Abacus Technology Corporation 401(K) Plan And 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
Principal LifeTime 2030 Fund R-5 Class	PTCPX	C	U.S. All Cap	10	0.29%
Principal LifeTime 2035 Fund R-5 Class	LTPEX	C	U.S. All Cap	11	0.29%
Principal LifeTime 2040 Fund R-5 Class	PTDPX	C	U.S. All Cap	12	0.29%
Principal LifeTime 2045 Fund R-5 Class	LTRDX	C	U.S. All Cap	13	0.3%
Principal LifeTime 2050 Fund R-5 Class	PTEFX	C	U.S. All Cap	13	0.29%
Principal LifeTime 2055 Fund R-5 Class	LTFPX	C	U.S. All Cap	14	0.31%
Principal LifeTime 2060 Fund Class R-5	PLTOX	C	U.S. All Cap	14	0.34%
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	14	0.61%
MFS Core Equity Fund Class A	MRGAX	C	U.S. Large Cap	15	1.1%
Principal LargeCap S&P 500 Index Fund R-5 Class	PLFPX	C	U.S. Large Cap	15	0.41%
Neuberger Berman Genesis Fund Trust Class	NBGEX	F+	U.S. Mid Cap	18	1.1%
Principal LifeTime Strategic Income Fund R-5 Class	PLSPX	C	U.S. All Cap	4	0.29%
Principal LifeTime 2010 Fund R-5 Class	PTAPX	C	U.S. All Cap	5	0.29%
Principal LifeTime 2015 Fund R-5 Class	LTPFX	C	U.S. All Cap	6	0.29%
Principal LifeTime 2020 Fund R-5 Class	PTBPX	C	U.S. All Cap	8	0.29%
Principal LifeTime 2025 Fund R-5 Class	LTPDX	C	U.S. All Cap	9	0.29%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	17	0.79%
American Funds The Growth Fund of America Class A	AGTHX	B--	U.S. All Cap - Growth	18	0.7%
Franklin Small-Mid Cap Growth Fund Class A	FRSGX	C-	U.S. Mid Cap - Growth	21	0.96%
American Century Heritage Fund A Class	ATHAX	D-	U.S. Mid Cap - Growth	22	1.25%
Eagle Small Cap Growth Fund Class A	HRSCX	D--	U.S. Small Cap - Growth	23	1.1%
U.S. Equities - Value
American Century Equity Income Fund A Class	TWEAX	C++	U.S. Mega Cap - Value	11	1.18%
Principal MidCap S&P 400 Index Fund R-5 Class	PMFPX	D++	U.S. Mid Cap - Value	19	0.42%
Columbia Mid Cap Value Fund Class A	CMUAX	C++	U.S. Mid Cap - Value	20	1.17%
Principal SmallCap S&P 600 Index Fund R-5 Class	PSSPX	B++	U.S. Small Cap - Value	23	0.42%
Columbia Small Cap Value Fund I Class A	CSMIX	C++	U.S. Small Cap - Value	25	1.31%
American Funds The Income Fund of America Class A	AMECX	B++	U.S. Mega Cap - Value	9	0.58%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
American Funds U.S. Government Securities Fund Class A	AMUSX	C-	Bond - Multi Sector	2	0.61%
JPMorgan Core Bond Fund Class A	PGBOX	B-	Bond - Multi Sector	3	0.75%
Other
American Independence U.S. Inflation-Protected Fund Class A	FNIHX		Other	0	0.77%

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