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The Trustees of Bodin Associates 401(k) Plan

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Plan was created by bmurphy on 7/13/2016.
Number of Followers: 1


COMMENTS plan comments help
comment plan bmurphy 7/13/2016 6:12:24 PM
Plan is complete, though with lower cost funds than found in the actual plan. It looks like this plan has an "insurance wrapper" which makes all fund expense ratios higher than 1.8% (rip off).

comment plan bmurphy 9/13/2016 1:46:54 PM
Plan is exactly correct as of 9/13/16.

comment plan bmurphy 1/17/2017 1:15:25 PM
Plan has changed dramatically as of 1/17/2017. Much higher expense funds added and lower expense funds removed.

comment plan bmurphy 1/17/2017 1:24:38 PM
Missing only JDIUX. Everything else is exactly correct.

comment plan bmurphy 5/8/2017 11:55:54 AM
Again, missing only JDIUX

comment plan bmurphy 1/24/2018 11:30:48 AM
Completely correct as of 1/24/18.

comment plan bmurphy 5/13/2018 7:41:04 PM
Plan is exactly correct as of 5/13/18.

comment plan bmurphy 7/17/2018 3:49:45 PM
Plan is correct as of 7/17/18.

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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 
John Hancock Disciplined Value International Fund Class R6JDIUXwas added by bmurphy1/24/2018Remove
Royce Opportunity Fund Investment ClassRYPNXwas added by bmurphy1/17/2017Remove
Western Asset High Yield Fund Class RWAYRXwas removed by bmurphy1/17/2017
John Hancock II High Yield Fund Class 1JIHDXwas added by bmurphy1/17/2017Remove
Fidelity Advisor Total Bond Fund Class TFEPTXwas removed by bmurphy1/17/2017
Fidelity Advisor Total Bond Fund Class IFEPIXwas added by bmurphy1/17/2017Remove
John Hancock Funds Lifestyle Conservative Portfolio Class AJALRXwas removed by bmurphy1/17/2017
John Hancock Funds Lifestyle Conservative Portfolio Class 1JILCXwas added by bmurphy1/17/2017Remove
Oppenheimer International Growth Fund Class AOIGAXwas removed by bmurphy1/17/2017
Oppenheimer International Growth Fund Class YOIGYXwas added by bmurphy1/17/2017Remove
GMO International Equity Fund Class IIGMICXwas removed by bmurphy1/17/2017
American Funds EuroPacific Growth Fund Class R-2RERBXwas removed by bmurphy1/17/2017
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by bmurphy1/17/2017Remove
Deutsche Real Estate Securities Fund Class RRRRSXwas removed by bmurphy1/17/2017
John Hancock II Real Estate Securities Fund Class 1JIREXwas added by bmurphy1/17/2017Remove
Royce Opportunity Fund Retirement ClassROFRXwas removed by bmurphy1/17/2017
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXwas removed by bmurphy1/17/2017
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by bmurphy1/17/2017Remove
T. Rowe Price Mid-Cap Value Fund R ClassRRMVXwas removed by bmurphy1/17/2017
John Hancock Variable Insurance Trust Mid Value Trust Series IJEMUXwas added by bmurphy1/17/2017Remove
John Hancock Funds Disciplined Value Fund Class AJVLAXwas removed by bmurphy1/17/2017
John Hancock Funds Disciplined Value Fund Class R6JDVWXwas added by bmurphy1/17/2017Remove
T. Rowe Price Equity Income Fund Class RRRFDXwas removed by bmurphy1/17/2017
John Hancock Funds Equity-Income Fund Class 1JIEMXwas added by bmurphy1/17/2017Remove
Franklin Founding Funds Allocation Fund Class RFFARXwas removed by bmurphy1/17/2017
Franklin Founding Funds Allocation Fund Advisor ClassFFAAXwas added by bmurphy1/17/2017Remove
Invesco Small Cap Growth Fund Class RGTSRXwas removed by bmurphy1/17/2017
Invesco Small Cap Growth Fund R5 ClassGTSVXwas added by bmurphy1/17/2017Remove
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas removed by bmurphy1/17/2017
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXwas added by bmurphy1/17/2017Remove
American Century Heritage Fund Investor ClassTWHIXwas added by bmurphy1/17/2017Remove
American Century Heritage Fund R ClassATHWXwas removed by bmurphy1/17/2017
Fidelity Advisor New Insights Fund Class TFNITXwas removed by bmurphy1/17/2017
Fidelity Advisor New Insights Fund Class IFINSXwas added by bmurphy1/17/2017Remove
John Hancock Funds Lifestyle Balanced Portfolio Class AJALBXwas removed by bmurphy1/17/2017
