MyPlanIQ 401k Investor Plumas Bank 401 (k) Profit Sharing Plan

Plumas Bank 401 (k) Profit Sharing Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth Fund
Others
Moderate Allocation ACESX Van Kampen Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Adv Small Cap Fund
LARGE BLEND PDSIX Dryden Stock Index Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth Fund
Others
Moderate Allocation ACESX Van Kampen Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Adv Small Cap Fund
LARGE BLEND PDSIX Dryden Stock Index Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Fund
LARGE GROWTH PJGRX Jennison Growth Fund
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund
Mid-Cap Growth JDERX Jennison Mid Cap Growth Fund
LARGE BLEND NYVRX Davis NY Venture Fund
SMALL VALUE PNVRX Allianz NIJ Small Cap Fund
Total Available Funds: 11
  • 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 RERFX Euro Pacific Growth Fund 33% 3 60 0 0.84% 1.86%
Others
Moderate Allocation ACESX Van Kampen Equity Income Fund 75% 3 60 0 1.04% 1.23%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 76% 3 60 0 0.83% 3.98%
US EQUITY
SMALL BLEND FSCIX Fidelity Adv Small Cap Fund 90% 3 60 0 2.15% 4.01%
LARGE BLEND PDSIX Dryden Stock Index Fund 79% 3 60 0 0.19% 1.32%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Fund 70% 3 60 0 0.82% 4.25%
LARGE GROWTH PJGRX Jennison Growth Fund 57% 3 60 0 0.58% 9.19%
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund 52% 3 60 0 0.63% 0.75%
Mid-Cap Growth JDERX Jennison Mid Cap Growth Fund 47% 3 60 0 1.08% 5.28%
LARGE BLEND NYVRX Davis NY Venture Fund 24% 3 60 0 1.75% 7.81%
SMALL VALUE PNVRX Allianz NIJ Small Cap Fund 0% 3 60 0 1.43% 0.94%
Average Expense Ratio: 1.03%
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Related Retirement Plans
PLUMAS BANK 401(K) PROFIT SHARING 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 5.1% 17.0% 0.5% 5.3% 4.8% 6.9%

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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:PLBC)
The plan consists of 11 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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