Alex Lee, Inc. And Affiliates Retirement Savings 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
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	10	0.65%
T. Rowe Price Retirement 2025 Fund	TRRHX	B	U.S. All Cap	13	0.72%
T. Rowe Price Balanced Fund	RPBAX	C	U.S. Large Cap	14	0.6%
T. Rowe Price Retirement 2030 Fund	TRRCX	B	U.S. All Cap	15	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	B	U.S. All Cap	17	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	B	U.S. All Cap	18	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	B	U.S. All Cap	19	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	B	U.S. All Cap	19	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	B	U.S. All Cap	19	0.76%
T. Rowe Price Spectrum Growth Fund	PRSGX	B	U.S. All Cap	20	0.8%
T. Rowe Price Equity Index 500 Fund	PREIX	D	U.S. Large Cap	21	0.28%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	8	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	9	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	9	0.61%
U.S. Equities - Growth
T. Rowe Price New America Growth Fund	PRWAX	A--	U.S. All Cap - Growth	22	0.81%
T. Rowe Price Science and Technology Fund	PRSCX	A--	U.S. All Cap - Growth	22	0.86%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	B++	U.S. All Cap - Value	25	0.67%
Global & Intl. Equity
T. Rowe Price International Stock Fund	PRITX	A-	International Large Cap - Growth	18	0.85%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
T. Rowe Price New Income Fund	PRCIX	B-	Bond - Multi Sector	3	0.59%

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