MyPlanIQ 401k Investor HEIDRICK STRUGGLES, INC. 401(k) PROFIT SHARING AND RETIREMENT PLAN

HEIDRICK STRUGGLES, INC. 401(k) PROFIT SHARING AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Growth Fund R-4 Class
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protection Securities Fund Investor Shares
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Investor Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Growth Fund R-4 Class
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protection Securities Fund Investor Shares
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Investor Shares
Mid-Cap Growth HMDYX The Hartford MidCap Fund Y Class
SMALL BLEND HISVX Harbor Small Cap Value Investor Class
Total Available Funds: 16
  • 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 REREX American Funds EuroPacific Growth Fund R-4 Class 56% 3 60 0 0.9% 3.74%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 3 60 0 0.17% 12.31%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protection Securities Fund Investor Shares 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund Investor Shares 94% 3 60 0 0.03% 1.26%
Mid-Cap Growth HMDYX The Hartford MidCap Fund Y Class 91% 3 60 0 0.86% 1.76%
SMALL BLEND HISVX Harbor Small Cap Value Investor Class 36% 3 60 0 0.8% 6.3%
Average Expense Ratio: 0.33%
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Related Retirement Plans
HEIDRICK & STRUGGLES, INC. 401(K) PROFIT SHARING AND RETIREMENT PLAN
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 3.9% 14.8% 1.9% 6.3% 5.8% 7.5%

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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:HSII)
The plan consists of 18 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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