Model N 401(k)

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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
Fidelity Freedom 2060 Fund	FDKVX	B	U.S. All Cap	13	0.45%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Scout Mid Cap Fund	UMBMX	F+	U.S. Mid Cap	18	1.07%
Glenmede Small Cap Equity Portfolio Class Advisor	GTCSX	A+	U.S. Small Cap	22	0.91%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund	FDCAX	A--	U.S. All Cap - Growth	18	0.77%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Artisan Mid Cap Fund Investor Class	ARTMX	D-	U.S. Mid Cap - Growth	21	1.22%
U.S. Equities - Value
American Century Large Company Value Fund Investor Class	ALVIX	D++	U.S. Mega Cap - Value	14	0.85%
Invesco Diversified Dividend Fund R5 Class	DDFIX	D++	U.S. All Cap - Value	15	0.57%
Fidelity Large Cap Stock Fund	FLCSX	B++	U.S. All Cap - Value	17	0.88%
Fidelity Small Cap Discovery Fund	FSCRX	B++	U.S. Mid Cap - Value	20	1.01%
John Hancock Funds Disciplined Value Mid Cap Fund Class A	JVMAX	D++	U.S. Mid Cap - Value	20	1.17%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
Fidelity Diversified International Fund	FDIVX	B-	International Large Cap - Growth	14	0.92%
Wells Fargo Emerging Markets Equity Fund - Class Admin	EMGYX	C	Emerging Markets	18	1.48%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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