MyPlanIQ 401k Investor AMENDED AND RESTATED LIBBEY INC. SUPPLEMENTAL RETIREMENT PLAN

AMENDED AND RESTATED LIBBEY INC. SUPPLEMENTAL RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund,
Foreign Large Value DODFX Dodge & Cox Stock Fund,
Others
Target Date 2016-2020 FFFDX Freedom 2020,
Retirement Income FFFAX Freedom Income,
Target Date 2011-2015 FFVFX Freedom 2015,
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Bond Fund,
Muni National Interm JITAX JP Morgan Intermediate Bond Fund,
US EQUITY
LARGE VALUE TWEIX American Century Investments Equity Income,
LARGE VALUE HAVLX Harbor Large Capital Value Fund,
SMALL VALUE ACVIX American Century Investments Small Capital Value,
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund,
Foreign Large Value DODFX Dodge & Cox Stock Fund,
Others
Target Date 2016-2020 FFFDX Freedom 2020,
Retirement Income FFFAX Freedom Income,
Target Date 2011-2015 FFVFX Freedom 2015,
Target Date 2026-2030 FFFEX Freedom 2030,
Target Date 2036-2040 FFFFX Freedom 2040,
Target Date 2021-2025 FFTWX Freedom 2025,
Target Date 2031-2035 FFTHX Freedom 2035,
Target Date 2050+ FFFHX Freedom 2050,
Target Date 2000-2010 FFFCX Fidelity Freedom 2010,
Target Date 2041-2045 FFFGX Freedom 2045,
ROOT CASH JP Morgan Liquidity Fund,
ROOT CASH JP Morgan Cash Investment Fund,
ROOT CASH JP Morgan U.S. Treasury Money Market,
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Bond Fund,
Muni National Interm JITAX JP Morgan Intermediate Bond Fund,
US EQUITY
LARGE VALUE TWEIX American Century Investments Equity Income,
LARGE VALUE HAVLX Harbor Large Capital Value Fund,
SMALL VALUE ACVIX American Century Investments Small Capital Value,
LARGE GROWTH HACAX Harbor Capital Appreciation Fund,
LARGE GROWTH RGAAX American Funds Growth Fund of America,
US EQUITY AIM AIM,Small Cap Growth,
Total Available Funds: 23
  • 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 HAINX Harbor International Fund, 99% 3 60 0 1.02% 3.59%
Foreign Large Value DODFX Dodge & Cox Stock Fund, 99% 3 60 0 0.52% 2.42%
Others
Target Date 2016-2020 FFFDX Freedom 2020, 98% 3 60 0 0.58% 2.59%
Retirement Income FFFAX Freedom Income, 98% 3 60 0 0.42% 3.09%
Target Date 2011-2015 FFVFX Freedom 2015, 98% 3 60 0 0.54% 2.53%
Target Date 2026-2030 FFFEX Freedom 2030, 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Freedom 2040, 95% 3 60 0 0.64% 1.51%
Target Date 2021-2025 FFTWX Freedom 2025, 95% 3 60 0 0.34% 2.12%
Target Date 2031-2035 FFTHX Freedom 2035, 95% 3 60 0 0.7% 1.76%
Target Date 2050+ FFFHX Freedom 2050, 94% 3 60 0 0.75% 1.45%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010, 92% 3 60 0 0.49% 2.52%
Target Date 2041-2045 FFFGX Freedom 2045, 91% 3 60 0 0.75% 1.45%
ROOT CASH JP Morgan Liquidity Fund, 0% 1 60 0 NA 2.67%
ROOT CASH JP Morgan Cash Investment Fund, 0% 1 60 0 NA 2.67%
ROOT CASH JP Morgan U.S. Treasury Money Market, 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Bond Fund, 93% 3 60 0 0.3% 4.43%
Muni National Interm JITAX JP Morgan Intermediate Bond Fund, 55% 3 60 0 0.3% 3.15%
US EQUITY
LARGE VALUE TWEIX American Century Investments Equity Income, 100% 3 60 0 1.18% 7.68%
LARGE VALUE HAVLX Harbor Large Capital Value Fund, 98% 3 60 0 0.94% 4.56%
SMALL VALUE ACVIX American Century Investments Small Capital Value, 90% 3 60 0 1.34% 1.32%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund, 75% 3 60 0 1.04% 0%
LARGE GROWTH RGAAX American Funds Growth Fund of America, 36% 3 60 0 1.43% 8.56%
US EQUITY AIM AIM,Small Cap Growth, 0% 3 60 0 NA 0%
Average Expense Ratio: 0.73%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 1.4% 6.9% 2.9% 6.8% 5.1% 7.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:LBY)
The plan consists of 23 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.