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401k, 403b plan

Palo Alto Foundation Medical Group, Inc. 401(k)

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Plan was created by kivalia on 11/24/2011.
Number of Followers: 4


COMMENTS plan comments help
comment plan bmurphy 5/10/2013 10:48:59 AM
Plan updated as of 5/9/13. PAFMG Balanced fund is not included in our rendition.

comment plan bmurphy 7/24/2013 11:13:57 AM
Plan is up to date as of 7/24/2013. PAFMG Balanced fund still not included.

comment plan bmurphy 1/14/2016 10:46:32 AM
Replaced Vanguard Signal fund w/ Vanguard Admiral fund.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by bmurphy1/14/2016Remove
Vanguard REIT Index Fund Signal SharesVGRSXwas removed by bmurphy1/14/2016
Vanguard Target Retirement 2005 InvVTOVXwas removed by bmurphy5/10/2013
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by bmurphy5/10/2013Remove
Vanguard REIT Index Fund Signal SharesVGRSXwas added by bmurphy5/10/2013
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by kivalia11/24/2011Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by kivalia11/24/2011Remove
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXXwas added by kivalia11/24/2011Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by kivalia11/24/2011Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by kivalia11/24/2011Remove
Dodge & Cox Stock FundDODGXwas added by kivalia11/24/2011Remove
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by kivalia11/24/2011Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by kivalia11/24/2011Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by kivalia11/24/2011Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2005 InvVTOVXwas added by kivalia11/24/2011
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by kivalia11/24/2011Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by kivalia11/24/2011Remove
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