Evergreen Rehabilitation, Llc 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%
The Hartford MidCap Fund Class Y	HMDYX	F+	U.S. Mid Cap	18	0.77%
Baron Real Estate Fund Institutional Shares	BREIX	D+	U.S. Mid Cap	20	1.09%
JPMorgan U.S. Small Company Fund Institutional Class	JUSSX	C+	U.S. Small Cap	24	0.82%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
AMG Managers Fairpointe Mid Cap Fund Class I	ABMIX	A++	U.S. Mid Cap - Value	17	0.86%
Oakmark Fund Class I	OAKMX	A++	U.S. All Cap - Value	19	0.95%
John Hancock Funds Disciplined Value Mid Cap Fund Class I	JVMIX	D++	U.S. Mid Cap - Value	20	0.89%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C-	U.S. Treasury - Short / Intermediate	2	0.1%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
DFA World ex U.S. Government Fixed Income Portfolio Institutional Class Shares	DWFIX	C-	U.S. Treasury - Intermediate	4	0.2%

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