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401k, 403b plan

Renown Health Retirement Savings Plan

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Plan was created by bmurphy on 1/15/2013.
Number of Followers: 1


COMMENTS plan comments help
comment plan bmurphy 4/21/2013 3:03:27 PM
Plan is correct on Kivalia as of 4/21/2013.

comment plan bmurphy 1/6/2014 2:08:54 PM
1/6/2014 - fund list is complete as of today. Added GOBSX.

comment plan bmurphy 4/11/2014 10:32:18 AM
4/11/14 - fund list is exactly correct as of today.

comment plan bmurphy 6/1/2014 1:39:36 PM
Plan is exactly correct as of today.

comment plan bmurphy 7/13/2014 12:54:02 PM
Plan is exactly correct as of 7/14/2014

comment plan bmurphy 4/25/2016 10:20:55 AM
Plan is exactly correct as of 4/25/16.

comment plan bmurphy 9/12/2016 11:24:49 AM
Changing plan assets from investor class to admin class.

comment plan bmurphy 1/18/2017 10:55:26 AM
Plan is exactly correct as of 1/18/17.

comment plan bmurphy 1/24/2018 4:28:08 PM
Plan is missing 2065 target date fund - VSXFX.

comment plan bmurphy 5/13/2018 7:02:56 PM
Plan is still missing 2065 target date fund - VSXFX.

comment plan bmurphy 7/17/2018 1:18:00 PM
Plan is correct as of today.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXwas added by bmurphy7/17/2018Remove
Vanguard Prime Money Market Fund Investor SharesVMMXXwas removed by bmurphy1/24/2018
Vanguard Institutional Target Retirement 2010 Fund Institutional SharesVIRTXwas removed by bmurphy1/24/2018
Vanguard Target Retirement Income Fund Investor SharesVTINXwas removed by bmurphy1/24/2018
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXwas removed by bmurphy1/24/2018
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas added by bmurphy1/24/2018Remove
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXwas added by bmurphy1/24/2018Remove
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6ERASXwas added by bmurphy1/24/2018Remove
Vanguard Wellington Fund Investor SharesVWELXwas removed by bmurphy9/12/2016
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas removed by bmurphy9/12/2016
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas removed by bmurphy9/12/2016
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by bmurphy9/12/2016Remove
Vanguard Wellington Fund Admiral SharesVWENXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXwas added by bmurphy9/12/2016Remove
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXwas added by bmurphy9/12/2016Remove
Vanguard International Growth Fund Investor SharesVWIGXwas removed by bmurphy9/12/2016
Vanguard International Growth Fund Admiral SharesVWILXwas added by bmurphy9/12/2016Remove
Vanguard Windsor II Fund Investor ShareVWNFXwas removed by bmurphy9/12/2016
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by bmurphy9/12/2016Remove
Vanguard PRIMECAP Fund Investor SharesVPMCXwas removed by bmurphy9/12/2016
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by bmurphy9/12/2016Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by bmurphy9/12/2016
Vanguard Institutional Target Retirement 2010 Fund Institutional SharesVIRTXwas added by bmurphy9/12/2016
Vanguard 500 Index Fund Investor ClassVFINXwas removed by bmurphy9/12/2016
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by bmurphy9/12/2016Remove
Legg Mason BW Global Opportunities Bond Fund Class ISGOBSXwas added by bmurphy1/6/2014Remove
Vanguard International Value Fund Investor SharesVTRIXwas added by bmurphy1/15/2013Remove
Vanguard International Growth Fund Investor SharesVWIGXwas added by bmurphy1/15/2013
Vanguard Windsor II Fund Investor ShareVWNFXwas added by bmurphy1/15/2013
Vanguard PRIMECAP Fund Investor SharesVPMCXwas added by bmurphy1/15/2013
Vanguard 500 Index Fund Investor ClassVFINXwas added by bmurphy1/15/2013
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXwas added by bmurphy1/15/2013
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas added by bmurphy1/15/2013
Vanguard Wellington Fund Investor SharesVWELXwas added by bmurphy1/15/2013
Vanguard Prime Money Market Fund Investor SharesVMMXXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by bmurphy1/15/2013
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by bmurphy1/15/2013
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by bmurphy1/15/2013
US Cash / Money MarketUSCASHwas added by bmurphy1/15/2013Remove
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