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401k, 403b plan

Okta, Inc 401(k)

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Plan was created by lscotte on 4/15/2013.
Number of Followers: 3


COMMENTS plan comments help
comment plan brian 7/4/2021 7:02:35 PM
Plan has been updated based on company's 2019 form 5500 filing.

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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 
Victory Sycamore Established Value Fund Class R6VEVRXwas added by brian7/4/2021Remove
Fidelity International IndexFSPSXwas added by brian7/4/2021Remove
Oppenheimer Developing Markets Fund Class IODVIXwas added by brian7/4/2021Remove
Janus Triton Fund Class NJGMNXwas added by brian7/4/2021Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brian7/4/2021Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by brian7/4/2021Remove
PRIMECAP Odyssey Growth FundPOGRXwas added by brian7/4/2021Remove
DFA U.S. Sustainability Core 1 PortfolioDFSIXwas added by brian7/4/2021Remove
DFA U.S. Small Cap Value Portfolio Institutional ClassDFSVXwas added by brian7/4/2021Remove
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas added by brian7/4/2021Remove
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian7/4/2021Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by brian7/4/2021Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian7/4/2021Remove
Fidelity Mid Cap Index Fund Institutional ClassFSTPXwas removed by brian7/4/2021
Fidelity Spartan 500 Index InvestorFSMKXwas removed by brian7/4/2021
Fidelity Mid Cap Index Fund Institutional ClassFSTPXwas added by brian7/4/2021
Fidelity Spartan 500 Index InvestorFSMKXwas added by brian7/4/2021
Fidelity 500 IndexFXAIXwas removed by brian7/4/2021
AMG Yacktman Fund Class IYACKXwas removed by brian7/4/2021
Lord Abbett Developing Growth Fund Class ALAGWXwas removed by brian7/4/2021
Thornburg International Value Fund Class R5TIVRXwas removed by brian7/4/2021
Fidelity U.S. Government ReservesFGRXXwas removed by brian7/4/2021
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas removed by brian7/4/2021
Templeton Global Bond Fund Class ATPINXwas removed by brian7/4/2021
Metropolitan West Total Return Bond Fund Class IMWTIXwas removed by brian7/4/2021Remove
Franklin Gold and Precious Metals Fund Advisor ClassFGADXwas removed by brian7/4/2021
Oppenheimer Developing Markets Fund Class YODVYXwas removed by brian7/4/2021
Prudential Jennison Natural Resources Fund Class APGNAXwas removed by brian7/4/2021
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas removed by brian7/4/2021
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas removed by brian7/4/2021
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas removed by brian7/4/2021
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas removed by brian7/4/2021
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas removed by brian7/4/2021
Metropolitan West High Yield Bond Fund Class InstitutionalMWHIXwas removed by brian7/4/2021
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas removed by brian7/4/2021
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas removed by brian7/4/2021
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas removed by brian7/4/2021
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas removed by brian7/4/2021
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas removed by brian7/4/2021
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas removed by brian7/4/2021
Victory Sycamore Established Value Fund Class IVEVIXwas removed by brian7/4/2021
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas removed by brian7/4/2021
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by bombdizzle1/13/2020Remove
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas added by brian7/29/2019
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas removed by brian7/29/2019
Victory Sycamore Established Value Fund Class IVEVIXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas added by lscotte4/15/2013
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas added by lscotte4/15/2013
Metropolitan West High Yield Bond Fund Class InstitutionalMWHIXwas added by lscotte4/15/2013
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas added by lscotte4/15/2013
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by lscotte4/15/2013Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by lscotte4/15/2013
Fidelity U.S. Government ReservesFGRXXwas added by lscotte4/15/2013
Franklin Gold and Precious Metals Fund Advisor ClassFGADXwas added by lscotte4/15/2013
Prudential Jennison Natural Resources Fund Class APGNAXwas added by lscotte4/15/2013
Templeton Global Bond Fund Class ATPINXwas added by lscotte4/15/2013
Oppenheimer Developing Markets Fund Class YODVYXwas added by lscotte4/15/2013
Thornburg International Value Fund Class R5TIVRXwas added by lscotte4/15/2013
Fidelity Real Estate Index Fund Premium ClassFSRVXwas added by lscotte4/15/2013
Lord Abbett Developing Growth Fund Class ALAGWXwas added by lscotte4/15/2013
Fidelity Small Cap Index Fund Premium ClassFSSVXwas added by lscotte4/15/2013
Fidelity Mid Cap Index Fund Premium ClassFSCKXwas added by lscotte4/15/2013
Fidelity 500 Index Fund Premium ClassFUSVXwas added by lscotte4/15/2013
AMG Yacktman Fund Class IYACKXwas added by lscotte4/15/2013
Fidelity 500 IndexFXAIXwas added by lscotte4/15/2013
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by lscotte4/15/2013
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