MyPlanIQ 401k Investor Plumas Bank 401 (k) Profit Sharing Plan

Plumas Bank 401 (k) Profit Sharing Plan Investment Model Portfolios

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PLUMAS BANK 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth Fund
Others
Moderate Allocation ACESX Van Kampen Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Adv Small Cap Fund
LARGE BLEND PDSIX Dryden Stock Index Fund
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth Fund
Others
Moderate Allocation ACESX Van Kampen Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Adv Small Cap Fund
LARGE BLEND PDSIX Dryden Stock Index Fund
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Fund
Mid-Cap Growth JDERX Jennison Mid Cap Growth Fund
LARGE GROWTH PJGRX Jennison Growth Fund
LARGE BLEND NYVRX Davis NY Venture Fund
SMALL VALUE PNVRX Allianz NIJ Small Cap Fund
Total Available Funds: 11
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth Fund 94% 3 60 0 0.84% 1.45%
Others
Moderate Allocation ACESX Van Kampen Equity Income Fund 46% 3 60 0 1.04% 1.41%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 3.22%
US EQUITY
SMALL BLEND FSCIX Fidelity Adv Small Cap Fund 91% 3 60 0 2.15% 1.62%
LARGE BLEND PDSIX Dryden Stock Index Fund 76% 3 60 0 0.19% 1.39%
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 0.74%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Fund 67% 3 60 0 0.82% 0%
Mid-Cap Growth JDERX Jennison Mid Cap Growth Fund 54% 3 60 0 1.08% 0%
LARGE GROWTH PJGRX Jennison Growth Fund 44% 3 60 0 0.58% 0%
LARGE BLEND NYVRX Davis NY Venture Fund 41% 3 60 0 1.75% 1.35%
SMALL VALUE PNVRX Allianz NIJ Small Cap Fund 0% 3 60 0 1.43% 1.79%
Average Expense Ratio: 1.03%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 7.5% 2.3% 5.1% 4.7% 5.4%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 5.5% -0.4% 2.6% 3.4% 4.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:PLBC)
The plan consists of 11 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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