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401k, 403b plan

Herrington And Nunn Partnership Retirement Plan & Trust

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Plan was created by jeffbourassa on 4/21/2014.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 1/18/2016 6:15:10 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by bmurphy1/18/2016Remove
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas removed by bmurphy1/18/2016
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by bmurphy1/18/2016Remove
Vanguard Small Cap Index Fund Signal SharesVSISXwas removed by bmurphy1/18/2016
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXwas added by bmurphy1/18/2016Remove
Vanguard Total Stock Market Index Fund Signal SharesVTSSXwas removed by bmurphy1/18/2016
Nuveen Dividend Value Fund Class IFAQIXwas added by jeffbourassa4/21/2014Remove
Oakmark International Fund Class IOAKIXwas added by jeffbourassa4/21/2014Remove
Principal MidCap Fund Institutional ClassPCBIXwas added by jeffbourassa4/21/2014Remove
Wells Fargo Premier Large Company Growth Fund - Class InstEKJYXwas added by jeffbourassa4/21/2014Remove
Vanguard Small Cap Index Fund Signal SharesVSISXwas added by jeffbourassa4/21/2014
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by jeffbourassa4/21/2014Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by jeffbourassa4/21/2014Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by jeffbourassa4/21/2014Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by jeffbourassa4/21/2014Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by jeffbourassa4/21/2014Remove
Vanguard Total Stock Market Index Fund Signal SharesVTSSXwas added by jeffbourassa4/21/2014
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by jeffbourassa4/21/2014Remove
US Cash / Money MarketUSCASHwas added by jeffbourassa4/21/2014Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by jeffbourassa4/21/2014Remove
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by jeffbourassa4/21/2014Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by jeffbourassa4/21/2014Remove
T. Rowe Price Personal Strategy Growth FundTRSGXwas added by jeffbourassa4/21/2014Remove
T. Rowe Price Capital Appreciation FundPRWCXwas added by jeffbourassa4/21/2014Remove
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas added by jeffbourassa4/21/2014
Vanguard Selected Value Fund Investor SharesVASVXwas added by jeffbourassa4/21/2014Remove
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