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MyPlanIQ 401k Investor THE LORAIN NATIONAL BANK 401(k) PLAN

THE LORAIN NATIONAL BANK 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 LMFIX SSgA Target Retire 2045
Target Date 2011-2015 LMFIX SSgA Target Retire 2035
Target Date 2011-2015 LMFIX SSgA Target Retire 2025
INTERNATIONAL EQUITY
Foreign Large Blend SSAIX SSgA Russell 2000 Stock Fund
Foreign Large Blend SSAIX SSgA NASDAQ 100 Stock Fund
Foreign Large Blend SSAIX SSgA International Stock Fund
US EQUITY
LARGE BLEND SVSPX SSgA S P Value Stock Fund
LARGE BLEND SVSPX SSgA S P Mid-Cap Stock Fund
LARGE BLEND SVSPX SSgA S P Growth Stock Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 LMFIX SSgA Target Retire 2045
Target Date 2011-2015 LMFIX SSgA Target Retire 2035
Target Date 2011-2015 LMFIX SSgA Target Retire 2025
Target Date 2011-2015 LMFIX SSgA Target Retire 2015
Conservative Allocation SSLIX SSgA Income Plus Fund
Conservative Allocation SSLIX SSgA Growth Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend SSAIX SSgA Russell 2000 Stock Fund
Foreign Large Blend SSAIX SSgA NASDAQ 100 Stock Fund
Foreign Large Blend SSAIX SSgA International Stock Fund
US EQUITY
LARGE BLEND SVSPX SSgA S P Value Stock Fund
LARGE BLEND SVSPX SSgA S P Mid-Cap Stock Fund
LARGE BLEND SVSPX SSgA S P Growth Stock Fund
LARGE BLEND SVSPX SSgA S P 500 Stock Fund
LARGE BLEND SVSPX SSgA Long Treasury Index Fund
LARGE BLEND SSLGX SSgA Growth Fund
REAL ESTATE
REAL ESTATE WDJAX SSgA US REIT Index Fund @=@530
FIXED INCOME
Short-Term Bond VFSTX SSgA Short Term Investment Fund
Muni National Interm NUV SSgA Stable Value Fund
High Yield Bond SSHYX SSgA Govt Short Bond
Multisector Bond LAg SSgA Aggregate Bond Index Fund
Total Available Funds: 20
  • 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
Others
Target Date 2011-2015 LMFIX SSgA Target Retire 2045 0% 3 60 0 0.85% 22.44%
Target Date 2011-2015 LMFIX SSgA Target Retire 2035 0% 3 60 0 0.85% 22.44%
Target Date 2011-2015 LMFIX SSgA Target Retire 2025 0% 3 60 0 0.85% 22.44%
Target Date 2011-2015 LMFIX SSgA Target Retire 2015 0% 3 60 0 0.85% 22.44%
Conservative Allocation SSLIX SSgA Income Plus Fund 0% 3 60 0 NA 3.51%
Conservative Allocation SSLIX SSgA Growth Income Fund 0% 3 60 0 NA 3.51%
INTERNATIONAL EQUITY
Foreign Large Blend SSAIX SSgA Russell 2000 Stock Fund 100% 3 60 0 0.75% 10.91%
Foreign Large Blend SSAIX SSgA NASDAQ 100 Stock Fund 100% 3 60 0 0.75% 10.91%
Foreign Large Blend SSAIX SSgA International Stock Fund 100% 3 60 0 0.75% 10.91%
US EQUITY
LARGE BLEND SVSPX SSgA S P Value Stock Fund 75% 3 60 0 0.16% 8.93%
LARGE BLEND SVSPX SSgA S P Mid-Cap Stock Fund 75% 3 60 0 0.16% 8.93%
LARGE BLEND SVSPX SSgA S P Growth Stock Fund 75% 3 60 0 0.16% 8.93%
LARGE BLEND SVSPX SSgA S P 500 Stock Fund 75% 3 60 0 0.16% 8.93%
LARGE BLEND SVSPX SSgA Long Treasury Index Fund 75% 3 60 0 0.16% 8.93%
LARGE BLEND SSLGX SSgA Growth Fund 0% 3 60 0 NA 2.08%
REAL ESTATE
REAL ESTATE WDJAX SSgA US REIT Index Fund @=@530 0% 3 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VFSTX SSgA Short Term Investment Fund 99% 3 60 0 0.1% 4.6%
Muni National Interm NUV SSgA Stable Value Fund 81% 3 60 0 NA 4.66%
High Yield Bond SSHYX SSgA Govt Short Bond 0% 3 60 0 0.74% 4.85%
Multisector Bond LAg SSgA Aggregate Bond Index Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.46%
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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(Ticker:LNBB)
The plan consists of 20 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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