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Jcms Profit Sharing Plan And Trust

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Plan was created by bmurphy on 5/1/2019.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 5/1/2019 12:26:05 PM
Plan is constructed of mutual funds that are identical to the funds in the plan.

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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 Capital World Growth & Income - R4was added by bmurphy5/1/2019Remove
American Funds Capital World Growth & Income - R4was removed by bmurphy5/1/2019Remove
American Funds Capital World Growth & Income - R4was added by bmurphy5/1/2019Remove
American Funds Capital World Growth & Income - R4was removed by bmurphy5/1/2019Remove
Oppenheimer Dev Markets Awas added by bmurphy5/1/2019Remove
Oppenheimer Intl. Growth Ywas added by bmurphy5/1/2019Remove
American Funds Capital World Growth & Income - R4was added by bmurphy5/1/2019Remove
American Funds 2010 Target Date Retirement Fund Class R-4RDATXwas added by bmurphy5/1/2019Remove
American Funds 2015 Target Date Retirement Fund Class R-4RDBTXwas added by bmurphy5/1/2019Remove
American Funds 2020 Target Date Retirement Fund Class R-4RDCTXwas added by bmurphy5/1/2019Remove
American Funds 2025 Target Date Retirement Fund Class R-4RDDTXwas added by bmurphy5/1/2019Remove
American Funds 2030 Target Date Retirement Fund Class R-4RDETXwas added by bmurphy5/1/2019Remove
American Funds 2035 Target Date Retirement Fund Class R-4RDFTXwas added by bmurphy5/1/2019Remove
American Funds 2040 Target Date Retirement Fund Class R-4RDGTXwas added by bmurphy5/1/2019Remove
American Funds 2045 Target Date Retirement Fund Class R-4RDHTXwas added by bmurphy5/1/2019Remove
American Funds 2050 Target Date Retirement Fund Class R-4RDITXwas added by bmurphy5/1/2019Remove
American Funds 2055 Target Date Retirement Fund Class R-4RDJTXwas added by bmurphy5/1/2019Remove
American Funds 2060 Target Date Retirement Fund Class R-4RDKTXwas added by bmurphy5/1/2019Remove
Virtus Ceredex Small Cap Value Equity Iwas added by bmurphy5/1/2019Remove
AllianzGI NFJ Small Cap Value Adminwas added by bmurphy5/1/2019Remove
American Century Heritage Awas added by bmurphy5/1/2019Remove
Vanguard VIP Small Company Growth Instl.was added by bmurphy5/1/2019Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by bmurphy5/1/2019Remove
Alternate Fixed Accountwas added by bmurphy5/1/2019Remove
Pioneer Strategic Income Fund Class YSTRYXwas added by bmurphy5/1/2019Remove
Templeton Global Bond Fund Class ATPINXwas added by bmurphy5/1/2019Remove
PIMCO High Yield Fund Administrative ClassPHYAXwas added by bmurphy5/1/2019Remove
Fidelity VIP Asset Mngr Initialwas added by bmurphy5/1/2019Remove
Fidelity VIP Eqty-Inc Initwas added by bmurphy5/1/2019Remove
Pioneer VCT Instwas added by bmurphy5/1/2019Remove
State Street S&P 500 Index Cl Fwas added by bmurphy5/1/2019Remove
Thornburg Value R3was added by bmurphy5/1/2019Remove
American Century Ultra Inv.was added by bmurphy5/1/2019Remove
Fidelity VIP Contrafund Initwas added by bmurphy5/1/2019Remove
Virtus Ceredex MCV Equity Iwas added by bmurphy5/1/2019Remove
Columbia MidCap Index Awas added by bmurphy5/1/2019Remove
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Plan Transactions

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