Marketpay Associates Llc 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
American Funds 2035 Target Date Retirement Fund Class R-3	RCFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-3	RCKTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-3	RCHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-3	RCITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-3	RCMTX	C	U.S. All Cap	13	0%
Deutsche Health and Wellness Fund Class A	SUHAX	F	U.S. Large Cap	15	1.34%
MFS Blended Research Core Equity Fund Class R2	MUESX	C	U.S. Large Cap	15	1.11%
American Funds 2010 Target Date Retirement Fund Class R-3	RCATX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-3	RCJTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-3	RCCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-3	RCDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
American Funds 2030 Target Date Retirement Fund Class R-3	RCETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Oppenheimer Global Fund Class R	OGLNX	A--	U.S. All Cap - Growth	18	1.47%
Alger Capital Appreciation Institutional Fund Class R	ACARX	D--	U.S. All Cap - Growth	21	1.69%
Ivy Science and Technology Fund Class R	WSTRX	C--	U.S. All Cap - Growth	22	1.59%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-3	RWMCX	D++	U.S. Mega Cap - Value	14	0.95%
Invesco Equally-Weighted S&P 500 Fund Class R	VADRX	D++	U.S. Mid Cap - Value	17	0.82%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R	ERSMX	F++	U.S. Mid Cap - Value	18	1.5%
Goldman Sachs Small Cap Value Fund Class R	GSQRX	F++	U.S. Small Cap - Value	25	1.63%
Global & Intl. Equity
Eaton Vance Government Obligations Fund Class R	ERGOX	C++	Japan	1	1.37%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Lord Abbett Short Duration Income Fund Class R3	LDLRX	B+	Bond - Emerging Market	2	0.88%
BlackRock High Yield Bond Portfolio Class R Shares	BHYRX	B++	Bond - U.S. High Yield	4	1.26%
MFS Corporate Bond Fund Class R3	MFBHX	C	Bond - U.S. Corporate	4	0.82%
Other
Invesco Gold and Precious Metals Fund Class A	IGDAX		Other	0	1.45%
Oppenheimer Government Cash Reserves Fund Class R	CSNXX		Other	0	0%

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