MyPlanIQ 401k Investor CENTREC CONSULTING GROUP LLC 401K Plan

CENTREC CONSULTING GROUP LLC 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
WORLD STOCK RSLCX American Funds SMALLCAP World R3
WORLD STOCK RWICX American Funds Capital World G/I R3
Others
Moderate Allocation RLBCX American Funds American Balanced R3
Target Date 2051+ RCMTX American Funds Trgt Date Ret 2055 R3
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3
FIXED INCOME
WORLD BOND RCWCX American Funds Capital World Bond R3
Short-Term Bond RBOCX American Funds Interm Bd Fd of Amer R3
High Yield Bond RITCX American Funds American Hi Inc Tr R3
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
WORLD STOCK RSLCX American Funds SMALLCAP World R3
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Moderate Allocation RLBCX American Funds American Balanced R3
Target Date 2051+ RCMTX American Funds Trgt Date Ret 2055 R3
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3
Target Date 2021-2025 RCDTX American Funds Trgt Date Ret 2025 R3
Target Date 2031-2035 RCFTX American Funds Trgt Date Ret 2035 R3
Target Date 2041-2045 RCHTX American Funds Trgt Date Ret 2045 R3
Target Date 2000-2010 RCATX American Funds Trgt Date Ret 2010 R3
Target Date 2026-2030 RCETX American Funds Trgt Date Ret 2030 R3
Target Date 2036-2040 RCKTX American Funds Trgt Date Ret 2040 R3
Target Date 2016-2020 RCCTX American Funds Trgt Date Ret 2020 R3
Target Date 2011-2015 RCJTX American Funds Trgt Date Ret 2015 R3
ROOT CASH American Funds Money Market Fund R3
FIXED INCOME
WORLD BOND RCWCX American Funds Capital World Bond R3
Short-Term Bond RBOCX American Funds Interm Bd Fd of Amer R3
High Yield Bond RITCX American Funds American Hi Inc Tr R3
Intermediate-Term Bond RBFCX American Funds Bond Fund of Amer R3
Intermediate Government RGVCX American Funds US Government Sec R3
US EQUITY
LARGE VALUE RMFCX American Funds American Mutual R3
LARGE GROWTH RAFCX American Funds AMCAP R3
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE VALUE RWMCX American Funds Washington Mutual R3
LARGE BLEND RICCX American Funds Invmt Co of America R3
Total Available Funds: 27
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3 52% 3 60 0 1.03% 2.41%
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3 63% 3 60 0 1.47% 5.54%
WORLD STOCK RSLCX American Funds SMALLCAP World R3 62% 3 60 0 0.66% 0.51%
WORLD STOCK RWICX American Funds Capital World G/I R3 61% 3 60 0 0.53% 3.44%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 55% 3 60 0 0.9% 3.41%
Others
Moderate Allocation RLBCX American Funds American Balanced R3 63% 3 60 0 0.31% 2.25%
Target Date 2051+ RCMTX American Funds Trgt Date Ret 2055 R3 41% 3 60 0 0.38% 2.19%
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3 36% 3 60 0 0.69% 3.46%
Target Date 2021-2025 RCDTX American Funds Trgt Date Ret 2025 R3 18% 3 60 0 0.32% 2.88%
Target Date 2031-2035 RCFTX American Funds Trgt Date Ret 2035 R3 17% 3 60 0 0.35% 2.53%
Target Date 2041-2045 RCHTX American Funds Trgt Date Ret 2045 R3 15% 3 60 0 0.72% 2.43%
Target Date 2000-2010 RCATX American Funds Trgt Date Ret 2010 R3 15% 3 60 0 0.28% 3.24%
Target Date 2026-2030 RCETX American Funds Trgt Date Ret 2030 R3 15% 3 60 0 0.33% 2.56%
Target Date 2036-2040 RCKTX American Funds Trgt Date Ret 2040 R3 13% 3 60 0 1.46% 2.47%
Target Date 2016-2020 RCCTX American Funds Trgt Date Ret 2020 R3 10% 3 60 0 0.3% 6.06%
Target Date 2011-2015 RCJTX American Funds Trgt Date Ret 2015 R3 9% 3 60 0 0.3% 3.27%
ROOT CASH American Funds Money Market Fund R3 0% 3 60 0 NA 2.67%
FIXED INCOME
WORLD BOND RCWCX American Funds Capital World Bond R3 58% 3 60 0 0.99% 2.47%
Short-Term Bond RBOCX American Funds Interm Bd Fd of Amer R3 46% 3 60 0 0.29% 3.37%
High Yield Bond RITCX American Funds American Hi Inc Tr R3 42% 3 60 0 0.41% 6.51%
Intermediate-Term Bond RBFCX American Funds Bond Fund of Amer R3 38% 3 60 0 0.33% 3.57%
Intermediate Government RGVCX American Funds US Government Sec R3 35% 3 60 0 0.24% 3.56%
US EQUITY
LARGE VALUE RMFCX American Funds American Mutual R3 48% 3 60 0 0.38% 3.63%
LARGE GROWTH RAFCX American Funds AMCAP R3 40% 3 60 0 0.49% 3.36%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 8.34%
LARGE VALUE RWMCX American Funds Washington Mutual R3 35% 3 60 0 0.26% 6.37%
LARGE BLEND RICCX American Funds Invmt Co of America R3 33% 3 60 0 0.27% 5.3%
Average Expense Ratio: 0.54%
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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 0.5% 10.1% 3.1% 8.1% 5.6% 7.6%

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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 27 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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