MyPlanIQ 401k Investor Bank of Granite Employees Savings Profit Sharing Plan

Bank of Granite Employees Savings Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DNY SSGA Security Lending Fund Common Collective Tr Fund
REAL ESTATE SSREX SSGA REIT Index Non-Lending Series Fund Common Collective Tr Fund
REAL ESTATE DNY SSGA Government STIF Fund Common Collective Tr Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA Daily EAFE Index SL Series Common Collective Tr Fund
Others
ROOT JMIDX SSGA Target rtmt Fund 2025 SL Series Common Collective Tr Fund
ROOT JMIDX SSGA Target rtmt Fund 2035 SL Series Common Collective Tr Fund
ROOT JMIDX SSGA Target rtmt Fund 2045 SL Series Common Collective Tr Fund
US EQUITY
SMALL BLEND IWM SSGA Russell 2000 Index SL Series Fund Common Collective Tr Fund
LARGE BLEND SVSPX SSGA S P Value Index SL Fund Common Collective Tr Fund
LARGE BLEND SVSPX SSGA S P 500 Growth Index SL Fund Common Collective Tr Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DNY SSGA Security Lending Fund Common Collective Tr Fund
REAL ESTATE SSREX SSGA REIT Index Non-Lending Series Fund Common Collective Tr Fund
REAL ESTATE DNY SSGA Government STIF Fund Common Collective Tr Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA Daily EAFE Index SL Series Common Collective Tr Fund
Others
ROOT JMIDX SSGA Target rtmt Fund 2025 SL Series Common Collective Tr Fund
ROOT JMIDX SSGA Target rtmt Fund 2035 SL Series Common Collective Tr Fund
ROOT JMIDX SSGA Target rtmt Fund 2045 SL Series Common Collective Tr Fund
unknown asset name P_2367 SSGA Conservative Strategic Balanced SL Fund Common Collective Tr Fund
unknown asset name P_2367 SSGA Moderate Strategic Balanced SL Fund Common Collective Tr Fund
unknown asset name P_2367 SSGA Aggressive Strategic Balanced SL Fund Common Collective Tr Fund
unknown asset name P_6137 SSGA NASDAQ 100 Index Non-Lending Fund Common Collective Tr Fund
EQUITY PSS SSGA STIF Common Collective Tr Fund
US EQUITY
SMALL BLEND IWM SSGA Russell 2000 Index SL Series Fund Common Collective Tr Fund
LARGE BLEND SVSPX SSGA S P Value Index SL Fund Common Collective Tr Fund
LARGE BLEND SVSPX SSGA S P 500 Growth Index SL Fund Common Collective Tr Fund
LARGE BLEND SVSPX SSGA S P 500 Flagship SL Series Common Collective Tr Fund
LARGE BLEND SVSPX SSGA Passive Bond Mkt Index SL Series Common Collective Tr Fund
LARGE BLEND SVSPX SSGA S P Midcap Index SL Series Common Collective Tr Fund
FIXED INCOME
Muni National Interm NUV SSGA Pentegra Stable Value Fund Common Collective Tr Fund
Intermediate Government LUTAX SSGA Long US Treasury Index SL Series Common Collective Tr Fund
Total Available Funds: 20
  • 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 DNY SSGA Security Lending Fund Common Collective Tr Fund 0% 3 60 0 NA 0%
REAL ESTATE SSREX SSGA REIT Index Non-Lending Series Fund Common Collective Tr Fund 0% 3 60 0 1% 0%
REAL ESTATE DNY SSGA Government STIF Fund Common Collective Tr Fund 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSGA Daily EAFE Index SL Series Common Collective Tr Fund 100% 3 60 0 0.33% 2.9%
Others
ROOT JMIDX SSGA Target rtmt Fund 2025 SL Series Common Collective Tr Fund 0% 3 60 0 NA 1.42%
ROOT JMIDX SSGA Target rtmt Fund 2035 SL Series Common Collective Tr Fund 0% 3 60 0 NA 1.42%
ROOT JMIDX SSGA Target rtmt Fund 2045 SL Series Common Collective Tr Fund 0% 3 60 0 NA 1.42%
unknown asset name P_2367 SSGA Conservative Strategic Balanced SL Fund Common Collective Tr Fund 0% 3 60 0 NA NA
unknown asset name P_2367 SSGA Moderate Strategic Balanced SL Fund Common Collective Tr Fund 0% 3 60 0 NA NA
unknown asset name P_2367 SSGA Aggressive Strategic Balanced SL Fund Common Collective Tr Fund 0% 3 60 0 NA NA
unknown asset name P_6137 SSGA NASDAQ 100 Index Non-Lending Fund Common Collective Tr Fund 0% 3 60 0 NA NA
EQUITY PSS SSGA STIF Common Collective Tr Fund 0% 3 60 0 NA 0%
US EQUITY
SMALL BLEND IWM SSGA Russell 2000 Index SL Series Fund Common Collective Tr Fund 99% 3 60 0 0.19% 1.33%
LARGE BLEND SVSPX SSGA S P Value Index SL Fund Common Collective Tr Fund 75% 3 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSGA S P 500 Growth Index SL Fund Common Collective Tr Fund 75% 3 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSGA S P 500 Flagship SL Series Common Collective Tr Fund 75% 3 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSGA Passive Bond Mkt Index SL Series Common Collective Tr Fund 75% 3 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSGA S P Midcap Index SL Series Common Collective Tr Fund 75% 3 60 0 0.16% 8.53%
FIXED INCOME
Muni National Interm NUV SSGA Pentegra Stable Value Fund Common Collective Tr Fund 81% 3 60 0 NA 4.16%
Intermediate Government LUTAX SSGA Long US Treasury Index SL Series Common Collective Tr Fund 33% 3 60 0 0.17% 2.43%
Average Expense Ratio: 0.37%
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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(Ticker:GRAN)
The plan consists of 20 funds. It covers 4 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.


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