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401k, 403b plan

Costco Wholesale Corporation 401(k) Retirement Plan

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Plan was created by kivalia on 1/25/2012.
Number of Followers: 23


COMMENTS plan comments help
comment plan brian 11/22/2019 10:40:03 PM
Plan is exactly correct, except missing the Capital Preservation Portfolio - information from company's 2019 11K filing.

comment plan brian 10/24/2020 12:46:11 PM
Plan is exactly correct - information from company's 2020 11K 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 
Small-Cap Core Portfoliowas added by brian10/24/2020Remove
Small-Cap Core Portfoliowas removed by brian10/24/2020Remove
Mid-Cap Growth Portfoliowas added by brian10/24/2020Remove
Mid-Cap Growth Portfoliowas removed by brian10/24/2020Remove
Capital Preservation Portfoliowas added by brian10/24/2020Remove
Capital Preservation Portfoliowas removed by brian10/24/2020Remove
T. Rowe Price Int Term Commonwas removed by brian10/24/2020
T. Rowe Price Managed Bondwas removed by brian10/24/2020
International Equity Portfoliowas added by brian11/22/2019Remove
Large Cap Growth Portfoliowas added by brian11/22/2019Remove
T. Rowe Price Int Term Commonwas added by brian11/22/2019
T. Rowe Price Int Term Commonwas removed by brian11/22/2019
T. Rowe Price Managed Bondwas added by brian11/22/2019
T. Rowe Price Large Cap Value Portfoliowas added by brian11/22/2019Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by brian11/22/2019Remove
T. Rowe Price Retirement 2060 FundTRRLXwas added by brian11/22/2019Remove
PIMCO Income Fund Institutional ClassPIMIXwas added by brian11/22/2019Remove
American Funds New Perspective Fund Class R-6RNPGXwas added by brian11/22/2019Remove
American Funds New Perspective Fund Class R-5RNPFXwas removed by brian11/22/2019
T. Rowe Price Equity Index 500 FundPREIXwas removed by brian11/22/2019
Aberdeen Select International Equity Fund Class IJIEIXwas removed by fwarrenjr11/10/2018
Davis New York Venture Fund Class YDNVYXwas removed by fwarrenjr11/10/2018
American Funds The Growth Fund of America Class R-5RGAFXwas removed by fwarrenjr11/10/2018
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by fwarrenjr11/10/2018Remove
Costco Wholesale CorporationCOSTwas added by kivalia1/25/2012Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by kivalia1/25/2012Remove
T. Rowe Price Equity Index 500 FundPREIXwas added by kivalia1/25/2012
T. Rowe Price Retirement 2055 FundTRRNXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by kivalia1/25/2012Remove
T. Rowe Price Retirement Balanced FundTRRIXwas added by kivalia1/25/2012Remove
Mid-Cap Growth Portfoliowas added by kivalia1/25/2012Remove
Small-Cap Core Portfoliowas added by kivalia1/25/2012Remove
T. Rowe Price Int Term Commonwas added by kivalia1/25/2012
Davis New York Venture Fund Class YDNVYXwas added by kivalia1/25/2012
Aberdeen Select International Equity Fund Class IJIEIXwas added by kivalia1/25/2012
American Funds New Perspective Fund Class R-5RNPFXwas added by kivalia1/25/2012
American Funds The Growth Fund of America Class R-5RGAFXwas added by kivalia1/25/2012
Capital Preservation Portfoliowas added by kivalia1/25/2012Remove
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Plan Transactions

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