Words & Numbers Inc 401(K) Profit Sharing Plan & 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%
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%
Columbia Large Cap Index Fund Class Z	NINDX	C	U.S. Large Cap	15	0.2%
Prudential Jennison Small Company Fund Class Z	PSCZX	A+	U.S. Mid Cap	20	0.85%
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
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class Z	MDISX	B++	U.S. All Cap - Value	15	0.98%
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
T. Rowe Price Mid-Cap Value Fund	TRMCX	C++	U.S. Mid Cap - Value	18	0.8%
T. Rowe Price Small-Cap Value Fund	PRSVX	B++	U.S. Small Cap - Value	20	0.81%
T. Rowe Price Spectrum Income Fund	RPSIX	B++	U.S. Large Cap - Value	3	0.69%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Bonds
T. Rowe Price Government Money Fund	PRRXX	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%

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