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401k, 403b plan

Trek Development Group SH 401(k)

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Plan was created by kivalia on 1/21/2012.
Number of Followers: 4


COMMENTS plan comments help
comment plan bmurphy 2/16/2012 12:11:45 PM
Verified Plan as of 2/16/12.

comment plan bmurphy 1/23/2013 10:52:05 AM
Plan is correct as of 1/24/2013.

comment plan bmurphy 4/21/2013 4:18:49 PM
Plan is accurate as of 4/21/13.

comment plan bmurphy 7/21/2013 5:24:05 PM
Plan is up to date as of 7/22/13.

comment plan bmurphy 1/8/2014 10:38:01 AM
Plan is exactly correct as of 1/8/2014.

comment plan bmurphy 7/11/2014 12:30:20 PM
Plan is exactly right as of 7/11/14.

comment plan bmurphy 10/11/2014 3:57:48 PM
Exactly correct as of 10/11/14.

comment plan bmurphy 4/25/2016 11:02:11 AM
Plan is exactly correct, but missing RCNTX which is not in our database at present.

comment plan bmurphy 9/11/2016 10:22:33 PM
Plan is exactly correct as of today.

comment plan bmurphy 1/18/2017 11:55:36 AM
Plan has been terminated and is being replaced by Trek plan. Will rename. Plan is exactly correct as of 1/18/17.

comment plan bmurphy 2/12/2017 5:17:54 PM
Plan was renamed Trek Development Group SH 401(k), Ralph Falbo Plan has been cancelled and assets rolled into this new plan. In the new plan 5 funds have been removed. Plan is completely updated as of today.

comment plan bmurphy 5/8/2017 12:22:41 PM
Removed New Economy fund which has been removed.

comment plan bmurphy 1/24/2018 5:00:41 PM
Removed U.S. Government Securities Fund, which has been removed from the plan.

comment plan bmurphy 5/30/2018 11:15:42 AM
Plan is exactly correct as of today - 5/30/2018.

comment plan bmurphy 1/31/2019 11:27:43 AM
A bunch of funds class changes that need to be added to the database.

