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401k, 403b plan

Prudential-BTMU

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Plan was created by kalpenshah on 3/16/2012.
Number of Followers: 7


COMMENTS plan comments help
comment plan bmurphy 1/14/2016 11:16:39 AM
Exchanged Vanguard 500 Signal for Vanguard 500 Admiral class shares.

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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 
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by bmurphy1/14/2016Remove
Vanguard 500 Index Fund Signal ClassVIFSXwas removed by bmurphy1/14/2016
T. Rowe Price Retirement 2050 FundTRRMXwas added by kalpenshah1/7/2014Remove
HighMark Large Cap Growth Fund Fiduciary ClassHMGRXwas removed by kalpenshah1/7/2014
HighMark Balanced Fund Fiduciary ClassHMBAXwas removed by kalpenshah1/7/2014
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by kalpenshah2/11/2013Remove
Harbor International Fund Institutional ClassHAINXwas added by kalpenshah2/11/2013Remove
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXwas added by kalpenshah2/11/2013Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by kalpenshah2/11/2013Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by kalpenshah2/11/2013Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by kalpenshah2/11/2013Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by kalpenshah2/11/2013Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by kalpenshah2/11/2013Remove
T. Rowe Price Retirement Balanced FundTRRIXwas added by kalpenshah2/11/2013Remove
T. Rowe Price Real Estate FundTRREXwas added by kalpenshah2/11/2013Remove
Templeton Foreign Fund Class AdvisorTFFAXwas added by kalpenshah2/11/2013Remove
Franklin Small-Mid Cap Growth Fund Advisor ClassFSGAXwas added by kalpenshah2/11/2013Remove
MFS Growth Fund Class R6MFEKXwas added by kalpenshah2/11/2013Remove
Vanguard 500 Index Fund Signal ClassVIFSXwas added by kalpenshah2/11/2013
HighMark Bond FidHMBDXwas removed by kalpenshah2/11/2013
Oakmark International Fund Class IOAKIXwas removed by kalpenshah2/11/2013
Invesco Small Cap Growth Fund Class AGTSAXwas removed by kalpenshah2/11/2013
Franklin Mutual Beacon Fund Class ATEBIXwas removed by kalpenshah2/11/2013
HighMark Value Fund Fiduciary ClassHMVMXwas removed by kalpenshah2/11/2013
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas removed by kalpenshah2/11/2013
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas removed by kalpenshah2/11/2013
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas removed by kalpenshah2/11/2013
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas removed by kalpenshah2/11/2013
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas removed by kalpenshah2/11/2013
T. Rowe Price Real Estate AdvPAREXwas removed by kalpenshah2/11/2013
Templeton Foreign Fund Class ATEMFXwas removed by kalpenshah2/11/2013
Franklin Small-Mid Cap Growth Fund Class AFRSGXwas removed by kalpenshah2/11/2013
MFS Growth Fund Class AMFEGXwas removed by kalpenshah2/11/2013
Vanguard 500 Index Fund Investor ClassVFINXwas removed by kalpenshah2/11/2013
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXwas added by kalpenshah3/16/2012Remove
HighMark Bond FidHMBDXwas added by kalpenshah3/16/2012
HighMark Balanced Fund Fiduciary ClassHMBAXwas added by kalpenshah3/16/2012
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas added by kalpenshah3/16/2012
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas added by kalpenshah3/16/2012
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas added by kalpenshah3/16/2012
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas added by kalpenshah3/16/2012
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas added by kalpenshah3/16/2012
Franklin Mutual Beacon Fund Class ATEBIXwas added by kalpenshah3/16/2012
Templeton Foreign Fund Class ATEMFXwas added by kalpenshah3/16/2012
Oakmark International Fund Class IOAKIXwas added by kalpenshah3/16/2012
Invesco Small Cap Growth Fund Class AGTSAXwas added by kalpenshah3/16/2012
HighMark Value Fund Fiduciary ClassHMVMXwas added by kalpenshah3/16/2012
Franklin Small-Mid Cap Growth Fund Class AFRSGXwas added by kalpenshah3/16/2012
MFS Growth Fund Class AMFEGXwas added by kalpenshah3/16/2012
HighMark Large Cap Growth Fund Fiduciary ClassHMGRXwas added by kalpenshah3/16/2012
Vanguard 500 Index Fund Investor ClassVFINXwas added by kalpenshah3/16/2012
T. Rowe Price Real Estate AdvPAREXwas added by kalpenshah3/16/2012
US Cash / Money MarketUSCASHwas added by kalpenshah3/16/2012Remove
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