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401k, 403b plan

Object Edge, Inc. Employees' 401(K) Savings Plan

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Plan was created by narendrar on 4/17/2014.
Number of Followers: 3


COMMENTS plan comments help
comment plan bmurphy 1/18/2016 6:23:48 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.

comment plan narendrar 9/2/2020 1:45:09 PM
Funds changing as of Sep 25th. Investment to be Added to the Plan: VEMAX – Vanguard Emerging Mkts Stock Idx VTIAX – Vanguard Total Intl Stock Idx Adm VBILX – Vanguard Interm-Term Bond Index VFIAX – Vanguard 500 Index Admiral VIGAX – Vanguard Growth Index Admiral VVIAX – Vanguard Value Index Adm FSMAX – Fidelity Extended Market Index VMGMX – Vanguard Mid-Cap Growth Idx VMVAX – Vanguard Mis-Cap Value Index Am VMFXX – Vanguard Federal Money Market Ivestor PIMIX – PIMCO Income Instl DBLSX – Doubleline low duration Bond I VSMAX – Vanguard Small Cap Index Adm VSGAX – Vanguard Small Cap Growth Index Adm VSIAX – Vanguard Small Cap Value Index Adm VTWNX – Vanguard Target Retirement 2020 VTTVX – Vanguard Target Retirement 2025 VTHRX – Vanguard Target Retirement 2030 VTTHX – Vanguard Target Retirement 2025 VFORX – Vanguard Target Retirement 2040 VTIVX – Vanguard Target Retirement 2045 VFIFX – Vanguard Target Retirement 2050 VFFVX – Vanguard Target Retirement 2055 VTTSX – Vanguard Target Retirement 2060 VLXVX – Vanguard Target Retirement 2065 VTINX – Vanguard Target Retirement Income Inv

comment plan narendrar 9/2/2020 1:46:25 PM
Investments to be Eliminated from the Plan on Sep 25th: DFEVX – DFA Emerging Markets Value I ARTIX – Artisan International Investor VAIPX – Vanguard Inflation-Protected Secs Adm PTTRX – PIMCO Total Return Instl VFIJX – Vanguard GNMA Adm BEQGX – American Century Equity Growth Inv VTSAX – Vanguard Total Stock Mkt Idx Adm RGAGX – American Funds Growth fund of Ameri TGIGX – TCW Relative Value Dividend Apprec HFMDX – Hennessy Cornerstone Mid Cap 30 Inv ARTQX – Artisan Mid Cap Value Investor JMCVX – Janus Henderson Mid Cap Value T

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TRANSACTIONS investment options help
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NameTickerActionDate 
Rainier Small/Mid Cap Equity Fund Original SharesRIMSXwas removed by brian9/3/2020
Perkins Mid Cap Value Fund Class TJMCVXwas removed by brian9/3/2020
Hennessy Cornerstone Mid Cap 30 Fund Investor ClassHFMDXwas removed by brian9/3/2020
TCW Relative Value Dividend Appreciation Fund Class NTGIGXwas removed by brian9/3/2020
American Funds The Growth Fund of America Class R-6RGAGXwas removed by brian9/3/2020
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXwas removed by brian9/3/2020
American Century Equity Growth Fund Investor ClassBEQGXwas removed by brian9/3/2020
Vanguard GNMA Fund Admiral SharesVFIJXwas removed by brian9/3/2020
PIMCO Total Return Fund Class RPTRRXwas removed by brian9/3/2020
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas removed by brian9/3/2020
Artisan International Fund Investor ClassARTIXwas removed by brian9/3/2020
Artisan Mid Cap Value Fund Investor ClassARTQXwas removed by brian9/3/2020
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas removed by brian9/3/2020
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by narendrar9/2/2020Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by narendrar9/2/2020Remove
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by narendrar9/2/2020Remove
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXwas added by narendrar9/2/2020Remove
DoubleLine Low Duration Bond Fund Class IDBLSXwas added by narendrar9/2/2020Remove
PIMCO Income Fund Institutional ClassPIMIXwas added by narendrar9/2/2020Remove
Vanguard Federal Money Market Fund Investor SharesVMFXXwas added by narendrar9/2/2020Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by narendrar9/2/2020Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by narendrar9/2/2020Remove
Fidelity Extended Market IndexFSMAXwas added by narendrar9/2/2020Remove
PSI All Asset Fund Class A SharesFXMAXwas removed by narendrar9/2/2020
PSI All Asset Fund Class A SharesFXMAXwas added by narendrar9/2/2020
Vanguard Value Index Fund Admiral SharesVVIAXwas added by narendrar9/2/2020Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by narendrar9/2/2020Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by narendrar9/2/2020Remove
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXwas added by narendrar9/2/2020Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by narendrar9/2/2020Remove
Artisan Small Cap Value InvestorARTVXwas removed by narendrar6/28/2019
Artisan Mid Cap Value Fund Investor ClassARTQXwas added by narendrar4/9/2018
Hennessy Cornerstone Mid Cap 30 Fund Investor ClassHFMDXwas added by narendrar4/9/2018
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXwas added by bmurphy1/18/2016
Vanguard Total Stock Market Index Fund Signal SharesVTSSXwas removed by bmurphy1/18/2016
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by narendrar6/15/2015Remove
Vanguard Small Cap Index Fund Signal SharesVSISXwas removed by narendrar6/15/2015
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas removed by narendrar6/15/2015
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by narendrar6/15/2015Remove
Vanguard Emerging Markets Stock Index Fund Signal SharesVERSXwas removed by narendrar6/15/2015
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by narendrar6/15/2015Remove
Vanguard Small Cap Index Fund Signal SharesVSISXwas added by narendrar4/17/2014
Artisan Small Cap Value InvestorARTVXwas added by narendrar4/17/2014
Vanguard Wellington Fund Admiral SharesVWENXwas added by narendrar4/17/2014Remove
Perkins Mid Cap Value Fund Class TJMCVXwas added by narendrar4/17/2014
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas added by narendrar4/17/2014
Rainier Small/Mid Cap Equity Fund Original SharesRIMSXwas added by narendrar4/17/2014
Columbia Acorn Fund Class ZACRNXwas added by narendrar4/17/2014Remove
TCW Relative Value Dividend Appreciation Fund Class NTGIGXwas added by narendrar4/17/2014
Columbia Dividend Income Fund Class ALBSAXwas added by narendrar4/17/2014Remove
BlackRock Equity Dividend Fund Investor A SharesMDDVXwas added by narendrar4/17/2014Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by narendrar4/17/2014
Vanguard Total Stock Market Index Fund Signal SharesVTSSXwas added by narendrar4/17/2014
American Funds Fundamental Investors Class R-6RFNGXwas added by narendrar4/17/2014Remove
American Century Equity Growth Fund Investor ClassBEQGXwas added by narendrar4/17/2014
PIMCO Total Return Fund Class RPTRRXwas added by narendrar4/17/2014
Vanguard GNMA Fund Admiral SharesVFIJXwas added by narendrar4/17/2014
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by narendrar4/17/2014
Artisan International Fund Investor ClassARTIXwas added by narendrar4/17/2014
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by narendrar4/17/2014Remove
Vanguard Emerging Markets Stock Index Fund Signal SharesVERSXwas added by narendrar4/17/2014
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas added by narendrar4/17/2014
US Cash / Money MarketUSCASHwas added by narendrar4/17/2014Remove
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