Island Pump & Tank Corporation 401(K) Employee Savings 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 Class R	RRTCX	C	U.S. All Cap	11	0.5%
T. Rowe Price Retirement 2035 Fund Class R	RRTPX	C	U.S. All Cap	12	0.5%
T. Rowe Price Retirement 2040 Fund Class R	RRTDX	C	U.S. All Cap	13	0.5%
T. Rowe Price Retirement 2045 Fund Class R	RRTRX	C	U.S. All Cap	14	0.5%
T. Rowe Price Retirement 2050 Fund Class R	RRTFX	C	U.S. All Cap	14	0.5%
T. Rowe Price Retirement 2055 Fund Class R	RRTVX	C	U.S. All Cap	14	0.5%
Pioneer Fundamental Growth Fund Class A	PIGFX	D-	U.S. Mega Cap	17	1.08%
Invesco Small Cap Equity Fund R5 Class	SMEIX	B+	U.S. Small Cap	22	0.88%
T. Rowe Price Retirement 2005 Fund Class R	RRTLX	B	U.S. All Cap	6	0.5%
T. Rowe Price Retirement Balanced Fund Class R	RRTIX	B	U.S. All Cap	6	0.5%
T. Rowe Price Retirement 2010 Fund Class R	RRTAX	C	U.S. All Cap	7	0.5%
T. Rowe Price Retirement 2015 Fund Class R	RRTMX	C	U.S. All Cap	7	0.5%
T. Rowe Price Retirement 2020 Fund Class R	RRTBX	C	U.S. All Cap	8	0.5%
American Funds Balanced Portfolio Class R-5	RBAFX	C	U.S. All Cap	9	0.08%
T. Rowe Price Retirement 2025 Fund Class R	RRTNX	C	U.S. All Cap	10	0.5%
U.S. Equities - Growth
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
Janus Triton Fund Class T	JATTX	B--	U.S. Small Cap - Growth	19	0.92%
Ivy Mid Cap Growth Fund Class Y	WMGYX	B-	U.S. Mid Cap - Growth	20	1.23%
U.S. Equities - Value
Invesco Diversified Dividend Fund R5 Class	DDFIX	D++	U.S. All Cap - Value	15	0.57%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Global & Intl. Equity
Oppenheimer International Diversified Fund Class A	OIDAX	B-	International Large Cap - Growth	14	0.68%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock Strategic Income Opportunities Portfolio Institutional Shares	BSIIX	B++	Bond - U.S. High Yield	2	0.65%
Loomis Sayles Investment Grade Bond Fund Admin Class	LIGAX	B	Bond - U.S. Corporate	2	1.08%
Federated Institutional High Yield Bond Fund Institutional Shares	FIHBX	C++	Bond - U.S. High Yield	4	0.49%
Other
Transamerica Partners Stock Index Fund	DSKIX		Other	0	0.65%

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