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401k, 403b plan

Islandwood 401(K) Plan

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Plan was created by bmurphy on 9/17/2014.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 9/17/2014 3:59:00 PM
Plan is exactly correct as of 9/15/2014.

comment plan bmurphy 5/19/2015 11:15:35 AM
Removed Calvert Equity A, Ariel Focus Investor & Thornburg Intl. Value. Added American Funds AMCAP R4

comment plan bmurphy 9/28/2016 9:27:50 AM
Plan is exactly correct as of today.

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TRANSACTIONS investment options help
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NameTickerActionDate 
American Funds AMCAP Fund Class R-4RAFEXwas added by bmurphy5/19/2015Remove
Thornburg International Value Fund Class R5TIVRXwas removed by bmurphy5/19/2015
Ariel Focus Fund Investor ClassARFFXwas removed by bmurphy5/19/2015
Calvert Equity Portfolio Class ACSIEXwas removed by bmurphy5/19/2015
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by bmurphy9/17/2014Remove
Vanguard Prime Money Market Fund Investor SharesVMMXXwas added by bmurphy9/17/2014Remove
American Funds Washington Mutual Investors Fund Class R-4RWMEXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by bmurphy9/17/2014Remove
Vanguard 500 Index Fund Investor ClassVFINXwas added by bmurphy9/17/2014Remove
Templeton Global Bond Fund Class ATPINXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by bmurphy9/17/2014Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by bmurphy9/17/2014Remove
Parnassus Core Equity Fund - Investor SharesPRBLXwas added by bmurphy9/17/2014Remove
Vanguard Balanced Index Fund Investor SharesVBINXwas added by bmurphy9/17/2014Remove
American Funds EuroPacific Growth Fund Class R-4REREXwas added by bmurphy9/17/2014Remove
T. Rowe Price Global Technology FundPRGTXwas added by bmurphy9/17/2014Remove
BlackRock Natural Resources Trust Institutional SharesMAGRXwas added by bmurphy9/17/2014Remove
T. Rowe Price Health Sciences FundPRHSXwas added by bmurphy9/17/2014Remove
Franklin Utilities Class AFKUTXwas added by bmurphy9/17/2014Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by bmurphy9/17/2014Remove
BlackRock Emerging Markets Fund Institutional SharesMADCXwas added by bmurphy9/17/2014Remove
Ariel Focus Fund Investor ClassARFFXwas added by bmurphy9/17/2014
Neuberger Berman Socially Responsive Fund Class ANRAAXwas added by bmurphy9/17/2014Remove
Calvert Equity Portfolio Class ACSIEXwas added by bmurphy9/17/2014
PIMCO Total Return Fund Class DPTTDXwas added by bmurphy9/17/2014Remove
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas added by bmurphy9/17/2014Remove
T. Rowe Price New America Growth Fund Advisor ClassPAWAXwas added by bmurphy9/17/2014Remove
Buffalo Mid Cap FundBUFMXwas added by bmurphy9/17/2014Remove
Royce Special Equity Fund Service ClassRSEFXwas added by bmurphy9/17/2014Remove
Thornburg International Value Fund Class R5TIVRXwas added by bmurphy9/17/2014
PIMCO High Yield Fund Class DPHYDXwas added by bmurphy9/17/2014Remove
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