MyPlanIQ 401k Investor Macatawa Bank 401(k) Plan

Macatawa Bank 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth JAOSX Janus Overseas Fund
Foreign Large Blend UMBWX UMB Scout International Fund
Others
Moderate Allocation CTFAX Columbia Acorn Fund
Conservative Allocation PRSIX T. Rowe Price Retirement PS Income Fund
Moderate Allocation TRPBX T. Rowe Price Retirement PS Balanced Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-term Investment
Intermediate Government FGOVX Fidelity Investments Government Income Fund
Long-Term Bond VBLTX Vanguard Long-term Bond Index Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth JAOSX Janus Overseas Fund
Foreign Large Blend UMBWX UMB Scout International Fund
Others
Moderate Allocation CTFAX Columbia Acorn Fund
Conservative Allocation PRSIX T. Rowe Price Retirement PS Income Fund
Moderate Allocation TRPBX T. Rowe Price Retirement PS Balanced Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund
Moderate Allocation VALIX Value Line Income Growth Fund
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 Fund
ROOT CASH Northern Tr Corporation Money Mkt Fund
ROOT CASH Dreyfus Cash Management
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-term Investment
Intermediate Government FGOVX Fidelity Investments Government Income Fund
Long-Term Bond VBLTX Vanguard Long-term Bond Index Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
Small Growth RYVPX Royce Value Plus Svc Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE BLEND TRSGX T. Rowe Price Retirement PS Growth Fund
MID-CAP VALUE RRMVX T. Rowe Price Retirement Mid Cap Fund
SMALL BLEND NBGNX Neuberger Berman Genesis Investor Fund
SMALL VALUE PNVRX Allianz Small Cap Value Fund
MID-CAP VALUE RSCMX Riversource Mid Cap Value Fund
LARGE BLEND FUSVX Fidelity Investments Spartan U.S. Equity Index Fund
Total Available Funds: 26
  • 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 Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Growth JAOSX Janus Overseas Fund 95% 3 60 0 2.06% 2.7%
Foreign Large Blend UMBWX UMB Scout International Fund 0% 3 60 0 0.95% 2.91%
Others
Moderate Allocation CTFAX Columbia Acorn Fund 95% 3 60 0 0.85% 2.47%
Conservative Allocation PRSIX T. Rowe Price Retirement PS Income Fund 92% 3 60 0 0.67% 3.7%
Moderate Allocation TRPBX T. Rowe Price Retirement PS Balanced Fund 84% 3 60 0 0.71% 7.06%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 78% 3 60 0 0.63% 6.57%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund 65% 3 60 0 0.6% 7.3%
Moderate Allocation VALIX Value Line Income Growth Fund 63% 3 60 0 1.07% 0.76%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 Fund 63% 3 60 0 1.08% 10.31%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 Fund 60% 3 60 0 0.78% 11.68%
ROOT CASH Northern Tr Corporation Money Mkt Fund 0% 1 60 0 NA 4.14%
ROOT CASH Dreyfus Cash Management 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-term Investment 99% 3 60 0 0.1% 3.28%
Intermediate Government FGOVX Fidelity Investments Government Income Fund 91% 3 60 0 0.76% 1.87%
Long-Term Bond VBLTX Vanguard Long-term Bond Index Fund 0% 3 60 0 0.15% 3.31%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund 100% 3 60 0 0% 0%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund 97% 3 60 0 0.04% 1.35%
Small Growth RYVPX Royce Value Plus Svc Fund 97% 3 60 0 1.24% 0%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
LARGE BLEND TRSGX T. Rowe Price Retirement PS Growth Fund 88% 3 60 0 0.76% 6.57%
MID-CAP VALUE RRMVX T. Rowe Price Retirement Mid Cap Fund 60% 3 60 0 0.83% 7.28%
SMALL BLEND NBGNX Neuberger Berman Genesis Investor Fund 24% 3 60 0 0.84% 0%
SMALL VALUE PNVRX Allianz Small Cap Value Fund 0% 3 60 0 1.43% 0.94%
MID-CAP VALUE RSCMX Riversource Mid Cap Value Fund 0% 3 60 0 0.91% 1.07%
LARGE BLEND FUSVX Fidelity Investments Spartan U.S. Equity Index Fund 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.73%
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Related Retirement Plans
MACATAWA BANK 401(K) 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 -3.5% -6.1% 1.2% 1.2% 6.7% 5.9%

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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:MCBC)
The plan consists of 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Macatawa Bank Corporation (Ticker:MCBC) has the "Macatawa Bank 401(k) Plan".


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