MyPlanIQ 401k Investor Permanente Dental Associates 401 K Retirement Plan

Permanente Dental Associates 401 K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VIGRX Vanguard Growth Index Inv
Small Growth VEXPX Vanguard Explorer Inv
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VIGRX Vanguard Growth Index Inv
Small Growth VEXPX Vanguard Explorer Inv
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
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
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 3 60 0 0.17% 12.31%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.15%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 3 60 0 0.04% 0.43%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 4.34%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 0%
Average Expense Ratio: 0.13%
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Related Retirement Plans
PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN
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*
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
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