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401k, 403b plan

Evergreen Rehabilitation, Llc 401(K) Plan

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Plan was created by wjstid01 on 9/7/2015.
Number of Followers: 1


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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 
T. Rowe Price Retirement 2050 FundTRRMXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2055 FundTRRNXwas added by wjstid019/7/2015Remove
Baron Real Estate Fund Institutional SharesBREIXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by wjstid019/7/2015Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by wjstid019/7/2015Remove
Oakmark Fund Class IOAKMXwas added by wjstid019/7/2015Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas added by wjstid019/7/2015Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas added by wjstid019/7/2015Remove
AMG Managers Fairpointe Mid Cap Fund Class IABMIXwas added by wjstid019/7/2015Remove
The Hartford MidCap Fund Class YHMDYXwas added by wjstid019/7/2015Remove
JPMorgan U.S. Small Company Fund Institutional ClassJUSSXwas added by wjstid019/7/2015Remove
T. Rowe Price New Horizons FundPRNHXwas added by wjstid019/7/2015Remove
US Cash / Money MarketUSCASHwas added by wjstid019/7/2015Remove
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXwas added by wjstid019/7/2015Remove
Dodge & Cox Income FundDODIXwas added by wjstid019/7/2015Remove
DFA World ex U.S. Government Fixed Income Portfolio Institutional Class SharesDWFIXwas added by wjstid019/7/2015Remove
American Funds American Balanced Fund Class R-6RLBGXwas added by wjstid019/7/2015Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by wjstid019/7/2015Remove
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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