MyPlanIQ 401k Investor PROMEDICA HEALTH SYSTEM INC. 401K PLAN

PROMEDICA HEALTH SYSTEM INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge&Cox International Stock
Foreign Large Growth BIGIX William Blair International Growth Fund
Others
Target Date 2036-2040 TRRDX Retirement 2040 Fund
Target Date 2026-2030 TRRCX Retirement 2030 Fund
Target Date 2016-2020 TRRBX Retirement 2020 Fund
US EQUITY
Small Growth BUFSX Buffalo Small Cap Fund
LARGE VALUE AADEX American Beacon Large Cap Value
LARGE BLEND VINIX Vanguard Institutional Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge&Cox International Stock
Foreign Large Growth BIGIX William Blair International Growth Fund
Others
Target Date 2036-2040 TRRDX Retirement 2040 Fund
Target Date 2026-2030 TRRCX Retirement 2030 Fund
Target Date 2016-2020 TRRBX Retirement 2020 Fund
Target Date 2011-2015 TRRGX Retirement 2015 Fund
Target Date 2000-2010 TRRFX Retirement 2005 Fund
Target Date 2031-2035 TRRJX Retirement 2035 Fund
Target Date 2041-2045 TRRKX Retirement 2045 Fund
Target Date 2050+ TRRNX Retirement 2055 Fund
Retirement Income TRRIX Retirement Income Fund
Target Date 2000-2010 RRTAX Retirement 2010 Fund
Target Date 2050+ RRTFX Retirement 2050 Fund
Target Date 2021-2025 RRTNX Retirement 2025 Fund
ROOT ASOIX American Beacon Small Cap Value
US EQUITY
Small Growth BUFSX Buffalo Small Cap Fund
LARGE VALUE AADEX American Beacon Large Cap Value
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional
Total Available Funds: 21
  • 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 99% 3 60 0 0.52% 2.42%
Foreign Large Growth BIGIX William Blair International Growth Fund 79% 3 60 0 0.99% 3.58%
Others
Target Date 2036-2040 TRRDX Retirement 2040 Fund 100% 3 60 0 0.6% 5.91%
Target Date 2026-2030 TRRCX Retirement 2030 Fund 100% 3 60 0 1.08% 6.35%
Target Date 2016-2020 TRRBX Retirement 2020 Fund 100% 3 60 0 0.78% 6.84%
Target Date 2011-2015 TRRGX Retirement 2015 Fund 100% 3 60 0 0.76% 5.61%
Target Date 2000-2010 TRRFX Retirement 2005 Fund 100% 3 60 0 0.34% 4.34%
Target Date 2031-2035 TRRJX Retirement 2035 Fund 97% 3 60 0 0.84% 4.95%
Target Date 2041-2045 TRRKX Retirement 2045 Fund 96% 3 60 0 1.12% 4.73%
Target Date 2050+ TRRNX Retirement 2055 Fund 93% 3 60 0 1.14% 4.13%
Retirement Income TRRIX Retirement Income Fund 91% 3 60 0 0.34% 4.38%
Target Date 2000-2010 RRTAX Retirement 2010 Fund 67% 3 60 0 0.99% 3.97%
Target Date 2050+ RRTFX Retirement 2050 Fund 60% 3 60 0 0.63% 4.46%
Target Date 2021-2025 RRTNX Retirement 2025 Fund 43% 3 60 0 1.05% 6.37%
ROOT ASOIX American Beacon Small Cap Value 0% 3 60 0 NA 4.05%
US EQUITY
Small Growth BUFSX Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
LARGE VALUE AADEX American Beacon Large Cap Value 78% 3 60 0 0.94% 5.74%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 3.37%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 0%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index 72% 3 60 0 0.04% 1.81%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional 97% 3 60 0 0.83% 3.99%
Average Expense Ratio: 0.75%
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Related Retirement Plans
PROMEDICA HEALTH SYSTEM, INC. 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 1.4% 8.8% 4.6% 10.7% 7.1% 9.3%

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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 for Portfolio Details or Follow 5.3% 14.1% 1.8% 7.4% 6.8% 8.4%

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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 22 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

ProMedica Health System, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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