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401k, 403b plan

Bank of America 401k

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Plan was created by Siten on 3/17/2012.
Number of Followers: 207


COMMENTS plan comments help
comment plan bmurphy 7/15/2016 12:31:08 PM
Added a number of proxies for the plan. Believe the plan is complete as shown.

comment plan chintu_safari 2/4/2017 9:16:18 AM
We are missing some funds as noted below. BEDTT - BLACKROCK EQUITY DIVIDEND COLLECTIVE FUND BUFTT - BLACKROCK US FUNDAMENTAL LARGE CAP GROWTH FUND

comment plan subrag 7/19/2017 11:29:02 AM
missing some funds - BEDTT,BUFTT, PYSMT, MIGFT,

comment plan bmurphy 6/15/2018 2:55:22 PM
Plan is exactly correct as of 6/15/2018.

comment plan Deleted User 1/23/2020 11:34:32 AM
Missing BUFTT, DODGX, PYSMT, MIGFT, NSRIX, HVVBT, SGACT, JAQNT, TMIET, VGINT, VGIET, BACSF,

comment plan brian 1/24/2020 11:34:38 AM
Plan is correct as of 1/24/20. All funds above (1/23 note) have been proxied using similar publicly traded mutual funds or stocks.

comment plan bmurphy 6/5/2020 2:36:53 PM
Made slight changes based on recent changes in the underlying fund options available in the plan as provided by a plan participant.

comment plan brian 6/13/2021 8:49:14 PM
Plan is close to exact based on company's 2019 Form 5500. Most investment options are being modeled using proxies (same investment pool, different expense ratio). Missing Columbia Quality Income Fund and Invesco Van Kampen U.S. Mortgage Fund Cl. A shares.

comment plan cwilliams 6/28/2021 9:28:44 AM
Bank of America 401k Options EQUITY/STOCK ACADIAN ALL WORLD EX-US EQUITY GGRRT 0.45 BLACKROCK EQUITY DIVIDEND CL M EDFMT 0.33 BLACKROCK RUSSELL 2000 FUND G1RRUST 0.43 BLACKROCK US FDMTL LRG CL T BUFTT 0.43 DODGE & COX STOCK FUND DODGX 0.52 FIAM SMALL MID CAP CORE II FD PYSMT 0.57 MFS INTERNATIONAL GROWTH MIGFT 0.38 NORTHERN GLBL SUSTAINABILITY I NSRIX 0.30 STATE STREET REAL ASSET C SGACT 0.22 T ROWE LARGE-CAP GR TRUS JAQNT 0.33 VANGUARD INSTL 500 INDEX TRUST VGINT 0.01 VANGUARD INSTL EXTENDED MKT VGIET 0.02 VANGUARD INSTL TTL INTL STOCK VGIST 0.06 BAC COM STK FUND BACSF 0.45 BOND/FIXED INCOME PIMCO TOTAL RETURN PORT. INSTL PTTRX 0.71 VANGUARD INFLATION-PROTECTED VIPIX 0.07 VANGUARD INSTL TTL BD MKT IND VGITT 0.03 WESTERN ASSET CORE BOND R3 WACIT 0.25 ALLOCATION FUNDS BLACKROCK GLOBAL ALLOC CL J BLIFT 0.46 LIFEPATH INDEX 2025 FUND O LNMMT 0.08 LIFEPATH INDEX 2030 FUND O LQMMT 0.08 LIFEPATH INDEX 2035 FUND O LFMTT 0.08 LIFEPATH INDEX 2040 FUND O LBMTT 0.08LIFEPATH INDEX 2045 FUND O LNJTT 0.08 LIFEPATH INDEX 2050 FUND O LBMIT 0.08 LIFEPATH INDEX 2055 FUND O LGHMT 0.08 LIFEPATH INDEX 2060 FUND O LKMMT 0.08 LIFEPATH INDEX 2065 FUND O BLPTT 0.08 LIFEPATH INDEX RETIREMENT FD O LZMMT 0.08 PIMCO ALL ASSET FUND PAAIX 1.24 STABLE VALUE FUND STABLE VALUE FUND MLSVF 0.03

comment plan brian 6/29/2021 11:23:48 AM
Plan is mostly correct, but missing "Acadian All World Ex-US Equity", and Lifepath Index 2065 Fund.

