MyPlanIQ 401k Investor ADP Mykplan 401k Plans for Small Business

ADP Mykplan 401k Plans for Small Business

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RWR SSgA REIT Index Non-Lending Series Fund
REAL ESTATE FREAX Nuveen Real Estate Secs A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R
Foreign Large Growth THVRX Thornburg International Value R4
INTERNATIONAL EQUITY VGTSX SSgA International Index Securities Lending Series Fund
Others
Moderate Allocation CVTRX Calamos Growth & Income A
World Allocation MDLOX BlackRock Global Allocation Inv A
Technology GITAX Goldman Sachs Technology Tollkeeper A
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RWR SSgA REIT Index Non-Lending Series Fund
REAL ESTATE FREAX Nuveen Real Estate Secs A
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R
Foreign Large Growth THVRX Thornburg International Value R4
INTERNATIONAL EQUITY VGTSX SSgA International Index Securities Lending Series Fund
Others
Moderate Allocation CVTRX Calamos Growth & Income A
World Allocation MDLOX BlackRock Global Allocation Inv A
Technology GITAX Goldman Sachs Technology Tollkeeper A
Technology SLMCX Columbia Seligman Comms & Info A
Equity Energy IENAX Invesco Energy A
ROOT CASH SSgA Cash Seriese U.S. Government Fund
US EQUITY
SMALL BLEND IWM SSgA Russell Small Cap Index Securities Lending Series Fund
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund
SMALL BLEND RYTFX Royce Total Return Svc
LARGE BLEND SVSPX SSgA S&P 500 Index Securiites Lending Series Fund
MID-CAP VALUE VETAX Victory Established Value A
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities A
LARGE VALUE PEYAX Putnam Equity Income A
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
Mid-Cap Growth NBGAX Neuberger Berman Genesis Adv
LARGE GROWTH CSIEX Calvert Equity A
LARGE BLEND OARDX Oppenheimer Rising Dividends A
Mid-Cap Growth FRSLX Nuveen Mid Cap Growth Opp A
MID-CAP VALUE DEFIX Delafield Fund
LARGE VALUE KDCAX DWS Large Cap Value A
FIXED INCOME
Intermediate-Term Bond VBMFX SSgA U.S. Bond Index Securities Lending Series Fund
Intermediate-Term Bond PTTAX PIMCO Total Return A
SHORT GOVERNMENT GSSDX Goldman Sachs Short Dur Govt A
Total Available Funds: 31
  • 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
REAL ESTATE RWR SSgA REIT Index Non-Lending Series Fund 95% 3 60 0 0.25% 3.84%
REAL ESTATE FREAX Nuveen Real Estate Secs A 54% 3 60 0 0.97% 8.3%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.54%
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A 62% 3 60 0 1.15% 1.54%
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R 57% 3 60 0 1.45% 1.55%
Foreign Large Growth THVRX Thornburg International Value R4 25% 3 60 0 1.36% 0.42%
INTERNATIONAL EQUITY VGTSX SSgA International Index Securities Lending Series Fund 16% 3 60 0 0.08% 3.12%
Others
Moderate Allocation CVTRX Calamos Growth & Income A 94% 3 60 0 1.06% 0.59%
World Allocation MDLOX BlackRock Global Allocation Inv A 74% 3 60 0 0.84% 0.2%
Technology GITAX Goldman Sachs Technology Tollkeeper A 47% 3 60 0 0.93% 0%
Technology SLMCX Columbia Seligman Comms & Info A 46% 3 60 0 1.43% 5.19%
Equity Energy IENAX Invesco Energy A 25% 3 60 0 0.92% 0%
ROOT CASH SSgA Cash Seriese U.S. Government Fund 0% 3 60 0 NA 4.14%
US EQUITY
SMALL BLEND IWM SSgA Russell Small Cap Index Securities Lending Series Fund 99% 3 60 0 0.19% 1.33%
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 95% 3 60 0 1.68% 0%
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund 94% 3 60 0 0.05% 1.4%
SMALL BLEND RYTFX Royce Total Return Svc 93% 3 60 0 1.95% 9.42%
LARGE BLEND SVSPX SSgA S&P 500 Index Securiites Lending Series Fund 75% 3 60 0 0.16% 8.53%
MID-CAP VALUE VETAX Victory Established Value A 64% 3 60 0 1.65% 5.83%
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities A 63% 3 60 0 1.41% 0%
LARGE VALUE PEYAX Putnam Equity Income A 59% 3 60 0 1.14% 5.27%
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A 57% 3 60 0 1% 7.02%
Mid-Cap Growth NBGAX Neuberger Berman Genesis Adv 55% 3 60 0 0.84% 0%
LARGE GROWTH CSIEX Calvert Equity A 50% 3 60 0 0.59% 1.81%
LARGE BLEND OARDX Oppenheimer Rising Dividends A 47% 3 60 0 0.63% 0.61%
Mid-Cap Growth FRSLX Nuveen Mid Cap Growth Opp A 39% 3 60 0 0.92% 0%
MID-CAP VALUE DEFIX Delafield Fund 0% 3 60 0 1.25% 0%
LARGE VALUE KDCAX DWS Large Cap Value A 0% 3 60 0 1.02% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX SSgA U.S. Bond Index Securities Lending Series Fund 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
SHORT GOVERNMENT GSSDX Goldman Sachs Short Dur Govt A 55% 3 60 0 0.47% 2.54%
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 1.3% 8.9% 0.9% 4.2% 3.7% 6.2%

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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*
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 5 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income, Emerging Market Equity and Foreign Equity.
ADP www.mykplan.com provides 401k plans for many companies. They are all using funds that are the same or similar to the funds in this plan. 


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