MyPlanIQ 401k Investor W. L. Gore 401K Profit Sharing Plan

W. L. Gore 401K Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K
Foreign Large Blend FSIVX SPARTAN INTL INDEX ADV
Others
ROOT CASH FIDELITY RET GOVT MM
Target Date 2050+ FDENX FIDELITY FREEDOM K 2055
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050
FIXED INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Inflation-Protected Bond VAIPX VANG INFL PROT ADM
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K
Foreign Large Blend FSIVX SPARTAN INTL INDEX ADV
Foreign Large Blend FSIVX SPARTAN INTL INDEX ADV
Others
ROOT CASH FIDELITY RET GOVT MM
Target Date 2050+ FDENX FIDELITY FREEDOM K 2055
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025
ROOT CASH FIDELITY RET GOVT MM
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005
Target Date 2050+ FDENX FIDELITY FREEDOM K 2055
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
FIXED INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Inflation-Protected Bond VAIPX VANG INFL PROT ADM
Inflation-Protected Bond VAIPX VANG INFL PROT ADM
Intermediate-Term Bond FSITX SPARTAN US BOND IDX IS
Intermediate-Term Bond FSITX SPARTAN US BOND IDX IS
US EQUITY
LARGE BLEND FSTMX SPARTAN TOT MKT IDX INS
LARGE BLEND FSTMX SPARTAN TOT MKT IDX INS
LARGE VALUE MEIJX MFS VALUE R4
LARGE VALUE MEIJX MFS VALUE R4
SMALL VALUE CSCZX COLUMBIA SM CAP VALUE I Z
SMALL VALUE CSCZX COLUMBIA SM CAP VALUE I Z
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
LARGE BLEND FFDKX FIDELITY FUND K
LARGE BLEND FFDKX FIDELITY FUND K
LARGE GROWTH FOCKX FIDELITY OTC K
LARGE GROWTH FOCKX FIDELITY OTC K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
Small Growth BGRIX BARON GROWTH INST
Small Growth BGRIX BARON GROWTH INST
Total Available Funds: 58
  • 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 RSENX RS EMERGING MKTS Y 38% 0 60 0 1.32% 3.07%
DIVERSIFIED EMERGING MKTS RSENX RS EMERGING MKTS Y 38% 0 60 0 1.32% 3.07%
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend FSIVX SPARTAN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Foreign Large Blend FSIVX SPARTAN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Others
ROOT CASH FIDELITY RET GOVT MM 0% 0 60 0 NA 4.14%
Target Date 2050+ FDENX FIDELITY FREEDOM K 2055 0% 0 60 0 0.05% 0%
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050 0% 0 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045 0% 0 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040 0% 0 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035 0% 0 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030 0% 0 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025 0% 0 60 0 0.58% 1.47%
ROOT CASH FIDELITY RET GOVT MM 0% 0 60 0 NA 4.14%
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020 0% 0 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015 0% 0 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010 0% 0 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005 0% 0 60 0 0.46% 1.44%
Target Date 2050+ FDENX FIDELITY FREEDOM K 2055 0% 0 60 0 0.05% 0%
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000 0% 0 60 0 0.39% 2.83%
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050 0% 0 60 0 0.64% 1.28%
Retirement Income FFKAX FIDELITY FREEDOM K INCOME 0% 0 60 0 0.39% 1.34%
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045 0% 0 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040 0% 0 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035 0% 0 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030 0% 0 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025 0% 0 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020 0% 0 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015 0% 0 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010 0% 0 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005 0% 0 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000 0% 0 60 0 0.39% 2.83%
Retirement Income FFKAX FIDELITY FREEDOM K INCOME 0% 0 60 0 0.39% 1.34%
FIXED INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME 91% 3 60 0 0.93% 4.03%
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME 91% 3 60 0 0.93% 4.03%
Inflation-Protected Bond VAIPX VANG INFL PROT ADM 91% 0 60 0 0.07% 4.34%
Inflation-Protected Bond VAIPX VANG INFL PROT ADM 91% 0 60 0 0.07% 4.34%
Intermediate-Term Bond FSITX SPARTAN US BOND IDX IS 0% 0 60 0 0.11% 0%
Intermediate-Term Bond FSITX SPARTAN US BOND IDX IS 0% 0 60 0 0.11% 0%
US EQUITY
LARGE BLEND FSTMX SPARTAN TOT MKT IDX INS 94% 3 60 0 0.09% 1.62%
LARGE BLEND FSTMX SPARTAN TOT MKT IDX INS 94% 3 60 0 0.09% 1.62%
LARGE VALUE MEIJX MFS VALUE R4 91% 0 60 0 0.8% 8.61%
LARGE VALUE MEIJX MFS VALUE R4 91% 0 60 0 0.8% 8.61%
SMALL VALUE CSCZX COLUMBIA SM CAP VALUE I Z 89% 0 60 0 1.24% 0.68%
SMALL VALUE CSCZX COLUMBIA SM CAP VALUE I Z 89% 0 60 0 1.24% 0.68%
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K 68% 0 60 0 0.76% 0.62%
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K 68% 0 60 0 0.76% 0.62%
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K 68% 0 60 0 0.55% 4.38%
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K 68% 0 60 0 0.55% 4.38%
LARGE BLEND FFDKX FIDELITY FUND K 68% 0 60 0 0.45% 0.87%
LARGE BLEND FFDKX FIDELITY FUND K 68% 0 60 0 0.45% 0.87%
LARGE GROWTH FOCKX FIDELITY OTC K 68% 0 60 0 0.81% 0.09%
LARGE GROWTH FOCKX FIDELITY OTC K 68% 0 60 0 0.81% 0.09%
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K 61% 3 60 0 0.82% 18.74%
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K 61% 3 60 0 0.82% 18.74%
Small Growth BGRIX BARON GROWTH INST 27% 0 60 0 1.3% 1.74%
Small Growth BGRIX BARON GROWTH INST 27% 0 60 0 1.3% 1.74%
Average Expense Ratio: 0.6%
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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 4.7% 11.8% -0.2% 5.5% 9.8% 9.9%

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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:)
The plan consists of 58 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Foreign Equity and Fixed Income.

Founded in 1958, W. L. Gore & Associates, Inc. is a privately-held company headquartered in Newark, Delaware, USA.

Today, Gore has more than 9,500 employees, called associates, located in 30 countries, with manufacturing facilities in the United States, Germany, United Kingdom, Japan and China, and sales offices around the world.

Annual revenues are $3 billion. Gore's fluoropolymer products provide innovative solutions throughout industry, in next-generation electronics, for medical products, and with high-performance fabrics. It has been repeatedly been named among the "100 Best Companies to Work For," in the U.S. by FORTUNE magazine. The company produces well known GORE-TEX facrics.



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