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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 
American Funds 2045 Target Date Retirement Fund Class R-3RCHTXwas removed by bmurphy1/31/2019
American Funds 2035 Target Date Retirement Fund Class R-3RCFTXwas removed by bmurphy1/31/2019
Am Fds 2040 Tgt Shs -R2E-RBEKXwas added by bmurphy1/31/2019Remove
Am Fds 2035 Tgt Shs -R2E-RBEFXwas added by bmurphy1/31/2019Remove
Am Fds 2035 Tgt Shs -R2E-RBEFXwas removed by bmurphy10/31/2018Remove
Am Fds 2040 Tgt Shs -R2E-RBEKXwas removed by bmurphy10/31/2018Remove
American Funds 2045 Target Date Retirement Fund Class R-3RCHTXwas added by bmurphy10/31/2018
American Funds 2035 Target Date Retirement Fund Class R-3RCFTXwas added by bmurphy10/31/2018
American Funds Short-Term Bond Fund of America Class R-3RAMCXwas added by bmurphy10/31/2018Remove
American Funds Capital World Bond Fund Class R-3RCWCXwas added by bmurphy10/31/2018Remove
American Funds Capital Income Builder Class R-3RIRCXwas added by bmurphy10/31/2018Remove
American Funds U.S. Government Money Market Fund Class R-3RACXXwas removed by bmurphy10/31/2018
American Funds SMALLCAP World Fund Class R-3RSLCXwas removed by bmurphy10/31/2018
American Funds 2045 Target Date Retirement Fund Class R-3RCHTXwas removed by bmurphy10/31/2018
American Funds 2040 Target Date Retirement Fund Class R-3RCKTXwas removed by bmurphy10/31/2018
American Funds 2035 Target Date Retirement Fund Class R-3RCFTXwas removed by bmurphy10/31/2018
American Funds 2030 Target Date Retirement Fund Class R-3RCETXwas removed by bmurphy10/31/2018
American Funds American Balanced Fund Class R-3RLBCXwas removed by bmurphy10/31/2018
American Funds 2025 Target Date Retirement Fund Class R-3RCDTXwas removed by bmurphy10/31/2018
American Funds 2020 Target Date Retirement Fund Class R-3RCCTXwas removed by bmurphy10/31/2018
American Funds 2015 Target Date Retirement Fund Class R-3RCJTXwas removed by bmurphy10/31/2018
American Funds 2010 Target Date Retirement Fund Class R-3RCATXwas removed by bmurphy10/31/2018
American Funds 2050 Target Date Retirement Fund Class R-3RCITXwas removed by bmurphy10/31/2018
American Funds 2055 Target Date Retirement Fund Class R-3RCMTXwas removed by bmurphy10/31/2018
American Funds 2060 Target Date Retirement Fund Class R-3RCNTXwas removed by bmurphy10/31/2018
American Funds U.S. Government Money Market FundRBEXXwas added by bmurphy10/31/2018Remove
Oppenheimer International Bond Fund Class ROIBNXwas added by bmurphy10/31/2018Remove
MFS Emerging Markets Debt R2MEDEXwas added by bmurphy10/31/2018Remove
Prudential Jennison Small Company Fund Class RJSCRXwas added by bmurphy10/31/2018Remove
Perkins Mid Cap Value Fund Class RJDPRXwas added by bmurphy10/31/2018Remove
BlackRock Global Opportunities Portfolio Class RBGORXwas added by bmurphy10/31/2018Remove
American Funds 2045 Target Date Retirement Fund Class R-2ERBHHXwas added by bmurphy10/31/2018Remove
Am Fds 2040 Tgt Shs -R2E-RBEKXwas added by bmurphy10/31/2018Remove
Am Fds 2035 Tgt Shs -R2E-RBEFXwas added by bmurphy10/31/2018Remove
American Funds 2030 Target Date Retirement Fund Class R-2ERBEEXwas added by bmurphy10/31/2018Remove
American Funds 2025 Target Date Retirement Fund Class R-2ERBEDXwas added by bmurphy10/31/2018Remove
American Funds 2020 Target Date Retirement Fund Class R-2ERBEHXwas added by bmurphy10/31/2018Remove
American Funds 2015 Target Date Retirement Fund Class R-2ERBEJXwas added by bmurphy10/31/2018Remove
American Funds 2010 Target Date Retirement Fund Class R-2ERBEAXwas added by bmurphy10/31/2018Remove
American Funds 2050 Target Date Retirement Fund Class R-2ERBHEXwas added by bmurphy10/31/2018Remove
American Funds 2055 Target Date Retirement Fund Class R-2ERBEMXwas added by bmurphy10/31/2018Remove
American Funds 2060 Target Date Retirement Fund Class R-2ERBENXwas added by bmurphy10/31/2018Remove
American Funds U.S. Government Securities Fund Class R-3RGVCXwas removed by bmurphy1/24/2018
American Funds The New Economy Fund Class R-3RNGCXwas removed by bmurphy5/8/2017
American Funds Capital World Bond Fund Class R-3RCWCXwas removed by bmurphy2/12/2017Remove
American Funds Intermediate Bond Fund of America Class R-3RBOCXwas removed by bmurphy2/12/2017
American Funds American Mutual Fund Class R-3RMFCXwas removed by bmurphy2/12/2017
American Funds AMCAP Fund Class R-3RAFCXwas removed by bmurphy2/12/2017
American Funds Fundamental Investors Class R-3RFNCXwas removed by bmurphy2/12/2017
American Funds 2060 Target Date Retirement Fund Class R-3RCNTXwas added by bmurphy9/11/2016
MFS Mid Cap Value Fund Class R1MVCGXwas removed by bmurphy6/12/2012
MFS Value Fund Class R1MEIGXwas removed by bmurphy6/12/2012
Oppenheimer Mid Cap Value Fund Class CQSCCXwas removed by bmurphy6/12/2012
Fidelity Advisor Small Cap Fund Class CFSCEXwas removed by bmurphy6/12/2012
Federated Absolute Return Fund Class C SharesFMRCXwas removed by bmurphy6/12/2012
American Funds 2025 Target Date Retirement Fund Class R-1RADTXwas removed by bmurphy6/12/2012
American Funds 2035 Target Date Retirement Fund Class R-1RAFTXwas removed by bmurphy6/12/2012
American Funds EuroPacific Growth Fund Class R-1RERAXwas removed by bmurphy6/12/2012
