Clinical Laboratory Partners, Llc 401(K) Savings And Retirement Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
JPMorgan Disciplined Equity Fund Class R6	JDEUX	C	U.S. Large Cap	16	0.35%
Neuberger Berman Absolute Return Multi-Manager Fund Institutional Class	NABIX	C+	U.S. Mid Cap	4	2.01%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Value
Victory Global Natural Resources Fund Class Y	RSNYX	A++	U.S. Small Cap - Value	36	1.12%
Global & Intl. Equity
Pioneer Flexible Opportunities Fund Class Y	PMYRX	B++	International Small Cap	12	0.9%
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%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
BlackRock U.S. Total Bond Index Fund Institutional Shares	BMOIX	B--	U.S. Treasury - Intermediate / Long	3	0.25%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
Other
Lazard Emerging Markets Multi Asset Portfolio Institutional Shares	EMMIX		Other	0	1.3%
Westwood SMidCap Plus Fund Institutional Class	WHGPX		Other	0	1%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information