MyPlanIQ 401k Investor Universal Forest Products, Inc. Employees’ Profit Sharing and 401(k) Retirement Plan

Universal Forest Products, Inc. Employees’ Profit Sharing and 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EKZBX Evergreen International Equity Fund
Others
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
FIXED INCOME
Short-Term Bond HIBIX Short interm Bond Fund
Intermediate-Term Bond PTRAX Pimco Total Return Fund
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Assets Fund
LARGE VALUE ACGMX Van Kampen G/I Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EKZBX Evergreen International Equity Fund
Others
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund
Retirement Income TRRIX T. Rowe Price rtmt Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund
FIXED INCOME
Short-Term Bond HIBIX Short interm Bond Fund
Intermediate-Term Bond PTRAX Pimco Total Return Fund
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Assets Fund
LARGE VALUE ACGMX Van Kampen G/I Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
LARGE VALUE HHGTX Union Bond Tr Company Stable Value Fund
Total Available Funds: 14
  • 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 EKZBX Evergreen International Equity Fund 0% 3 60 0 NA NA
Others
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund 97% 3 60 0 0.99% 10.65%
Retirement Income TRRIX T. Rowe Price rtmt Income Fund 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund 78% 3 60 0 0.63% 6.57%
FIXED INCOME
Short-Term Bond HIBIX Short interm Bond Fund 85% 3 60 0 0.75% 3.51%
Intermediate-Term Bond PTRAX Pimco Total Return Fund 66% 3 60 0 0.8% 4.94%
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Assets Fund 96% 3 60 0 0.84% 0%
LARGE VALUE ACGMX Van Kampen G/I Fund 81% 3 60 0 0.79% 1.73%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 15.85%
LARGE VALUE HHGTX Union Bond Tr Company Stable Value Fund 0% 3 60 0 1.03% 0%
Average Expense Ratio: 0.75%
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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 5.6% 17.2% 5.5% 7.9% 7.0% 8.6%

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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(Ticker:UFPI)
The plan consists of 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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