MyPlanIQ 401k Investor Friendly Ford 401(k) Retirement Plan

Friendly Ford 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX prin intl emerg markets sa-r6
INTERNATIONAL EQUITY
Foreign Large Blend PINPX prin diversified intl sa-r6
Others
Target Date 2050+ PTEFX prin lifetime 2050 sep acct-r6
Target Date 2036-2040 PTDPX prin lifetime 2040 sep acct-r6
Target Date 2026-2030 PTCPX prin lifetime 2030 sep acct-r6
FIXED INCOME
Inflation-Protected Bond PIFSX prin u.s. property sep acct-r6
Intermediate-Term Bond PBMPX prin bond and mortgage sa-r6
Muni National Long PTEAX prin bond emph bal sep acct-r6
US EQUITY
MID-CAP BLEND PMBPX prin mid cap blend sep acct-r6
MID-CAP VALUE PABVX prin midcap value i sa-r6
SMALL BLEND PSSPX prin intl smallcap sep acct-r6
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX prin intl emerg markets sa-r6
INTERNATIONAL EQUITY
Foreign Large Blend PINPX prin diversified intl sa-r6
Others
Target Date 2050+ PTEFX prin lifetime 2050 sep acct-r6
Target Date 2036-2040 PTDPX prin lifetime 2040 sep acct-r6
Target Date 2026-2030 PTCPX prin lifetime 2030 sep acct-r6
Target Date 2016-2020 PTBPX prin lifetime 2020 sep acct-r6
Retirement Income PLSPX prin lifetime strat inc sa-r6
Target Date 2000-2010 PTAPX prin lifetime 2010 sep acct-r6
FIXED INCOME
Inflation-Protected Bond PIFSX prin u.s. property sep acct-r6
Intermediate-Term Bond PBMPX prin bond and mortgage sa-r6
Muni National Long PTEAX prin bond emph bal sep acct-r6
Intermediate Government PRCMX prin govt & ho bond sa-r6
US EQUITY
MID-CAP BLEND PMBPX prin mid cap blend sep acct-r6
MID-CAP VALUE PABVX prin midcap value i sa-r6
SMALL BLEND PSSPX prin intl smallcap sep acct-r6
SMALL BLEND PSBPX prin smcap blend sep acct -r6
SMALL VALUE PLARX prin smallcap value ii sa-r6
LARGE BLEND PLFPX prin lgcap s&p 500 index sa-r6
Mid-Cap Growth PPQPX prin midcap growth iii sa-r6
LARGE VALUE PPSRX prin largecap value iii sa-r6
Small Growth PPMPX prin smallcap growth ii sa-r6
LARGE BLEND PPZPX prin largecap blend ii sa-r6
LARGE GROWTH PDPPX prin lgcap growth sep acct-r6
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX prin intl emerg markets sa-r6 90% 3 60 0 1.11% 1.14%
INTERNATIONAL EQUITY
Foreign Large Blend PINPX prin diversified intl sa-r6 88% 3 60 0 0.78% 0.72%
Others
Target Date 2050+ PTEFX prin lifetime 2050 sep acct-r6 99% 3 60 0 1.04% 1.35%
Target Date 2036-2040 PTDPX prin lifetime 2040 sep acct-r6 93% 3 60 0 1% 1.65%
Target Date 2026-2030 PTCPX prin lifetime 2030 sep acct-r6 91% 3 60 0 1.45% 2.1%
Target Date 2016-2020 PTBPX prin lifetime 2020 sep acct-r6 88% 3 60 0 0.91% 2.54%
Retirement Income PLSPX prin lifetime strat inc sa-r6 83% 3 60 0 1.4% 4.54%
Target Date 2000-2010 PTAPX prin lifetime 2010 sep acct-r6 0% 3 60 0 0.72% 7.25%
FIXED INCOME
Inflation-Protected Bond PIFSX prin u.s. property sep acct-r6 76% 3 60 0 0.39% 5.92%
Intermediate-Term Bond PBMPX prin bond and mortgage sa-r6 74% 3 60 0 0.88% 3.01%
Muni National Long PTEAX prin bond emph bal sep acct-r6 27% 3 60 0 0.49% 2.8%
Intermediate Government PRCMX prin govt & ho bond sa-r6 17% 3 60 0 0.53% 2.24%
US EQUITY
MID-CAP BLEND PMBPX prin mid cap blend sep acct-r6 89% 3 60 0 0.94% 2.57%
MID-CAP VALUE PABVX prin midcap value i sa-r6 79% 3 60 0 0.7% 6.39%
SMALL BLEND PSSPX prin intl smallcap sep acct-r6 77% 3 60 0 0.54% 9.35%
SMALL BLEND PSBPX prin smcap blend sep acct -r6 73% 3 60 0 1.19% 0.25%
SMALL VALUE PLARX prin smallcap value ii sa-r6 73% 3 60 0 1.31% 10.08%
LARGE BLEND PLFPX prin lgcap s&p 500 index sa-r6 72% 3 60 0 0.52% 2.12%
Mid-Cap Growth PPQPX prin midcap growth iii sa-r6 70% 3 60 0 1.06% 0%
LARGE VALUE PPSRX prin largecap value iii sa-r6 70% 3 60 0 0.7% 8.98%
Small Growth PPMPX prin smallcap growth ii sa-r6 0% 3 60 0 1.27% 14.29%
LARGE BLEND PPZPX prin largecap blend ii sa-r6 0% 3 60 0 0.99% 0%
LARGE GROWTH PDPPX prin lgcap growth sep acct-r6 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.91%
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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 4.3% 12.1% -1.7% 3.1% 3.0% 5.3%

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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 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 26 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.

Friendly Ford 401(k) Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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