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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 
Stable Value Fund Stable Value Fundwas added by brian6/29/2021Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by brian6/29/2021Remove
BlackRock Russell 2000 Fundwas added by brian6/29/2021Remove
Vanguard Wellington Fund Investor Shareswas removed by brian6/29/2021
QS U.S. SM CAP EQUITY CIFwas removed by brian6/29/2021
Western Asset High Income Opportunity Fundwas removed by brian6/29/2021
Vanguard GNMA Fund Investors Shareswas removed by brian6/29/2021
Templeton Intl Equity Citwas removed by brian6/29/2021
Vanguard Wellesley Income Fund Investors Shareswas removed by brian6/29/2021
Vanguard Windsor II Investor Shareswas removed by brian6/29/2021
Nicholas FundNICSXwas removed by brian6/29/2021
Nicholas FundNICSXwas added by brian6/16/2021
Nicholas FundNICSXwas removed by brian6/16/2021
Columbia Quality Income Fundwas removed by brian6/13/2021
Columbia Quality Income Fundwas added by brian6/13/2021
Columbia Quality Income Fundwas removed by brian6/13/2021
Columbia Quality Income Fundwas added by brian6/13/2021
Nicholas FundNICSXwas added by brian6/13/2021
Vanguard GNMA Fund Investors Shareswas added by brian6/13/2021
Vanguard Wellesley Income Fund Investors Shareswas added by brian6/13/2021
Vanguard Wellington Fund Investor Shareswas added by brian6/13/2021
Vanguard Windsor II Investor Shareswas added by brian6/13/2021
Western Asset High Income Opportunity Fundwas added by brian6/13/2021
T. Rowe Price Institutional Growth Trust I Classwas added by brian6/13/2021Remove
T ROWE Large Cap Trustwas removed by brian6/13/2021
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by brian6/13/2021Remove
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas removed by brian6/13/2021
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by brian6/13/2021Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas removed by brian6/13/2021
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian2/21/2021Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas removed by brian2/21/2021Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian10/3/2020Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas removed by brian10/3/2020Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian10/3/2020Remove
Vanguard 500 Index Fund Institutional Select SharesVFFSXwas removed by brian10/3/2020
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by brian10/1/2020Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas removed by brian10/1/2020Remove
QS U.S. SM CAP EQUITY CIFwas added by brian10/1/2020
QS U.S. SM CAP EQUITY CIFwas removed by brian10/1/2020
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas removed by bmurphy6/5/2020
BlackRock Focus Growth Fund Institutional SharesMAFOXwas removed by bmurphy6/5/2020
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by bmurphy6/5/2020Remove
BlackRock Focus Growth Fund Institutional SharesMAFOXwas added by brian1/24/2020
BlackRock Large Cap Growth Fund Institutional SharesMALHXwas removed by brian1/24/2020
Templeton Intl Equity Citwas added by brian1/24/2020
Templeton Intl Equity Citwas removed by brian1/24/2020
T ROWE Large Cap Trustwas added by brian1/24/2020
T ROWE Large Cap Trustwas removed by brian1/24/2020
Northern Global Sustainability Index Fundwas added by brian1/24/2020Remove
QS U.S. SM CAP EQUITY CIFwas added by brian1/24/2020
QS U.S. SM CAP EQUITY CIFwas removed by brian1/24/2020
QS U.S. SM CAP EQUITY CIFwas added by brian1/24/2020
QS U.S. SM CAP EQUITY CIFwas removed by brian1/24/2020
BlackRock US Fundamental Large Cl T Corewas added by brian1/24/2020Remove
BlackRock US Fundamental Large - CL Twas removed by brian1/24/2020
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas removed by brian1/24/2020
BAC COM STK FUND was added by brian1/24/2020Remove
SSGA REAL ASSET FUNDwas added by brian1/24/2020Remove
SSGA REAL ASSET FUNDwas removed by brian1/24/2020Remove
MFS International Growthwas added by brian1/24/2020Remove
MFS International Growthwas removed by brian1/24/2020
MFS International Growthwas removed by brian1/24/2020Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas removed by brian11/15/2019Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by brian11/15/2019Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas removed by Deleted User11/14/2019Remove
