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Booz Allen Hamilton, Inc. Employees' Capital Accumulation Plan

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Plan was created by Kivalia on 10/24/2014.
Number of Followers: 13


COMMENTS plan comments help
comment plan brian 6/3/2021 11:05:51 AM
Plan has been updated using end of year 2019 5500 filing. Missing "State Street Investment Funds" and "State Street Coinvt Funds", as we're not sure what these funds actually are.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Russell 1000 Value Index Fundwas removed by brian6/3/2021
Russell 1000 Growth Index Fundwas removed by brian6/3/2021
T. Rowe Price Institutional U.S. Structured Research FundTRISXwas added by brian6/3/2021Remove
T. Rowe Price Institutional U.S. Structured Research FundTRISXwas removed by brian6/3/2021Remove
T. Rowe Price Institutional U.S. Structured Research FundTRISXwas added by brian6/3/2021Remove
T. Rowe Price Institutional U.S. Structured Research FundTRISXwas removed by brian6/3/2021Remove
T. Rowe Price Institutional U.S. Structured Research FundTRISXwas added by brian6/3/2021Remove
State Street Russell 2000 Indexwas added by brian6/3/2021Remove
SSGA Real Asset NL Serieswas added by brian6/3/2021Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brian6/3/2021Remove
Europacific Growth Fundwas removed by brian6/3/2021
State Street Instl Invest Trust Treasury MMwas added by brian6/3/2021Remove
State Street Instl Invest Trust Treasury MMwas removed by brian6/3/2021Remove
SSGA US Bond Index Ser Awas added by brian6/3/2021Remove
Bond Fundwas removed by brian6/3/2021
State Street Bank Daily EAFE Indexwas added by brian6/3/2021Remove
State Street Bank Daily EAFE Indexwas removed by brian6/3/2021Remove
BlackRock LifePath Index Retirement Fund Institutional SharesLIRIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXwas added by brian6/3/2021Remove
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXwas added by brian6/3/2021Remove
BlackRock LifePath 2035 Fund Investor A SharesLPJAXwas removed by brian6/3/2021
BlackRock LifePath 2030 Fund Investor A SharesLPRDXwas removed by brian6/3/2021
BlackRock LifePath 2025 Fund Investor A SharesLPBAXwas removed by brian6/3/2021
BlackRock LifePath 2020 Fund Investor A SharesLPRCXwas removed by brian6/3/2021
BlackRock LifePath Retirement Portfolio Investor A SharesLPRAXwas removed by brian6/3/2021
BlackRock LifePath 2055 Fund Investor A SharesLPVAXwas removed by brian6/3/2021
BlackRock LifePath 2050 Fund Investor A SharesLPRFXwas removed by brian6/3/2021
BlackRock LifePath 2045 Fund Investor A SharesLPHAXwas removed by brian6/3/2021
BlackRock LifePath 2040 Fund Investor A SharesLPREXwas removed by brian6/3/2021
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXwas added by brian6/3/2021Remove
Real Asset Fundwas added by Kivalia10/24/2014Remove
State Street Bank Daily EAFE Indexwas added by Kivalia10/24/2014Remove
Europacific Growth Fundwas added by Kivalia10/24/2014
Russell 1000 Growth Index Fundwas added by Kivalia10/24/2014
Russell 1000 Value Index Fundwas added by Kivalia10/24/2014
SSgA S&P500 Index Fundwas added by Kivalia10/24/2014Remove
Bond Fundwas added by Kivalia10/24/2014
State Street Instl Invest Trust Treasury MMwas added by Kivalia10/24/2014Remove
BlackRock LifePath Retirement Portfolio Investor A SharesLPRAXwas added by Kivalia10/24/2014
BlackRock LifePath 2055 Fund Investor A SharesLPVAXwas added by Kivalia10/24/2014
BlackRock LifePath 2050 Fund Investor A SharesLPRFXwas added by Kivalia10/24/2014
BlackRock LifePath 2045 Fund Investor A SharesLPHAXwas added by Kivalia10/24/2014
BlackRock LifePath 2040 Fund Investor A SharesLPREXwas added by Kivalia10/24/2014
BlackRock LifePath 2035 Fund Investor A SharesLPJAXwas added by Kivalia10/24/2014
BlackRock LifePath 2030 Fund Investor A SharesLPRDXwas added by Kivalia10/24/2014
BlackRock LifePath 2025 Fund Investor A SharesLPBAXwas added by Kivalia10/24/2014
BlackRock LifePath 2020 Fund Investor A SharesLPRCXwas added by Kivalia10/24/2014
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