Coupa Software, Inc. Retirement Trust

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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%
Fidelity Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
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%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	B	U.S. All Cap	16	0.19%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
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%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Conestoga Small Cap Fund Investors Class	CCASX	C--	U.S. Small Cap - Growth	18	1.1%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Neuberger Berman Mid Cap Growth Fund Trust Class	NBMTX	D-	U.S. Mid Cap - Growth	22	1.04%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-4	RWMEX	D++	U.S. Mega Cap - Value	14	0.65%
Victory Sycamore Established Value Fund Class I	VEVIX	B++	U.S. Mid Cap - Value	19	0.67%
American Beacon Small Cap Value Fund Investor Class	AVPAX	D++	U.S. Small Cap - Value	25	1.18%
Specialty
Fidelity Real Estate Index	FSRNX	C++	U.S. Real Estate	20	0.07%
Global & Intl. Equity
Artisan International Fund Investor Class	ARTIX	C-	International Large Cap - Growth	14	1.2%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Invesco International Growth Fund R5 Class	AIEVX	B-	International Large Cap - Growth	14	0.97%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Fidelity Emerging Markets Index	FPADX	C	Emerging Markets	17	0.1%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Oppenheimer Senior Floating Rate Fund Class I	OOSIX	A++	Bond - U.S. High Yield	2	0.62%
Baird Core Plus Bond Fund Class Investor	BCOSX	B--	U.S. Treasury - Intermediate / Long	3	0.55%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	3	0.72%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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