State Street Equity 500 Index Fund Service SharesSTBIXwas removed by roman.i.gonzalez1/30/2019
Northern Global Sustainability Index Fundwas removed by roman.i.gonzalez1/30/2019Remove
QS U.S. SM CAP EQUITY CIFwas added by lynnrs020810/18/2018
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by lynnrs020810/18/2018Remove
BlackRock Large Cap Growth Fund Institutional SharesMALHXwas added by lynnrs020810/18/2018
MFS International Growthwas added by lynnrs020810/18/2018Remove
Northern Global Sustainability Index Fundwas added by lynnrs020810/18/2018Remove
QS U.S. Small Capitalization Equity Fund Class ISLMBMXwas removed by lynnrs020810/18/2018
QS U.S. Small Capitalization Equity Fund Class ISLMBMXwas added by lynnrs020810/18/2018
State Street Equity 500 Index Fund Service SharesSTBIXwas added by lynnrs020810/18/2018
Templeton Intl Equity Citwas added by lynnrs020810/18/2018
Vanguard 500 Index Fund Institutional Select SharesVFFSXwas added by lynnrs020810/18/2018
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by lynnrs020810/18/2018
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by lynnrs020810/18/2018
Stable Value Fund Stable Value Fundwas removed by lynnrs020810/18/2018Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas removed by lynnrs020810/18/2018Remove
Northern Global Sustainability Index Fundwas removed by lynnrs020810/18/2018Remove
QS U.S. SM CAP EQUITY CIFwas removed by lynnrs020810/18/2018
Templeton Intl Equity Citwas removed by lynnrs020810/18/2018
Vanguard 500 Index Fund Institutional Select SharesVFFSXwas removed by lynnrs020810/18/2018
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas removed by lynnrs020810/18/2018
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas removed by lynnrs020810/18/2018
BAC COM STK FUND was removed by lynnrs020810/18/2018Remove
BAC COM STK FUND was added by bmurphy6/15/2018Remove
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2060 Fund Class KLIZKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by bmurphy6/15/2018Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by bmurphy6/15/2018
Stable Value Fund Stable Value Fundwas added by bmurphy6/15/2018Remove
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by bmurphy6/15/2018
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by bmurphy6/15/2018
Vanguard 500 Index Fund Institutional Select SharesVFFSXwas added by bmurphy6/15/2018
Templeton Intl Equity Citwas added by bmurphy6/15/2018
QS U.S. SM CAP EQUITY CIFwas added by bmurphy6/15/2018
Northern Global Sustainability Index Fundwas added by bmurphy6/15/2018Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by bmurphy6/15/2018Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by pppjjjrr5/23/2018Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas removed by pppjjjrr5/23/2018Remove
QS U.S. Small Capitalization Equity Fund Class ISLMBMXwas removed by subrag1/25/2018
Templeton Intl Equity Citwas removed by subrag1/25/2018
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas removed by subrag1/25/2018
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas removed by subrag1/25/2018
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas removed by subrag1/25/2018
BlackRock Equity Dividend Fund R SharesMRDVXwas removed by subrag4/19/2017
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by William_swander2/20/2017Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas removed by amalmp2/13/2017Remove
SSGA REAL ASSET FUNDwas added by bmurphy7/15/2016Remove
MFS International Growthwas added by bmurphy7/15/2016
FIAM Small Mid Cap Core II FDwas added by bmurphy7/15/2016Remove
BlackRock US Fundamental Large - CL Twas added by bmurphy7/15/2016
BlackRock Equity Dividend Fund R SharesMRDVXwas added by bmurphy7/15/2016
PIMCO All Asset Fund Institutional ClassPAAIXwas added by Siten11/4/2015Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by Siten11/4/2015Remove
Western Asset Core Bond Fund Class ISWACSXwas added by Siten11/4/2015Remove
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by Siten11/4/2015Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by Siten11/4/2015Remove
BAC COM STK FUND was removed by Siten11/4/2015Remove
