Benefitmall 401(K) Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
JPMorgan SmartRetirement 2035 Fund Class A Shares	SRJAX	C	U.S. All Cap	11	0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares	JFFAX	C	U.S. All Cap	14	1.25%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	C	U.S. All Cap	14	0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	C	U.S. All Cap	14	0.29%
Prudential QMA Stock Index Fund Class Z	PSIFX	C	U.S. Large Cap	15	0.25%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	C	U.S. All Cap	6	0.28%
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	8	0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	9	0.29%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
MFS New Discovery Fund Class R3	MNDHX	A--	U.S. Small Cap - Growth	19	1.31%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
U.S. Equities - Value
Prudential Jennison Value Fund Class A	PBEAX	C++	U.S. Large Cap - Value	16	1.09%
Goldman Sachs Mid Cap Value Fund Class IR	GCMTX	C++	U.S. Mid Cap - Value	17	0.89%
Fidelity Advisor Stock Selector Mid Cap Fund Class T	FMCAX	D++	U.S. Mid Cap - Value	19	1.13%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	20	0.81%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Principal SmallCap S&P 600 Index Fund R-3 Class	PSSMX	C++	U.S. Small Cap - Value	23	0.73%
Specialty
PIMCO RealEstateRealReturn Strategy Fund Class A	PETAX	A++	U.S. Real Estate	19	0%
Global & Intl. Equity
MFS International New Discovery Fund Class A	MIDAX	D++	International Small Cap	12	1.39%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Advisor Strategic Income Fund Class I	FSRIX	B++	Bond - U.S. High Yield	3	0.75%
Prudential Government Income Fund Class A	PGVAX	C-	Bond - Multi Sector	3	0.97%

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