MyPlanIQ 401k Investor FIRST CHOICE HOLDINGS INC. 401K PLAN

FIRST CHOICE HOLDINGS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX U.S. Property Sep Acct
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OppenheimerFunds, Inc.Oppenheimer Developing Markets A Fund
INTERNATIONAL EQUITY
Foreign Small Cap DFISX International SmallCap Separate Account
Foreign Large Blend MRSHX MFS Investment ManagementMFS Research International R3 Fund
Others
Retirement Income ARTAX American Century LIVESTRONG Income A Fund
Target Date 2041-2045 AROAX American Century LIVESTRONG 2045 A Fund
Target Date 2031-2035 ARYAX American Century LIVESTRONG 2035 A Fund
FIXED INCOME
Intermediate-Term Bond VFICX Core Plus Bond I Separate Account
Intermediate-Term Bond PTTAX PIMCO Total Return A Fund
Intermediate Government OGGAX JP Morgan Government Bond A Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX U.S. Property Sep Acct
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OppenheimerFunds, Inc.Oppenheimer Developing Markets A Fund
INTERNATIONAL EQUITY
Foreign Small Cap DFISX International SmallCap Separate Account
Foreign Large Blend MRSHX MFS Investment ManagementMFS Research International R3 Fund
Others
Retirement Income ARTAX American Century LIVESTRONG Income A Fund
Target Date 2041-2045 AROAX American Century LIVESTRONG 2045 A Fund
Target Date 2031-2035 ARYAX American Century LIVESTRONG 2035 A Fund
Target Date 2021-2025 ARWAX American Century LIVESTRONG 2025 A Fund
Target Date 2051+ AREMX American Century LIVESTRONG 2055 A Fund
Target Date 2046-2050 ARFMX American Century LIVESTRONG 2050 A Fund
Target Date 2036-2040 ARDMX American Century LIVESTRONG 2040 A Fund
Target Date 2026-2030 ARCMX American Century LIVESTRONG 2030 A Fund
Target Date 2016-2020 ARBMX American Century LIVESTRONG 2020 A Fund
Target Date 2011-2015 ARFAX American Century LIVESTRONG 2015 A Fund
FIXED INCOME
Intermediate-Term Bond VFICX Core Plus Bond I Separate Account
Intermediate-Term Bond PTTAX PIMCO Total Return A Fund
Intermediate Government OGGAX JP Morgan Government Bond A Fund
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund
US EQUITY
SMALL VALUE VISVX DFA/Vaughan Nelson/LA CapitalSmallCap Value II Separate Account
Mid-Cap Growth VMGIX MidCap Growth III Separate Account
LARGE BLEND VFINX LargeCap S&P 500 Index Separate Account
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital MgmtMidCap Value I Separate Account
MID-CAP BLEND MPSIX MidCap S&P 400 Index Separate Account
SMALL BLEND PSSIX SmallCap S&P 600 Index Separate Account
LARGE VALUE PEYAX Putnam Investment Mgmt Co.Putnam Equity Income A Fund
Small Growth HRSCX Eagle Small Cap Growth A Fund
LARGE GROWTH ACGOX Am Century/Montag & CaldwellLargeCap Growth II Separate Account
Total Available Funds: 27
  • 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
US Real Estate VGSIX U.S. Property Sep Acct 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OppenheimerFunds, Inc.Oppenheimer Developing Markets A Fund 65% 1 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Small Cap DFISX International SmallCap Separate Account 100% 1 60 0 0.39% 3.03%
Foreign Large Blend MRSHX MFS Investment ManagementMFS Research International R3 Fund 47% 1 60 0 0.75% 0%
Others
Retirement Income ARTAX American Century LIVESTRONG Income A Fund 100% 1 60 0 1% 2.02%
Target Date 2041-2045 AROAX American Century LIVESTRONG 2045 A Fund 69% 1 60 0 0.87% 4.95%
Target Date 2031-2035 ARYAX American Century LIVESTRONG 2035 A Fund 68% 1 60 0 1.07% 4.51%
Target Date 2021-2025 ARWAX American Century LIVESTRONG 2025 A Fund 66% 1 60 0 0.42% 3.92%
Target Date 2051+ AREMX American Century LIVESTRONG 2055 A Fund 51% 1 60 0 0.54% 5.17%
Target Date 2046-2050 ARFMX American Century LIVESTRONG 2050 A Fund 22% 1 60 0 0.54% 5.68%
Target Date 2036-2040 ARDMX American Century LIVESTRONG 2040 A Fund 20% 1 60 0 0.64% 5.37%
Target Date 2026-2030 ARCMX American Century LIVESTRONG 2030 A Fund 13% 1 60 0 0.59% 4.82%
Target Date 2016-2020 ARBMX American Century LIVESTRONG 2020 A Fund 0% 1 60 0 1.02% 1.36%
Target Date 2011-2015 ARFAX American Century LIVESTRONG 2015 A Fund 0% 1 60 0 1.03% 2.41%
FIXED INCOME
Intermediate-Term Bond VFICX Core Plus Bond I Separate Account 99% 1 60 0 0.2% 4.04%
Intermediate-Term Bond PTTAX PIMCO Total Return A Fund 65% 1 60 0 0.8% 4.84%
Intermediate Government OGGAX JP Morgan Government Bond A Fund 41% 1 60 0 0.48% 2.29%
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund 16% 1 60 0 NA 27.03%
US EQUITY
SMALL VALUE VISVX DFA/Vaughan Nelson/LA CapitalSmallCap Value II Separate Account 100% 1 60 0 0.06% 1.97%
Mid-Cap Growth VMGIX MidCap Growth III Separate Account 98% 1 60 0 0.19% 0.58%
LARGE BLEND VFINX LargeCap S&P 500 Index Separate Account 98% 1 60 0 0.14% 1.27%
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital MgmtMidCap Value I Separate Account 82% 1 60 0 1.18% 0.85%
MID-CAP BLEND MPSIX MidCap S&P 400 Index Separate Account 81% 1 60 0 0.42% 1.23%
SMALL BLEND PSSIX SmallCap S&P 600 Index Separate Account 78% 1 60 0 0.54% 10.04%
LARGE VALUE PEYAX Putnam Investment Mgmt Co.Putnam Equity Income A Fund 59% 1 60 0 1.14% 5.27%
Small Growth HRSCX Eagle Small Cap Growth A Fund 44% 1 60 0 0.71% 34.88%
LARGE GROWTH ACGOX Am Century/Montag & CaldwellLargeCap Growth II Separate Account 0% 1 60 0 1.12% 0%
Average Expense Ratio: 0.65%
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Related Retirement Plans
FIRST CHOICE HOLDINGS, 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 3.7% 18.3% 6.5% 8.0% 5.8% 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 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.


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