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MyPlanIQ 401k Investor BPAS Benefits Plan Administrations Plan

BPAS Benefits Plan Administrations Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Health VGHCX Vanguard Health Care Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE VEIPX Vanguard Equity-Income Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Health VGHCX Vanguard Health Care Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Financial PRISX T. Rowe Price Financial Services
Aggressive Allocation JULGX JHancock2 Lifestyle Growth R6
Conservative Allocation JULCX JHancock2 Lifestyle Conservative R6
Conservative Allocation JULMX JHancock2 Lifestyle Moderate R6
Moderate Allocation JULBX JHancock2 Lifestyle Balanced R6
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
ROOT CASH VMMXX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE VEIPX Vanguard Equity-Income Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP VALUE MARFX BlackRock Mid Cap Value Opps Instl
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL VALUE HNVIX Heartland Value Plus Inst
Small Growth MNDAX MFS New Discovery A
LARGE BLEND JULAX JHancock2 Lifestyle Aggressive R6
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
High Yield Bond PRHYX T. Rowe Price High-Yield
Intermediate-Term Bond PTTDX PIMCO Total Return D
WORLD BOND PGBDX PIMCO Global Bond (Unhedged) D
Total Available Funds: 30
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 3 1 0.84% 35.96%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 3 1 0.08% 7.56%
Health VGHCX Vanguard Health Care Inv 97% 3 3 1 0.34% 7.62%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 3 1 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 3 1 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 69% 3 3 1 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 3 1 0.08% 8.19%
Financial PRISX T. Rowe Price Financial Services 54% 3 3 1 0.98% 13.57%
Aggressive Allocation JULGX JHancock2 Lifestyle Growth R6 31% 3 3 1 1.03% 13.62%
Conservative Allocation JULCX JHancock2 Lifestyle Conservative R6 24% 3 3 1 0.88% 4.09%
Conservative Allocation JULMX JHancock2 Lifestyle Moderate R6 24% 3 3 1 0.92% 7.06%
Moderate Allocation JULBX JHancock2 Lifestyle Balanced R6 19% 3 3 1 1.18% 10.67%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 3 1 0.08% 14.93%
ROOT CASH VMMXX 0% 1 3 1 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 3 1 0.9% 14.04%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 3 1 0% 13.94%
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 3 3 1 0.27% 11.26%
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 3 1 0.03% 1.39%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 3 3 1 0.19% 0.56%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 3 1 0.14% 1.19%
MID-CAP VALUE MARFX BlackRock Mid Cap Value Opps Instl 89% 3 3 1 1% 11.41%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 3 3 1 0.2% 9.43%
SMALL VALUE HNVIX Heartland Value Plus Inst 67% 3 3 1 1.01% 1.01%
Small Growth MNDAX MFS New Discovery A 59% 3 3 1 0.88% 0%
LARGE BLEND JULAX JHancock2 Lifestyle Aggressive R6 16% 3 3 1 1.09% 15.21%
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate 66% 3 3 1 1.09% 10.13%
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv 100% 3 3 1 0.07% 3.87%
High Yield Bond PRHYX T. Rowe Price High-Yield 94% 3 3 1 1.03% 6.77%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 3 1 0.75% 4.32%
WORLD BOND PGBDX PIMCO Global Bond (Unhedged) D 0% 3 3 1 0.95% 1.6%
Average Expense Ratio: 0.56%
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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*
Click for Portfolio Details or Follow -0.9% -6.4% 1.8% 1.6% 7.8% 5.1%

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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 for Portfolio Details or Follow 3.1% 12.9% 5.3% 7.1% 9.5% 10.8%

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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(Ticker:)
The plan consists of 30 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, Foreign Equity and REITs.


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