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401k, 403b plan

Maersk Inc. Savings Plan

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Plan was created by aboeger on 7/31/2015.
Number of Followers: 6


COMMENTS plan comments help
comment plan aboeger 10/25/2016 8:31:00 AM
Blackrock lifepath options not available in Kivalia

comment plan bmurphy 10/25/2016 11:13:27 AM
Plan is exactly correct as of 10/25/16. Added BlackRock Lifepath Index funds to proxy commingled trusts offered within the plan. Same expense ratio. Added proxies for Hotchkis Large Cap Value (HWLIX) and Voya Small Cap Growth Trust (IVSOX).

comment plan bmurphy 1/21/2019 9:31:26 PM
Replaced Westcore SC Value Dividend fund (WISVX) with Goldman Sachs Small Cap Value (GSSUX).

comment plan brian 7/28/2019 8:13:04 PM
Replaced VTIAX with VTSNX, and Voya Small Cap Growth Trust with Loomis Sayles Small Cap Growth Fund Class N.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Voya Small Cap Growth Trust Fundwas removed by brian7/28/2019
Loomis Sayles Small Cap Growth Fund Class NLSSNXwas added by brian7/28/2019Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas removed by brian7/28/2019
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by brian7/28/2019Remove
Goldman Sachs Small Cap Value Class R6GSSUXwas added by bmurphy1/21/2019Remove
Westcore Small-Cap Value Dividend Fund Institutional ClassWISVXwas removed by bmurphy1/21/2019
PIMCO Money Market Fund (Administrative Shares)was added by bmurphy10/25/2016Remove
PIMCO Money Market Fund (Administrative Shares)was removed by bmurphy10/25/2016Remove
Voya Small Cap Growth Trust Fundwas added by bmurphy10/25/2016
Hotchkis Large Cap Value Accountwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2060 Fund Class KLIZKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by bmurphy10/25/2016Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by bmurphy10/25/2016Remove
Hotchkis & Wiley Large Cap Value Fund Class RHWLRXwas removed by aboeger10/25/2016
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas removed by aboeger10/25/2016
Baron Small Cap Fund Institutional ClassBSFIXwas removed by aboeger10/25/2016
Voya SmallCap Opportunities Fund Class ANSPAXwas removed by aboeger10/25/2016
Voya SmallCap Opportunities Fund Class ANSPAXwas added by aboeger10/25/2016
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by aboeger10/25/2016Remove
Hotchkis & Wiley Large Cap Value Fund Class AHWLAXwas removed by aboeger7/31/2015
Hotchkis & Wiley Large Cap Value Fund Class RHWLRXwas added by aboeger7/31/2015
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by aboeger7/31/2015
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by aboeger7/31/2015Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by aboeger7/31/2015Remove
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXwas added by aboeger7/31/2015Remove
Baron Small Cap Fund Institutional ClassBSFIXwas added by aboeger7/31/2015
T. Rowe Price Institutional Large Cap Growth FundTRLGXwas added by aboeger7/31/2015Remove
Westcore Small-Cap Value Dividend Fund Institutional ClassWISVXwas added by aboeger7/31/2015
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by aboeger7/31/2015Remove
Hotchkis & Wiley Large Cap Value Fund Class AHWLAXwas added by aboeger7/31/2015
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by aboeger7/31/2015
PIMCO Total Return Fund Institutional ClassPTTRXwas added by aboeger7/31/2015Remove
Dodge & Cox Income FundDODIXwas added by aboeger7/31/2015Remove
PIMCO Money Market Fund (Administrative Shares)was added by aboeger7/31/2015Remove
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