Evercore Partners Services East, Llc Retirement 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
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	10	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	12	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	A	U.S. All Cap	13	0%
Fidelity Balanced Fund Class K	FBAKX	B	U.S. All Cap	15	0.46%
Fidelity Freedom 2035 Fund Class K	FSNUX	A	U.S. All Cap	16	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	A	U.S. All Cap	17	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	A	U.S. All Cap	17	0%
Fidelity Freedom 2060 Fund Class K	FNSFX	A	U.S. All Cap	17	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	A	U.S. All Cap	17	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	A	U.S. All Cap	17	0%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Fidelity Leveraged Company Stock Fund Class K	FLCKX	A	U.S. All Cap	27	0.68%
Fidelity Small Cap Index	FSSNX	C++	U.S. Small Cap	31	0.05%
Fidelity Freedom Income Class K	FNSHX	B	U.S. All Cap	4	0%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	5	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	7	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	8	0%
Fidelity Capital & Income Fund	FAGIX	A++	U.S. Mid Cap	9	0.71%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund Class K	FCAKX	A--	U.S. All Cap - Growth	22	0.63%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	23	0.56%
Conestoga Small Cap Fund Investors Class	CCASX	D+	U.S. Small Cap - Growth	25	1.1%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	D+	U.S. Mega Cap - Value	21	0.91%
Northern Small Cap Value Fund	NOSGX	F++	U.S. Small Cap - Value	35	1%
Global & Intl. Equity
Fidelity International Discovery Fund Class K	FIDKX	A-	International Large Cap - Growth	18	0.83%
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
Fidelity Emerging Markets Index	FPADX	C++	Emerging Markets	20	0.1%
Victory Sophus Emerging Markets Fund Class Y	RSENX	B++	Emerging Markets	22	1.31%
Bonds
Fidelity Government Money Market Fund		C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
American Century Inflation Adjusted Bond Fund Investor Class	ACITX	C+	U.S. Treasury - TIPS	4	0.47%
Loomis Sayles Bond Fund Admin Class	LBFAX	C++	Bond - U.S. High Yield	5	1.18%
Other
Vanguard Dividend Appreciation Index Fund Investor Shares	VDAIX		Other	0	0.2%

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