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401k, 403b plan

Jawbone 401(k) Plan

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Plan was created by bmurphy on 6/15/2014.
Number of Followers: 1


COMMENTS plan comments help
comment plan bmurphy 7/11/2014 11:23:46 AM
Plan has been updated by swapping out higher-cost options of two funds for their lower-cost counter-parts. Plan is exactly correct as of 7/11/14.

comment plan bmurphy 1/18/2016 6:41:48 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.

comment plan bmurphy 4/25/2016 12:29:06 PM
Plan is exactly correct as of 4/25/16.

comment plan bmurphy 9/11/2016 10:43:56 PM
Two additions, two deletions as of this update - 9/12/16.

comment plan bmurphy 1/23/2017 4:01:26 PM
Plan is exactly correct as of today. 1/23/17.

comment plan bmurphy 5/10/2017 11:55:36 AM
Portfolio exactly correct as of 5/10/17.

comment plan bmurphy 1/25/2018 12:00:29 PM
Plan is correct as of today 1/25/18.

comment plan bmurphy 7/16/2018 11:55:24 AM
Plan is correct as of 7/17/18.

comment plan bmurphy 10/31/2018 1:21:42 PM
Plan is correct as of 10/31/18.

comment plan bmurphy 1/30/2019 12:01:18 PM
Plan is correct as of 1/30/19.

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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 
Wells Fargo Special Mid Cap Value Fund - Class R6WFPRXwas added by bmurphy1/25/2018Remove
MassMutual Select Mid Cap Growth Equity Fund II Class IMEFZXwas added by bmurphy1/25/2018Remove
Calvert Equity Portfolio Class YCIEYXwas removed by bmurphy1/25/2018
Calvert Equity Portfolio Class ICEYIXwas added by bmurphy1/25/2018Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by bmurphy1/25/2018
Hartford MidCap Value Fund Class YHMVYXwas removed by bmurphy1/25/2018
Goldman Sachs Growth Opportunities Fund Institutional ClassGGOIXwas removed by bmurphy1/25/2018
AllianzGI High Yield Bond Fund Institutional ClassAYBIXwas removed by bmurphy9/11/2016
AB Global Bond Fund Class IANAIXwas added by bmurphy9/11/2016Remove
Eaton Vance High Income Opportunities Fund Class IEIHIXwas added by bmurphy9/11/2016Remove
Dreyfus International Equity Fund Class IDIERXwas added by bmurphy9/11/2016Remove
AllianzGI NFJ International Value Fund Institutional ClassANJIXwas removed by bmurphy9/11/2016
AB Global Bond Fund Class IANAIXwas removed by bmurphy9/11/2016Remove
Hartford Inflation Plus Fund Class YHIPYXwas removed by bmurphy4/25/2016
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by bmurphy4/25/2016
Goldman Sachs Satellite Strategies Portfolio Institutional SharesGXSIXwas removed by bmurphy4/25/2016
MFS International Growth Fund Class R4MGRVXwas removed by bmurphy4/25/2016
Marketfield Fund Class IMFLDXwas removed by bmurphy4/25/2016
Neuberger Berman Real Estate Fund Institutional ClassNBRIXwas removed by bmurphy4/25/2016
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by bmurphy4/25/2016Remove
JPMorgan Core Plus Bond Fund Class R6JCPUXwas added by bmurphy4/25/2016Remove
T. Rowe Price Real Estate FundTRREXwas added by bmurphy4/25/2016Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by bmurphy1/18/2016Remove
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas removed by bmurphy1/18/2016
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by bmurphy1/18/2016Remove
Vanguard 500 Index Fund Signal ClassVIFSXwas removed by bmurphy1/18/2016
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by bmurphy1/18/2016Remove
Vanguard Small Cap Index Fund Signal SharesVSISXwas removed by bmurphy1/18/2016
Principal LargeCap Growth Fund II Institutional ClassPPIIXwas removed by bmurphy7/11/2014
Calvert Equity Portfolio Class ICEYIXwas removed by bmurphy7/11/2014Remove
Principal LargeCap Growth Fund I Institutional ClassPLGIXwas added by bmurphy7/11/2014Remove
Calvert Equity Portfolio Class YCIEYXwas added by bmurphy7/11/2014
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by bmurphy6/15/2014Remove
AllianzGI High Yield Bond Fund Institutional ClassAYBIXwas added by bmurphy6/15/2014
Hartford Inflation Plus Fund Class YHIPYXwas added by bmurphy6/15/2014
PIMCO Total Return Fund Institutional ClassPTTRXwas added by bmurphy6/15/2014
DFA Short-Term Government Portfolio Institutional ClassDFFGXwas added by bmurphy6/15/2014Remove
MIP Cl 1 (Stable Value)was added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by bmurphy6/15/2014Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by bmurphy6/15/2014
AB Global Bond Fund Class IANAIXwas added by bmurphy6/15/2014Remove
Goldman Sachs Satellite Strategies Portfolio Institutional SharesGXSIXwas added by bmurphy6/15/2014
Marketfield Fund Class IMFLDXwas added by bmurphy6/15/2014
Neuberger Berman Real Estate Fund Institutional ClassNBRIXwas added by bmurphy6/15/2014
Oppenheimer Global Fund Class Fund Class YOGLYXwas added by bmurphy6/15/2014Remove
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by bmurphy6/15/2014Remove
AllianzGI NFJ International Value Fund Institutional ClassANJIXwas added by bmurphy6/15/2014
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by bmurphy6/15/2014Remove
Vanguard Small Cap Index Fund Signal SharesVSISXwas added by bmurphy6/15/2014
JPMorgan Small Cap Value Fund Class R6JSVUXwas added by bmurphy6/15/2014Remove
MFS International Growth Fund Class R4MGRVXwas added by bmurphy6/15/2014
ClearBridge Small Cap Growth Fund Class ISBPYXwas added by bmurphy6/15/2014Remove
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas added by bmurphy6/15/2014
Hartford MidCap Value Fund Class YHMVYXwas added by bmurphy6/15/2014
Goldman Sachs Growth Opportunities Fund Institutional ClassGGOIXwas added by bmurphy6/15/2014
Calvert Capital Accumulation Fund Class ICCPIXwas added by bmurphy6/15/2014Remove
Vanguard 500 Index Fund Signal ClassVIFSXwas added by bmurphy6/15/2014
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by bmurphy6/15/2014Remove
Principal LargeCap Growth Fund II Institutional ClassPPIIXwas added by bmurphy6/15/2014
Invesco Diversified Dividend Fund Class YLCEYXwas added by bmurphy6/15/2014Remove
Calvert Equity Portfolio Class ICEYIXwas added by bmurphy6/15/2014Remove
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