Rummel Construction Inc. 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 Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
T. Rowe Price Retirement 2005 Fund Advisor Class	PARGX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
U.S. Equities - Growth
Columbia Acorn Fund Class A	LACAX	F-	U.S. Mid Cap - Growth	21	1.07%
U.S. Equities - Value
Columbia Mid Cap Value Fund Class A	CMUAX	C++	U.S. Mid Cap - Value	20	1.17%
Oppenheimer Value Fund Class A	CGRWX	B++	U.S. All Cap - Value	20	0.99%
Columbia Small Cap Value Fund I Class A	CSMIX	C++	U.S. Small Cap - Value	25	1.31%
American Funds Capital Income Builder Class R-4	RIREX	C++	U.S. Mega Cap - Value	9	0.65%
Global & Intl. Equity
Columbia Acorn International Fund Class A	LAIAX	A-	International Large Cap - Growth	15	1.23%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds The Bond Fund of America Class R-4	RBFEX	B-	Bond - Multi Sector	3	0.6%
American Funds American High-Income Trust Class R-4	RITEX	A++	Bond - U.S. High Yield	4	0.7%
Columbia U.S. Treasury Index Fund Class Z	IUTIX	C--	U.S. Treasury - Intermediate / Long	4	0.2%
Other
Columbia Large Cap Growth Fund II Class A	NMTAX		Other	0	1.23%
BOFA CASH RESERVES FUND CLASS	CHZXX		Other	0	0%

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