Principle Solutions Group Llc 401K 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
American Century Investments One Choice 2045 Portfolio A Class	AROAX	C	U.S. All Cap	11	0.45%
American Century Investments One Choice 2050 Portfolio A Class	ARFMX	C	U.S. All Cap	11	0.45%
American Century Investments One Choice 2055 Portfolio A Class	AREMX	C	U.S. All Cap	12	0.45%
American Funds Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
MFS Massachusetts Investors Growth Stock Fund Class R2	MIRGX	C-	U.S. Mega Cap	15	1%
SSgA S&P 500 Index Fund N Class	SVSPX	C	U.S. Large Cap	15	0.17%
Prudential Jennison Small Company Fund Class A	PGOAX	A+	U.S. Mid Cap	20	1.15%
Fidelity Advisor Leveraged Company Stock Fund Class T	FLSTX	B	U.S. All Cap	20	1.33%
American Century Investments One Choice In Retirement Portfolio A Class	ARTAX	C	U.S. All Cap	6	0.45%
American Century Investments One Choice 2025 Portfolio A Class	ARWAX	C	U.S. All Cap	7	0.45%
American Century Investments One Choice 2030 Portfolio A Class	ARCMX	C	U.S. All Cap	8	0.46%
American Century Investments One Choice 2035 Portfolio A Class	ARYAX	C	U.S. All Cap	9	0.45%
American Century Investments One Choice 2040 Portfolio A Class	ARDMX	C	U.S. All Cap	10	0.45%
U.S. Equities - Growth
American Century Select Fund A Class	TWCAX	C--	U.S. Large Cap - Growth	20	1.25%
T. Rowe Price Growth Stock Fund R Class	RRGSX	B--	U.S. Large Cap - Growth	20	1.19%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class A	LCEAX	D++	U.S. Large Cap - Value	15	0.86%
American Century Mid Cap Value Fund A Class	ACLAX	D++	U.S. All Cap - Value	16	1.25%
Goldman Sachs Mid Cap Value Fund Service Class	GSMSX	C++	U.S. Mid Cap - Value	17	1.24%
Franklin Small Cap Value Fund Class R	FVFRX	F++	U.S. Small Cap - Value	24	1.39%
Goldman Sachs Small Cap Value Fund Service	GSSSX	F++	U.S. Small Cap - Value	25	1.48%
Global & Intl. Equity
T. Rowe Price International Stock Fund Class R	RRITX	B-	International Large Cap - Growth	14	1.4%
Templeton Foreign Fund Class R	TEFRX	D++	International Small Cap	15	1.44%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Bonds
American Funds The Bond Fund of America Class R-3	RBFCX	B-	Bond - Multi Sector	3	0.92%
American Funds American High-Income Trust Class R-3	RITCX	A++	Bond - U.S. High Yield	4	1.01%
Western Asset Core Plus Bond Fund Class R	WAPRX	C	Bond - U.S. Corporate	4	1.15%
Other
American Century Investments One Choice 2020 Portfolio A Class	ARBMX		Other	0	0.45%

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