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Humana Retirement And Savings Plan

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Plan was created by brian on 8/4/2020.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 8/4/2020 11:24:18 PM
Plan is exactly correct based off of recent 11K filing; as of 12/31/19. Plan missing "Schwab Managed Retirement Trust Income Fund Class VI". Most options are proxied with comparable mutual funds.

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TRANSACTIONS investment options help
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NameTickerActionDate 
PIMCO Total Return Fund Institutional ClassPTTRXwas added by brian8/4/2020Remove
Delaware Small Cap Value Fund Institutional ClassDEVIXwas added by brian8/4/2020Remove
Loomis Sayles Small Cap Growth Fund Institutional ClassLSSIXwas added by brian8/4/2020Remove
Artisan International Growth Trustwas added by brian8/4/2020Remove
State Street Russell All Cap Cwas added by brian8/4/2020Remove
State Street Russell Small Cap Kwas added by brian8/4/2020Remove
State Street Equity 500 Index Ksssyxwas added by brian8/4/2020Remove
Schwab Institutional Large Cap Value Trust Fundwas added by brian8/4/2020Remove
JP Morgan Chase Bank Large Cap Growth Fundwas added by brian8/4/2020Remove
Schwab Target 2010 FundSWBRXwas added by brian8/4/2020Remove
Schwab Target 2015 FundSWGRXwas added by brian8/4/2020Remove
Schwab Target 2020 FundSWCRXwas added by brian8/4/2020Remove
Schwab Target 2025 FundSWHRXwas added by brian8/4/2020Remove
Schwab Target 2030 FundSWDRXwas added by brian8/4/2020Remove
Schwab Target 2035 FundSWIRXwas added by brian8/4/2020Remove
Schwab Target 2040 FundSWERXwas added by brian8/4/2020Remove
Schwab Target 2045 FundSWMRXwas added by brian8/4/2020Remove
Schwab Target 2050 FundSWNRXwas added by brian8/4/2020Remove
Schwab Target 2055 FundSWORXwas added by brian8/4/2020Remove
Schwab Target 2060swprxwas added by brian8/4/2020Remove
State Street Global All Cap Equity Ex. U.S. Index Fundwas added by brian8/4/2020Remove
Humana IncHUMwas added by brian8/4/2020Remove
Stable Value Fund:was added by brian8/4/2020Remove
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Plan Transactions

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