MyPlanIQ HUTCHINSON TECHNOLOGY INCORPORATED 401 K PLAN

HUTCHINSON TECHNOLOGY INCORPORATED 401 K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Funds III: BlackRock Bond Index Fund; Class K Shares
US EQUITY
SMALL VALUE ASVIX American Century Capital Portfolios
LARGE VALUE BAPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Investor A Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares
Target Date 2041-2045 LPHAX BlackRock Funds III: LifePath 2045 Portfolio; Investor A Shares
Target Date 2031-2035 LPJAX BlackRock Funds III: LifePath 2035 Portfolio; Investor A Shares
Target Date 2021-2025 LPBAX BlackRock Funds III: LifePath 2025 Portfolio; Investor A Shares
Target Date 2041-2045 LIHIX BlackRock Funds III: LifePath Index 2045 Portfolio; Institutional Shares
Target Date 2031-2035 LIJIX BlackRock Funds III: LifePath Index 2035 Portfolio; Institutional Shares
Retirement Income LIRIX BlackRock Funds III: LifePath Index Retirement Portfolio; Institutional Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
Target Date 2011-2015 BIPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Class K Shares
Target Date 2021-2025 BAPDX BlackRock Funds II: BlackRock LifePath Active 2025 Portfolio; Investor A Shares
Target Date 2016-2020 LPSCX BlackRock Funds III: LifePath 2020 Portfolio; Class K Shares
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Funds III: BlackRock Bond Index Fund; Class K Shares
US EQUITY
SMALL VALUE ASVIX American Century Capital Portfolios
LARGE VALUE BAPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Investor A Shares
Total Available Funds: 17
  • 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
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 94% 3 60 0 0.34% 3.01%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 92% 3 60 0 0.84% 3.43%
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares 92% 3 60 0 1.04% 4.87%
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares 81% 3 60 0 0.34% 2.98%
Target Date 2041-2045 LPHAX BlackRock Funds III: LifePath 2045 Portfolio; Investor A Shares 56% 3 60 0 0.34% 2.59%
Target Date 2031-2035 LPJAX BlackRock Funds III: LifePath 2035 Portfolio; Investor A Shares 56% 3 60 0 0.34% 2.9%
Target Date 2021-2025 LPBAX BlackRock Funds III: LifePath 2025 Portfolio; Investor A Shares 53% 3 60 0 0.59% 3.3%
Target Date 2041-2045 LIHIX BlackRock Funds III: LifePath Index 2045 Portfolio; Institutional Shares 36% 3 60 0 0.39% 2.11%
Target Date 2031-2035 LIJIX BlackRock Funds III: LifePath Index 2035 Portfolio; Institutional Shares 35% 3 60 0 0.39% 2.18%
Retirement Income LIRIX BlackRock Funds III: LifePath Index Retirement Portfolio; Institutional Shares 15% 3 60 0 0.39% 2.25%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 7.52%
Target Date 2011-2015 BIPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Class K Shares 0% 3 60 0 0.22% 21.35%
Target Date 2021-2025 BAPDX BlackRock Funds II: BlackRock LifePath Active 2025 Portfolio; Investor A Shares 0% 3 60 0 0.57% 24.52%
Target Date 2016-2020 LPSCX BlackRock Funds III: LifePath 2020 Portfolio; Class K Shares 0% 3 60 0 0.47% 7.75%
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock Funds III: BlackRock Bond Index Fund; Class K Shares 96% 3 60 0 0.1% 3.31%
US EQUITY
SMALL VALUE ASVIX American Century Capital Portfolios 89% 3 60 0 1.34% 1.14%
LARGE VALUE BAPBX BlackRock Funds II: BlackRock LifePath Active 2015 Portfolio; Investor A Shares 0% 3 60 0 0.57% 21.13%
Average Expense Ratio: 0.53%
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Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
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10Yr
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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.


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