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401k, 403b plan

Cpsg Partners Llc 401k Plan

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Plan was created by dfpetrin on 1/8/2015.
Number of Followers: 0


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TRANSACTIONS investment options help
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NameTickerActionDate 
Voya Intermediate Bond Fund Class AIIBAXwas added by dfpetrin1/8/2015Remove
Voya Global Equity Fund Class ANAWGXwas added by dfpetrin1/8/2015Remove
Voya Global Real Estate Fund Class AIGLAXwas added by dfpetrin1/8/2015Remove
Virtus Equity Trend Fund Class AVAPAXwas added by dfpetrin1/8/2015Remove
Virtus Multi-Sector Intermediate Bond Fund Class ANAMFXwas added by dfpetrin1/8/2015Remove
Victory Sycamore Established Value Fund Class AVETAXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by dfpetrin1/8/2015Remove
Vanguard Mid-Cap Index Fund Investor SharesVIMSXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by dfpetrin1/8/2015Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by dfpetrin1/8/2015Remove
Templeton Global Bond Fund Class ATPINXwas added by dfpetrin1/8/2015Remove
Vanguard 500 Index Fund Investor ClassVFINXwas added by dfpetrin1/8/2015Remove
Ivy Asset Strategy Fund Class AWASAXwas added by dfpetrin1/8/2015Remove
Ivy Science And Technology Fund Class AWSTAXwas added by dfpetrin1/8/2015Remove
Nuveen Santa Barbara Dividend Growth Fund Class ANSBAXwas added by dfpetrin1/8/2015Remove
Oppenheimer Developing Markets Fund Class AODMAXwas added by dfpetrin1/8/2015Remove
Oppenheimer Global Opportunities Fund Class AOPGIXwas added by dfpetrin1/8/2015Remove
Royce Small-Cap Value Fund Class RRVVRXwas added by dfpetrin1/8/2015Remove
T. Rowe Price Capital Appreciation Fund Advisor ClassPACLXwas added by dfpetrin1/8/2015Remove
T. Rowe Price Government Money FundPRRXXwas added by dfpetrin1/8/2015Remove
Franklin Small Cap Value Fund Advisor ClassFVADXwas added by dfpetrin1/8/2015Remove
Fidelity Contrafund FundFCNTXwas added by dfpetrin1/8/2015Remove
Fidelity Advisor Stock Selector Mid Cap Fund Class AFMCDXwas added by dfpetrin1/8/2015Remove
Deutsche Floating Rate Fund Class ADFRAXwas added by dfpetrin1/8/2015Remove
Delaware Smid Cap Growth Fund Class ADFCIXwas added by dfpetrin1/8/2015Remove
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXwas added by dfpetrin1/8/2015Remove
BlackRock Focus Growth Fund Investor A SharesMDFOXwas added by dfpetrin1/8/2015Remove
BlackRock Equity Dividend Fund Investor A SharesMDDVXwas added by dfpetrin1/8/2015Remove
Amana Mutual Funds Trust Income Fund InvestorAMANXwas added by dfpetrin1/8/2015Remove
American Century Heritage Fund Investor ClassTWHIXwas added by dfpetrin1/8/2015Remove
Ave Maria Rising Dividend FundAVEDXwas added by dfpetrin1/8/2015Remove
Ariel Fund Investor ClassARGFXwas added by dfpetrin1/8/2015Remove
American Funds The Income Fund of America Class R-4RIDEXwas added by dfpetrin1/8/2015Remove
American Funds The Growth Fund of America Class R-4RGAEXwas added by dfpetrin1/8/2015Remove
American Funds EuroPacific Growth Fund Class R-4REREXwas added by dfpetrin1/8/2015Remove
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Plan Transactions

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