31 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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