Lodor Enterprises, Inc. 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
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
Fidelity Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	C	U.S. All Cap	12	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Dividend Growth Fund Advisor Class	TADGX	C	U.S. Large Cap	13	0.93%
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	C	U.S. All Cap	14	0.25%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Glenmede Small Cap Equity Portfolio Class Advisor	GTCSX	A+	U.S. Small Cap	22	0.91%
T. Rowe Price Retirement 2005 Fund Advisor Class	PARGX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement Balanced Fund Advisor Class	PARIX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2015 Fund Advisor Class	PARHX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	C	U.S. All Cap	10	0.25%
U.S. Equities - Growth
Conestoga Small Cap Fund Investors Class	CCASX	C--	U.S. Small Cap - Growth	18	1.1%
Baird MidCap Fund Investor Class	BMDSX	C-	U.S. Mid Cap - Growth	19	1.1%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity Blue Chip Growth Fund	FBGRX	B--	U.S. All Cap - Growth	23	0.74%
U.S. Equities - Value
Columbia Dividend Income Fund Class A	LBSAX	B++	U.S. Mega Cap - Value	13	1.02%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2	JVMSX	D++	U.S. Mid Cap - Value	20	1.27%
Delaware Small Cap Value Fund Class A	DEVLX	C++	U.S. Small Cap - Value	25	1.25%
Global & Intl. Equity
Artisan International Fund Investor Class	ARTIX	C-	International Large Cap - Growth	14	1.2%
Wells Fargo Emerging Markets Equity Fund - Class Admin	EMGYX	C	Emerging Markets	18	1.48%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Core Plus Bond Fund Select Class	HLIPX	B-	Bond - Multi Sector	3	0.65%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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