MyPlanIQ 401k Investor SAS 401K PLAN AND TRUST

SAS 401K PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
Others
Technology FSPTX Fidelity Select Technology
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond PTTDX PIMCO Total Return D
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv
Others
Technology FSPTX Fidelity Select Technology
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
ROOT CASH Federated UST Cash Reserve
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond PTTDX PIMCO Total Return D
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I
LARGE BLEND ANCFX American Funds Fundamental Investors A
SMALL BLEND NBGNX Neuberger Berman Genesis Inv
Small Growth PAMAX Virtus Small-Cap Growth A
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 Blend FDVAX Fidelity Advisor Diversified Intl A 38% 1 60 0 0.91% 4.13%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Inv 0% 1 60 0 0.2% 2.88%
Others
Technology FSPTX Fidelity Select Technology 73% 1 60 0 0.7% 0%
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A 73% 1 60 0 1% 1.37%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 67% 1 60 0 1.25% 1.47%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 1 60 0 0.96% 1.6%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 64% 1 60 0 0.49% 2.54%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 1 60 0 1.62% 2.01%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 1 60 0 1.54% 2.45%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 62% 1 60 0 1.47% 2.56%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 1 60 0 0.66% 1.83%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 57% 1 60 0 1.75% 1.27%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 1 60 0 0.51% 2.24%
ROOT CASH Federated UST Cash Reserve 0% 0 60 0 NA 2.66%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 1 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 1 60 0 0.15% 3.3%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 1 60 0 0.75% 3.67%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 1 60 0 0% 3.93%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 1 60 0 0.19% 2.38%
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl 88% 1 60 0 1.16% 6.46%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 1 60 0 0.05% 1.75%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 1 60 0 0.02% 3.37%
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I 69% 1 60 0 1.91% 11.49%
LARGE BLEND ANCFX American Funds Fundamental Investors A 53% 1 60 0 0.28% 6.45%
SMALL BLEND NBGNX Neuberger Berman Genesis Inv 24% 1 60 0 0.84% 3.28%
Small Growth PAMAX Virtus Small-Cap Growth A 0% 1 60 0 NA 0%
Average Expense Ratio: 0.79%
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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 1.5% 8.9% 4.4% 9.0% 6.0% 7.8%

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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
The plan consists of 27 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Here is info from a user:

The assets are listed below.  All have a 30-day hold on purchased assets.   The plan uses a number of lifetime assets called PYR COR LFC and none have symbols so I substituted the Fidelity assets.



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