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MyPlanIQ 401k Investor Sugarsync Inc. 401K Plan

Sugarsync Inc. 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
China Region FXI iShares FTSE China 25 Index Fund
Latin America Stock EWZ iShares MSCI Brazil Index
Others
Aggressive Allocation AOA iShares S&P Aggressive Allocation
World Allocation AOR iShares S&P Growth Allocation
Conservative Allocation AOK iShares S&P Conservative Allocation
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
China Region FXI iShares FTSE China 25 Index Fund
Latin America Stock EWZ iShares MSCI Brazil Index
Others
Aggressive Allocation AOA iShares S&P Aggressive Allocation
World Allocation AOR iShares S&P Growth Allocation
Conservative Allocation AOK iShares S&P Conservative Allocation
Conservative Allocation AOM iShares S&P Moderate Allocation
Technology VGT Vanguard Information Technology ETF
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index
Foreign Large Value EWC iShares MSCI Canada Index
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index
US EQUITY
Small Growth IJT iShares S&P SmallCap 600 Growth
LARGE GROWTH IVW iShares S&P 500 Growth Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
LARGE VALUE IVE iShares S&P 500 Value Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
LARGE BLEND IVV iShares S&P 500 Index
REAL ESTATE
REAL ESTATE ICF iShares Cohen & Steers Realty Majors
FIXED INCOME
Intermediate-Term Bond AGG iShares Core Total US Bond Market ETF
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
SHORT GOVERNMENT SHV iShares Barclays Short Treasury Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
COMMODITIES
COMMODITIES BROAD BASKET GSG iShares S&P GSCI Commodity-Indexed Trust
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
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 100% 3 60 0 0.7% 2.64%
China Region FXI iShares FTSE China 25 Index Fund 89% 3 60 0 0.74% 2.6%
Latin America Stock EWZ iShares MSCI Brazil Index 52% 3 60 0 0.59% 5.95%
Others
Aggressive Allocation AOA iShares S&P Aggressive Allocation 95% 3 60 0 0.15% 2.16%
World Allocation AOR iShares S&P Growth Allocation 92% 3 60 0 0.15% 2.36%
Conservative Allocation AOK iShares S&P Conservative Allocation 83% 3 60 0 0.15% 3.57%
Conservative Allocation AOM iShares S&P Moderate Allocation 82% 3 60 0 0.15% 2.63%
Technology VGT Vanguard Information Technology ETF 80% 3 60 0 0.1% 0.5%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 3 60 0 0.33% 3.66%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index 99% 3 60 0 0.36% 2.63%
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index 98% 3 60 0 0.34% 3.18%
Foreign Large Value EWC iShares MSCI Canada Index 87% 3 60 0 0.5% 1.74%
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index 62% 3 60 0 0.5% 3.28%
US EQUITY
Small Growth IJT iShares S&P SmallCap 600 Growth 99% 3 60 0 0.18% 0.97%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 3 60 0 0.18% 0.47%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index 99% 3 60 0 0.18% 1.75%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 3 60 0 0.18% 1.83%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 3 60 0 0.18% 1.95%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 3 60 0 0.17% 0.71%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 3 60 0 0.06% 1.51%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 95% 3 60 0 0.05% 1.47%
LARGE BLEND IVV iShares S&P 500 Index 93% 3 60 0 0.03% 1.36%
REAL ESTATE
REAL ESTATE ICF iShares Cohen & Steers Realty Majors 96% 3 60 0 0.33% 2.68%
FIXED INCOME
Intermediate-Term Bond AGG iShares Core Total US Bond Market ETF 100% 3 60 0 0.03% 4.01%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 3 60 0 0.19% 2.86%
SHORT GOVERNMENT SHV iShares Barclays Short Treasury Bond 96% 3 60 0 0.15% 3.88%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 3 60 0 0.4% 6.65%
COMMODITIES
COMMODITIES BROAD BASKET GSG iShares S&P GSCI Commodity-Indexed Trust 100% 3 60 0 0.75% 0%
Average Expense Ratio: 0.28%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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