Client Solution Architects, 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
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
Fidelity Leveraged Company Stock Fund	FLVCX	B	U.S. All Cap	20	0.82%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class I	FINSX	B--	U.S. Large Cap - Growth	19	0.68%
Vanguard Small Capitalization Growth Index Fund Investor Shares	VISGX	C--	U.S. Small Cap - Growth	21	0.24%
Fidelity Select Biotechnology Portfolio	FBIOX	F	U.S. Micro Cap - Growth	26	0.75%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small Capitalization Value Index Fund Investor Shares	VISVX	B++	U.S. Small Cap - Value	22	0.24%
Vanguard Wellesley Income Fund Investor Shares	VWINX	C++	U.S. Mega Cap - Value	5	0.25%
Global & Intl. Equity
Vanguard Precious Metals And Mining Fund Investor Shares	VGPMX	D++	International Small Cap	17	0.25%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Other
Fidelity Strategic Income Fund	FSICX		Other	0	0.69%
Columbia Acorn Select Fund Class Z	ACTWX		Other	0	1.02%

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