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MyPlanIQ 401k Investor GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN

GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWEX American Funds New World R4
Others
Target Date 2050+ RDJTX American Funds Trgt Date Ret 2055 R4
Target Date 2050+ RDITX American Funds Trgt Date Ret 2050 R4
Target Date 2041-2045 RDHTX American Funds Trgt Date Ret 2045 R4
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
MID-CAP VALUE VETAX Victory Established Value A
Mid-Cap Growth KAUAX Federated Kaufmann A
LARGE GROWTH RAFEX American Funds AMCAP R4
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWEX American Funds New World R4
Others
Target Date 2050+ RDJTX American Funds Trgt Date Ret 2055 R4
Target Date 2050+ RDITX American Funds Trgt Date Ret 2050 R4
Target Date 2041-2045 RDHTX American Funds Trgt Date Ret 2045 R4
Target Date 2011-2015 RDBTX American Funds Trgt Date Ret 2015 R4
Target Date 2031-2035 RDFTX American Funds Trgt Date Ret 2035 R4
Target Date 2021-2025 RDDTX American Funds Trgt Date Ret 2025 R4
ROOT RDATX American Funds Trgt Date Ret 2010 R4
Moderate Allocation RLBEX American Funds American Balanced R4
Target Date 2036-2040 RDGTX American Funds Trgt Date Ret 2040 R4
Target Date 2026-2030 RDETX American Funds Trgt Date Ret 2030 R4
Target Date 2016-2020 RDCTX American Funds Trgt Date Ret 2020 R4
ROOT CASH INVESCO Stable Value Fund (Cash Equivalent)
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
MID-CAP VALUE VETAX Victory Established Value A
Mid-Cap Growth KAUAX Federated Kaufmann A
LARGE GROWTH RAFEX American Funds AMCAP R4
SMALL BLEND OPMSX Oppenheimer Main St Small Cap A
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE BLEND RICEX American Funds Invmt Co of Amer R4
LARGE BLEND SCAUX AIM Structured Core A
FIXED INCOME
Intermediate-Term Bond RBFEX American Funds Bond Fund of Amer R4
Total Available Funds: 23
  • 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 RNWEX American Funds New World R4 52% 3 60 0 1.01% 6.28%
Others
Target Date 2050+ RDJTX American Funds Trgt Date Ret 2055 R4 82% 3 60 0 0.38% 6.07%
Target Date 2050+ RDITX American Funds Trgt Date Ret 2050 R4 61% 3 60 0 0.73% 6.17%
Target Date 2041-2045 RDHTX American Funds Trgt Date Ret 2045 R4 53% 3 60 0 0.72% 6.2%
Target Date 2011-2015 RDBTX American Funds Trgt Date Ret 2015 R4 52% 3 60 0 0.3% 7.53%
Target Date 2031-2035 RDFTX American Funds Trgt Date Ret 2035 R4 52% 3 60 0 0.35% 6.21%
Target Date 2021-2025 RDDTX American Funds Trgt Date Ret 2025 R4 50% 3 60 0 0.32% 7.41%
ROOT RDATX American Funds Trgt Date Ret 2010 R4 45% 3 60 0 0.28% 6.82%
Moderate Allocation RLBEX American Funds American Balanced R4 41% 3 60 0 0.31% 8.64%
Target Date 2036-2040 RDGTX American Funds Trgt Date Ret 2040 R4 41% 3 60 0 1.46% 6.27%
Target Date 2026-2030 RDETX American Funds Trgt Date Ret 2030 R4 41% 3 60 0 0.33% 6.49%
Target Date 2016-2020 RDCTX American Funds Trgt Date Ret 2020 R4 34% 3 60 0 0.3% 7.77%
ROOT CASH INVESCO Stable Value Fund (Cash Equivalent) 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RNPEX American Funds New Perspective R4 64% 3 60 0 1.47% 6.99%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 14.03%
US EQUITY
MID-CAP VALUE VETAX Victory Established Value A 63% 3 60 0 1.65% 4.88%
Mid-Cap Growth KAUAX Federated Kaufmann A 49% 3 60 0 2.51% 10.31%
LARGE GROWTH RAFEX American Funds AMCAP R4 44% 3 60 0 0.49% 9.24%
SMALL BLEND OPMSX Oppenheimer Main St Small Cap A 43% 3 60 0 1.32% 8.86%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 11.15%
LARGE BLEND RICEX American Funds Invmt Co of Amer R4 35% 3 60 0 0.27% 10.88%
LARGE BLEND SCAUX AIM Structured Core A 28% 3 60 0 1.08% 6.24%
FIXED INCOME
Intermediate-Term Bond RBFEX American Funds Bond Fund of Amer R4 38% 3 60 0 0.33% 3.81%
Average Expense Ratio: 0.76%
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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 0.3% 7.1% 1.1% 4.3% 4.7% 5.6%

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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 1.9% 14.1% 6.6% 9.6% 6.6% 8.0%

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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 23 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

This plan was created based on a user's request.

Growth
Growth investments seek long-term growth of capital.
Fund name Ticker symbol Prospectus
American Funds AMCAP Fund R4 RAFEX Prospectus
American Funds EuroPacific Growth Fd R4 REREX Prospectus
American Funds Growth Fund of America R4 RGAEX Prospectus
American Funds New Perspective Fund R4 RNPEX Prospectus
American Funds New World Fund R4 RNWEX Prospectus
Federated Kaufmann Fund A KAUAX Prospectus
INVESCO Structured Core A SCAUX Prospectus
Oppenheimer Main Street Small Cap Fund A OPMSX Prospectus
Victory Established Value A VETAX Prospectus
Growth-and-income
Growth-and-income investments strive for growth of capital and income.
Fund name Ticker symbol Prospectus
American Funds Invest Co of America R4 RICEX Prospectus
Balanced
Balanced investments seek conservation of capital, current income and long-term growth of capital and income by investing in stocks, bonds and other fixed-income securities.
Fund name Ticker symbol Prospectus
American Funds American Balanced Fund R4 RLBEX Prospectus
Bond
Bond investments seek a high level of current income, with capital appreciation as a secondary goal.
Fund name Ticker symbol Prospectus
American Funds Bond Fund of America R4 RBFEX Prospectus
Cash-equivalent
Cash-equivalent investments seek to provide income on cash reserves, while preserving capital and maintaining liquidity, through high-quality money market instruments.
Fund name Ticker symbol Prospectus
INVESCO Stable Value Fund   Prospectus
Target Date
 
Fund name Ticker symbol Prospectus
American Funds 2010 Target Date Fund R4 RDATX Prospectus
American Funds 2015 Target Date Fund R4 RDBTX Prospectus
American Funds 2020 Target Date Fund R4 RDCTX Prospectus
American Funds 2025 Target Date Fund R4 RDDTX Prospectus
American Funds 2030 Target Date Fund R4 RDETX Prospectus
American Funds 2035 Target Date Fund R4 RDFTX Prospectus
American Funds 2040 Target Date Fund R4 RDGTX Prospectus
American Funds 2045 Target Date Fund R4 RDHTX Prospectus
American Funds 2050 Target Date Fund R4 RDITX Prospectus
American Funds 2055 Target Date Fund R4 RDJTX Prospectus


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