Integration Point, Inc. 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
Fidelity Four-in-One Index Fund	FFNOX	C	U.S. All Cap	12	0.08%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
DFA Global Equity Portfolio Institutional Class	DGEIX	B+	U.S. Mid Cap	15	0.31%
JPMorgan Disciplined Equity Fund Class R6	JDEUX	C	U.S. Large Cap	16	0.35%
ClearBridge Aggressive Growth Fund Class I	SAGYX	D	U.S. All Cap	18	0.87%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	B+	U.S. Mid Cap	18	0.28%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
Loomis Sayles Strategic Income Fund Class Y	NEZYX	A	U.S. All Cap	4	0.7%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
American Century Investments One Choice In Retirement Portfolio Institutional Class	ATTIX	C	U.S. All Cap	8	0.01%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
Wells Fargo Small Company Growth Fund - Class Inst	WSCGX	A--	U.S. Small Cap - Growth	20	0.95%
U.S. Equities - Value
Invesco Equally-Weighted S&P 500 Fund Class Y	VADDX	B++	U.S. All Cap - Value	16	0.32%
DFA U.S. Large Cap Value III Portfolio	DFUVX	C++	U.S. All Cap - Value	18	0.13%
Vanguard Mid-Cap Value Index Fund Investor Shares	VMVIX	D++	U.S. Mid Cap - Value	18	0.24%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
Global & Intl. Equity
First Eagle Global Fund Class I	SGIIX	C++	International Small Cap	12	0.88%
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
Dreyfus International Equity Fund Class I	DIERX	B-	International Large Cap	14	0.85%
Oppenheimer International Small-Mid Company Fund Class I	OSCIX	A-	International Large Cap - Growth	14	0.83%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
Hartford International Growth Fund Class Y	HNCYX	A-	International Large Cap - Growth	16	0.95%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Delaware Corporate Bond Fund Institutional Class	DGCIX	B	Bond - U.S. Corporate	5	0.68%

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