American Funds Intermediate Bond Fund of America Class R-1RBOAXwas removed by bmurphy6/12/2012
American Funds U.S. Government Securities Fund Class R-1RGVAXwas removed by bmurphy6/12/2012
Eaton Vance Dividend Builder Fund Class CECTMXwas removed by bmurphy6/12/2012
Federated Kaufmann Fund Class C SharesKAUCXwas removed by bmurphy6/12/2012
American Funds AMCAP Fund Class R-1RAFAXwas removed by bmurphy6/12/2012
US Cash / Money MarketUSCASHwas removed by bmurphy6/12/2012
Templeton Foreign Smaller Companies Fund Class Advisor CFCFSXwas removed by bmurphy6/12/2012
Fidelity Prime Fund - Daily Money ClassFDAXXwas removed by bmurphy6/12/2012
Franklin Small Cap Value Fund Class CFRVFXwas removed by bmurphy6/12/2012
Franklin Moderate Allocation Fund Class CFTMTXwas removed by bmurphy6/12/2012
Goldman Sachs High Yield Fund Class CGSHCXwas removed by bmurphy6/12/2012
Western Asset Corporate Bond Fund Class C1SBILXwas removed by bmurphy6/12/2012
American Funds 2055 Target Date Retirement Fund Class R-3RCMTXwas added by bmurphy6/12/2012
American Funds 2050 Target Date Retirement Fund Class R-3RCITXwas added by bmurphy6/12/2012
American Funds 2045 Target Date Retirement Fund Class R-3RCHTXwas added by bmurphy6/12/2012
American Funds 2040 Target Date Retirement Fund Class R-3RCKTXwas added by bmurphy6/12/2012
American Funds 2035 Target Date Retirement Fund Class R-3RCFTXwas added by bmurphy6/12/2012
American Funds 2030 Target Date Retirement Fund Class R-3RCETXwas added by bmurphy6/12/2012
American Funds 2025 Target Date Retirement Fund Class R-3RCDTXwas added by bmurphy6/12/2012
American Funds 2020 Target Date Retirement Fund Class R-3RCCTXwas added by bmurphy6/12/2012
American Funds 2015 Target Date Retirement Fund Class R-3RCJTXwas added by bmurphy6/12/2012
American Funds 2010 Target Date Retirement Fund Class R-3RCATXwas added by bmurphy6/12/2012
American Funds U.S. Government Money Market Fund Class R-3RACXXwas added by bmurphy6/12/2012
American Funds U.S. Government Securities Fund Class R-3RGVCXwas added by bmurphy6/12/2012
American Funds The Bond Fund of America Class R-3RBFCXwas added by bmurphy6/12/2012Remove
American Funds Intermediate Bond Fund of America Class R-3RBOCXwas added by bmurphy6/12/2012
American Funds Capital World Bond Fund Class R-3RCWCXwas added by bmurphy6/12/2012Remove
American Funds American High-Income Trust Class R-3RITCXwas added by bmurphy6/12/2012Remove
American Funds American Balanced Fund Class R-3RLBCXwas added by bmurphy6/12/2012
American Funds The Income Fund of America Class R-3RIDCXwas added by bmurphy6/12/2012Remove
American Funds Washington Mutual Investors Fund Class R-3RWMCXwas added by bmurphy6/12/2012Remove
American Funds Investment Company of America Class R-3RICCXwas added by bmurphy6/12/2012Remove
American Funds Fundamental Investors Class R-3RFNCXwas added by bmurphy6/12/2012
American Funds American Mutual Fund Class R-3RMFCXwas added by bmurphy6/12/2012
American Funds The New Economy Fund Class R-3RNGCXwas added by bmurphy6/12/2012
American Funds The Growth Fund of America Class R-3RGACXwas added by bmurphy6/12/2012Remove
American Funds SMALLCAP World Fund Class R-3RSLCXwas added by bmurphy6/12/2012
American Funds New World Fund Class R-3RNWCXwas added by bmurphy6/12/2012Remove
American Funds New Perspective Fund Class R-3RNPCXwas added by bmurphy6/12/2012Remove
American Funds EuroPacific Growth Fund Class R-3RERCXwas added by bmurphy6/12/2012Remove
American Funds AMCAP Fund Class R-3RAFCXwas added by bmurphy6/12/2012
MFS Mid Cap Value Fund Class R1MVCGXwas added by kivalia1/21/2012
MFS Value Fund Class R1MEIGXwas added by kivalia1/21/2012
Oppenheimer Mid Cap Value Fund Class CQSCCXwas added by kivalia1/21/2012
Fidelity Advisor Small Cap Fund Class CFSCEXwas added by kivalia1/21/2012
Federated Absolute Return Fund Class C SharesFMRCXwas added by kivalia1/21/2012
American Funds 2025 Target Date Retirement Fund Class R-1RADTXwas added by kivalia1/21/2012
American Funds 2035 Target Date Retirement Fund Class R-1RAFTXwas added by kivalia1/21/2012
American Funds AMCAP Fund Class R-1RAFAXwas added by kivalia1/21/2012
American Funds EuroPacific Growth Fund Class R-1RERAXwas added by kivalia1/21/2012
American Funds Intermediate Bond Fund of America Class R-1RBOAXwas added by kivalia1/21/2012
American Funds U.S. Government Securities Fund Class R-1RGVAXwas added by kivalia1/21/2012
Eaton Vance Dividend Builder Fund Class CECTMXwas added by kivalia1/21/2012
Federated Kaufmann Fund Class C SharesKAUCXwas added by kivalia1/21/2012
US Cash / Money MarketUSCASHwas added by kivalia1/21/2012
Templeton Foreign Smaller Companies Fund Class Advisor CFCFSXwas added by kivalia1/21/2012
Fidelity Prime Fund - Daily Money ClassFDAXXwas added by kivalia1/21/2012
Franklin Small Cap Value Fund Class CFRVFXwas added by kivalia1/21/2012
Franklin Moderate Allocation Fund Class CFTMTXwas added by kivalia1/21/2012
Goldman Sachs High Yield Fund Class CGSHCXwas added by kivalia1/21/2012
Western Asset Corporate Bond Fund Class C1SBILXwas added by kivalia1/21/2012
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