Ortholink 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	TRRCX	C	U.S. All Cap	11	0.74%
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%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
John Hancock Funds Alternative Asset Allocation Fund Class R6	JAARX	B	U.S. All Cap	4	0.35%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
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
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
Columbia Acorn Fund Class R5 Shares	CRBRX	D-	U.S. Mid Cap - Growth	21	0.75%
LKCM Small Capital Equity Fund Class Institutional	LKSCX	A--	U.S. Small Cap - Growth	22	0.95%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
American Funds The Income Fund of America Class R-6	RIDGX	B++	U.S. Mega Cap - Value	9	0.29%
Global & Intl. Equity
Vanguard FTSE All-World ex-US Index Fund Admiral Shares	VFWAX	A-	International Large Cap	14	0.15%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Dreyfus International Bond Fund Class I	DIBRX	F++	International Small Cap	6	0.74%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	A++	International Small Cap	8	0.18%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Baird Core Plus Bond Fund Class Institutional	BCOIX	B--	U.S. Treasury - Intermediate / Long	3	0.3%

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