MyPlanIQ 401k Investor Spire Corporation 401(k) Profit Sharing Plan

Spire Corporation 401(k) Profit Sharing Plan Investment Model Portfolios

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INSPIRE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
SPIRE CORPORATION 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate AREAX AllianceBernstein Global Real Estate Investment
INTERNATIONAL EQUITY
WORLD STOCK RSLCX American Funds Small Cap World Fund R3
WORLD STOCK RWICX American Funds Capital World Growth income R3
Others
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund R3
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund R3
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund R3
FIXED INCOME
WORLD BOND RCWCX American Funds Capital World Bond R3
Inflation-Protected Bond PRRRX Pimco Real Return Fund R
High Yield Bond RITCX American Funds High Income Tr R3
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate AREAX AllianceBernstein Global Real Estate Investment
INTERNATIONAL EQUITY
WORLD STOCK RSLCX American Funds Small Cap World Fund R3
WORLD STOCK RWICX American Funds Capital World Growth income R3
Others
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund R3
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund R3
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund R3
Target Date 2021-2025 REDTX American Funds 2024 Target Date Fund R3
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund R3
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund R3
Natural Resources PGNRX Putnam Global Natural Resources Fund R
Long-Short JLSIX Janus Long/Short R
ROOT CASH American Funds Money Mkt Fund R3
FIXED INCOME
WORLD BOND RCWCX American Funds Capital World Bond R3
Inflation-Protected Bond PRRRX Pimco Real Return Fund R
High Yield Bond RITCX American Funds High Income Tr R3
Intermediate-Term Bond RBFCX American Funds Bond Fund of Amer R3
US EQUITY
SMALL VALUE VSOIX Victory Victory Small Company Opportunity
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE BLEND RICCX American Funds Investment Co of Amer R3
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
Global Real Estate AREAX AllianceBernstein Global Real Estate Investment 47% 3 60 0 1.81% 110.24%
INTERNATIONAL EQUITY
WORLD STOCK RSLCX American Funds Small Cap World Fund R3 61% 3 60 0 0.66% 0.38%
WORLD STOCK RWICX American Funds Capital World Growth income R3 61% 3 60 0 0.53% 0.91%
Others
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund R3 75% 3 60 0 1.46% 3.74%
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund R3 74% 3 60 0 0.35% 4.44%
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund R3 73% 3 60 0 0.33% 3.93%
Target Date 2021-2025 REDTX American Funds 2024 Target Date Fund R3 71% 3 60 0 0.32% 5.28%
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund R3 71% 3 60 0 0.32% 5.28%
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund R3 70% 3 60 0 0.3% 5.27%
Natural Resources PGNRX Putnam Global Natural Resources Fund R 21% 3 60 0 1.51% 0.88%
Long-Short JLSIX Janus Long/Short R 0% 3 60 0 3.74% 10.03%
ROOT CASH American Funds Money Mkt Fund R3 0% 1 60 0 NA 2.6%
FIXED INCOME
WORLD BOND RCWCX American Funds Capital World Bond R3 59% 3 60 0 0.99% 2.32%
Inflation-Protected Bond PRRRX Pimco Real Return Fund R 56% 3 60 0 1.37% 1.94%
High Yield Bond RITCX American Funds High Income Tr R3 42% 3 60 0 0.41% 5.08%
Intermediate-Term Bond RBFCX American Funds Bond Fund of Amer R3 38% 3 60 0 0.33% 3.29%
US EQUITY
SMALL VALUE VSOIX Victory Victory Small Company Opportunity 64% 3 60 0 0.85% 0.81%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0.09%
LARGE BLEND RICCX American Funds Investment Co of Amer R3 33% 3 60 0 0.27% 0.54%
Average Expense Ratio: 0.91%
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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 0.1% 5.6% 2.0% 5.7% 5.2% 5.7%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 1.8% 0.0% 4.9% 3.7% 4.2%

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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*
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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(Ticker:SPIR)
The plan consists of 20 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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