BAC COM STK FUND was added by Siten11/4/2015Remove
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by Siten11/4/2015
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by Siten11/4/2015
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by Siten11/4/2015
Templeton Intl Equity Citwas added by Siten11/4/2015
T ROWE Large Cap Trustwas added by Siten11/4/2015
QS U.S. Small Capitalization Equity Fund Class ISLMBMXwas added by Siten11/4/2015
Dodge & Cox Stock FundDODGXwas added by Siten7/8/2015Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by Siten7/8/2015Remove
Templeton Intl Equity Citwas removed by Siten7/8/2015
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas removed by Siten7/8/2015
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas removed by Siten7/8/2015Remove
BAC COM STK FUND was removed by Siten7/8/2015Remove
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas removed by Siten7/8/2015Remove
Dodge & Cox Stock FundDODGXwas removed by Siten7/8/2015Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas removed by Siten7/8/2015
T ROWE Large Cap Trustwas removed by Siten7/8/2015
Western Asset Core Bond Fund Class ISWACSXwas removed by Siten7/8/2015Remove
PIMCO All Asset Fund Institutional ClassPAAIXwas removed by Siten7/8/2015Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas removed by Siten7/8/2015
Columbia Large Cap Index Fund Class ZNINDXwas removed by Siten5/29/2012
Columbia Bond Fund Class ZUMMGXwas removed by Siten5/29/2012
American Funds The Growth Fund of America Class R-6RGAGXwas removed by Siten5/29/2012
Fidelity Real Estate Investment PortfolioFRESXwas removed by Siten5/29/2012
Fidelity Diversified International FundFDIVXwas removed by Siten5/29/2012
Columbia Small Cap Index Fund Class ZNMSCXwas removed by Siten5/29/2012
Columbia Select International Equity Fund Class ZNIEQXwas removed by Siten5/29/2012
Columbia Mid Cap Index Fund Class ZNMPAXwas removed by Siten5/29/2012
Columbia Large Cap Growth Fund III Class ZNFEPXwas removed by Siten5/29/2012
Columbia Large Cap Value Fund Class ZNVLUXwas removed by Siten5/29/2012
QS U.S. SM CAP EQUITY CIFwas removed by Siten5/29/2012
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by Siten5/29/2012
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas removed by Siten5/29/2012
Western Asset Core Bond Fund Class IWATFXwas removed by Siten5/29/2012
Stable Value Fund Stable Value Fundwas removed by Siten5/29/2012Remove
PIMCO All Asset Fund Institutional ClassPAAIXwas added by Siten5/29/2012Remove
Western Asset Core Bond Fund Class ISWACSXwas added by Siten5/29/2012Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by Siten5/29/2012Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas added by Siten5/29/2012
Templeton Intl Equity Citwas added by Siten5/29/2012
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by Siten5/29/2012
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by Siten5/29/2012Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by Siten5/29/2012
T ROWE Large Cap Trustwas added by Siten5/29/2012
Columbia Large Cap Value Fund Class ZNVLUXwas added by Siten3/17/2012
Columbia Large Cap Growth Fund III Class ZNFEPXwas added by Siten3/17/2012
Columbia Mid Cap Index Fund Class ZNMPAXwas added by Siten3/17/2012
Columbia Select International Equity Fund Class ZNIEQXwas added by Siten3/17/2012
Columbia Small Cap Index Fund Class ZNMSCXwas added by Siten3/17/2012
Dodge & Cox Stock FundDODGXwas added by Siten3/17/2012Remove
Fidelity Diversified International FundFDIVXwas added by Siten3/17/2012
Fidelity Real Estate Investment PortfolioFRESXwas added by Siten3/17/2012
QS U.S. SM CAP EQUITY CIFwas added by Siten3/17/2012
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by Siten3/17/2012Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas added by Siten3/17/2012
Western Asset Core Bond Fund Class IWATFXwas added by Siten3/17/2012
Stable Value Fund Stable Value Fundwas added by Siten3/17/2012Remove
BAC COM STK FUND was added by Siten3/17/2012Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by Siten3/17/2012
Columbia Bond Fund Class ZUMMGXwas added by Siten3/17/2012
Columbia Large Cap Index Fund Class ZNINDXwas added by Siten3/17/2012
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