MyPlanIQ 401k Investor T & M PROTECTION RESOURCES LLC 401K SAVINGS PLAN

T & M PROTECTION RESOURCES LLC 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A
REAL ESTATE PHRAX Virtus Real Estate Securities A
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open
INTERNATIONAL EQUITY
Foreign Large Blend STITX RidgeWorth International Equity Index I
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Growth JIGRX Janus Overseas Fund S
Others
Target Date 2021-2025 VTTVX Great-West Lifetime 2025 Fund II T1
Target Date 2041-2045 VTIVX Great-West Lifetime 2045 Fund II T1
Target Date 2031-2035 VTTHX Great-West Lifetime 2035 Fund II T1
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A
REAL ESTATE PHRAX Virtus Real Estate Securities A
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open
INTERNATIONAL EQUITY
Foreign Large Blend STITX RidgeWorth International Equity Index I
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Growth JIGRX Janus Overseas Fund S
Others
Target Date 2021-2025 VTTVX Great-West Lifetime 2025 Fund II T1
Target Date 2041-2045 VTIVX Great-West Lifetime 2045 Fund II T1
Target Date 2031-2035 VTTHX Great-West Lifetime 2035 Fund II T1
Target Date 2051+ VFFVX Great-West Lifetime 2055 Fund II T1
Technology WSTYX Ivy Science & Technology Y
Health SHSAX BlackRock Health Sciences Opps Inv A
Utilities MMUFX MFS Utilities A
Equity Energy SSGRX BlackRock Energy & Resources Inv A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A
Target Date 2011-2015 VTXVX Great-West Lifetime 2015 Fund II T1
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate Government MXGMX Great-West US Govt Mortgage Secur Fund I
Intermediate-Term Bond MXBJX Great-West Bond Index Fund I
US EQUITY
LARGE GROWTH JARTX Janus Forty S
LARGE BLEND RFNCX American Funds Fundamental Invs R3
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
SMALL VALUE CSMIX Columbia Small Cap Value Fund I Class A
LARGE VALUE CVFCX Pioneer Fundamental Value A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
Mid-Cap Growth MXMGX Great-West T Rowe Price MidCap Gr Fund I
SMALL BLEND MXISX Great-West S&P SmallCap 600 Index Fund I
LARGE BLEND MXVJX Great-West S&P 500 Index Fund I
Total Available Funds: 28
  • 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
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A 46% 1 60 0 1.16% 1.49%
REAL ESTATE PHRAX Virtus Real Estate Securities A 40% 1 60 0 2.05% 10.56%
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open 61% 1 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend STITX RidgeWorth International Equity Index I 71% 1 60 0 1.07% 0.12%
WORLD STOCK RWICX American Funds Capital World G/I R3 62% 1 60 0 0.53% 3.21%
Foreign Large Growth JIGRX Janus Overseas Fund S 28% 1 60 0 2.06% 2.21%
Others
Target Date 2021-2025 VTTVX Great-West Lifetime 2025 Fund II T1 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Great-West Lifetime 2045 Fund II T1 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Great-West Lifetime 2035 Fund II T1 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Great-West Lifetime 2055 Fund II T1 80% 1 60 0 0.08% 1.85%
Technology WSTYX Ivy Science & Technology Y 48% 1 60 0 0.96% 10.12%
Health SHSAX BlackRock Health Sciences Opps Inv A 48% 1 60 0 1.45% 3.91%
Utilities MMUFX MFS Utilities A 46% 1 60 0 1% 5.82%
Equity Energy SSGRX BlackRock Energy & Resources Inv A 29% 1 60 0 1.38% 1.27%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A 29% 1 60 0 1.31% 0%
Target Date 2011-2015 VTXVX Great-West Lifetime 2015 Fund II T1 0% 1 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 1 60 0 0.8% 4.94%
Intermediate Government MXGMX Great-West US Govt Mortgage Secur Fund I 14% 1 60 0 0.25% 2.55%
Intermediate-Term Bond MXBJX Great-West Bond Index Fund I 0% 1 60 0 0.75% 0.8%
US EQUITY
LARGE GROWTH JARTX Janus Forty S 63% 1 60 0 1.64% 9.3%
LARGE BLEND RFNCX American Funds Fundamental Invs R3 51% 1 60 0 0.28% 1.42%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 1 60 0 2.15% 5.27%
SMALL VALUE CSMIX Columbia Small Cap Value Fund I Class A 50% 1 60 0 0.86% 7.79%
LARGE VALUE CVFCX Pioneer Fundamental Value A 46% 1 60 0 0.45% 2.71%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 1 60 0 0.3% 0%
Mid-Cap Growth MXMGX Great-West T Rowe Price MidCap Gr Fund I 24% 1 60 0 1.02% 1.63%
SMALL BLEND MXISX Great-West S&P SmallCap 600 Index Fund I 21% 1 60 0 0.56% 5.39%
LARGE BLEND MXVJX Great-West S&P 500 Index Fund I 0% 1 60 0 0.51% 0.28%
Average Expense Ratio: 0.86%
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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 1.2% 10.2% 1.7% 4.1% 3.4% 6.0%

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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 28 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Emerging Market Equity and Fixed Income.
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