Insperity 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 Funds 2035 Target Date Retirement Fund Class R-5E	RHFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-5E	RHGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-2E	RBHHX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-2E	RBHEX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-2E	RBENX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-2E	RBEMX	C	U.S. All Cap	13	0%
BNY Mellon S&P 500 Index Fund II		C	U.S. Large Cap	15	0.05%
T. Rowe Price Mid-Cap Growth Fund Advisor Class	PAMCX	F+	U.S. Mid Cap	16	1.03%
American Funds Retire Inc Port-Cnsrv F1	FAFWX	C	U.S. All Cap	5	0%
American Funds 2015 Target Date Retirement Fund Class R-2E	RBEJX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-2E	RBEHX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-2E	RBEDX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-2E	RBEEX	C	U.S. Large Cap	9	0%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
Hartford Small Cap Growth HLS Fund Class IB	HBSGX	D--	U.S. Small Cap - Growth	23	0.92%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
American Beacon Mid Cap Value Fund Investor Class	AMPAX	C++	U.S. Mid Cap - Value	23	1.23%
Nuveen Small Cap Value Fund Class I	FSCCX	C++	U.S. Small Cap - Value	25	1.21%
Specialty
T. Rowe Price Real Estate Adv	PAREX	B++	U.S. Real Estate	21	1.03%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Bonds
NY Life Anchor Fund (Stable Value)		C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
PIMCO Diversified Income Fund Institutional Class	PDIIX	B+	Bond - Emerging Market	3	0.75%

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