John Hancock Funds Lifestyle Balanced Portfolio Class 1JILBXwas added by bmurphy1/17/2017Remove
American Funds American Balanced Fund Class R-2RLBBXwas removed by bmurphy1/17/2017
American Funds American Balanced Fund Class R-4RLBEXwas added by bmurphy1/17/2017Remove
John Hancock Funds Lifestyle Moderate Portfolio Class AJALMXwas removed by bmurphy1/17/2017
John Hancock Funds Lifestyle Moderate Portfolio Class 1JILMXwas added by bmurphy1/17/2017Remove
Small Cap Index Fundwas removed by bmurphy1/17/2017
John Hancock Variable Insurance Trust Small Cap Index Trust Series IJESIXwas added by bmurphy1/17/2017Remove
Mid Cap Indexwas removed by bmurphy1/17/2017
John Hancock Variable Insurance Trust Mid Cap Index Trust Series IJECIXwas added by bmurphy1/17/2017Remove
JPMorgan U.S. Equity Fund Class R5JUSRXwas added by bmurphy1/17/2017Remove
JPMorgan U.S. Equity Fund Class AJUEAXwas removed by bmurphy1/17/2017
American Funds The Growth Fund of America Class R-2RGABXwas removed by bmurphy1/17/2017
American Funds The Growth Fund of America Class R-4RGAEXwas added by bmurphy1/17/2017Remove
Vanguard Total Stock Market Index Fund Investor SharesVTSMXwas removed by bmurphy1/17/2017
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series IJETSXwas added by bmurphy1/17/2017Remove
John Hancock Funds Lifestyle Growth Portfolio Class AJALGXwas removed by bmurphy1/17/2017
John Hancock Funds Lifestyle Growth Portfolio Class 1JILGXwas added by bmurphy1/17/2017Remove
John Hancock Funds Lifestyle Aggressive Portfolio Class AJALAXwas removed by bmurphy1/17/2017
John Hancock Funds Lifestyle Aggressive Portfolio Class 1JILAXwas added by bmurphy1/17/2017Remove
Money Market Fundwas added by bmurphy7/13/2016Remove
Fidelity Advisor Total Bond Fund Class TFEPTXwas added by bmurphy7/13/2016
T. Rowe Price Spectrum Income FundRPSIXwas added by bmurphy7/13/2016Remove
Western Asset High Yield Fund Class RWAYRXwas added by bmurphy7/13/2016
American Funds American Balanced Fund Class R-2RLBBXwas added by bmurphy7/13/2016
Franklin Mutual Global Discovery Fund Class ZMDISXwas added by bmurphy7/13/2016Remove
Deutsche Real Estate Securities Fund Class RRRRSXwas added by bmurphy7/13/2016
Fidelity Advisor New Insights Fund Class TFNITXwas added by bmurphy7/13/2016
Franklin Founding Funds Allocation Fund Class RFFARXwas added by bmurphy7/13/2016
T. Rowe Price Equity Income Fund Class RRRFDXwas added by bmurphy7/13/2016
Vanguard Total Stock Market Index Fund Investor SharesVTSMXwas added by bmurphy7/13/2016
JPMorgan U.S. Equity Fund Class AJUEAXwas added by bmurphy7/13/2016
American Funds The Growth Fund of America Class R-2RGABXwas added by bmurphy7/13/2016
T. Rowe Price Mid-Cap Value Fund R ClassRRMVXwas added by bmurphy7/13/2016
Vanguard Mid-Cap Value ETFVOEwas added by bmurphy7/13/2016Remove
John Hancock Funds Disciplined Value Fund Class AJVLAXwas added by bmurphy7/13/2016
Mid Cap Indexwas added by bmurphy7/13/2016
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXwas added by bmurphy7/13/2016
Vanguard Mid-Cap Growth ETFVOTwas added by bmurphy7/13/2016Remove
American Century Heritage Fund R ClassATHWXwas added by bmurphy7/13/2016
Invesco Small Cap Growth Fund Class RGTSRXwas added by bmurphy7/13/2016
American Funds EuroPacific Growth Fund Class R-2RERBXwas added by bmurphy7/13/2016
Oppenheimer International Growth Fund Class AOIGAXwas added by bmurphy7/13/2016
Small Cap Index Fundwas added by bmurphy7/13/2016
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas added by bmurphy7/13/2016
GMO International Equity Fund Class IIGMICXwas added by bmurphy7/13/2016
Keeley Small Cap Value Fund Class AKSCVXwas added by bmurphy7/13/2016Remove
Royce Opportunity Fund Retirement ClassROFRXwas added by bmurphy7/13/2016
John Hancock Funds Lifestyle Conservative Portfolio Class AJALRXwas added by bmurphy7/13/2016
John Hancock Funds Lifestyle Moderate Portfolio Class AJALMXwas added by bmurphy7/13/2016
John Hancock Funds Lifestyle Balanced Portfolio Class AJALBXwas added by bmurphy7/13/2016
John Hancock Funds Lifestyle Growth Portfolio Class AJALGXwas added by bmurphy7/13/2016
John Hancock Funds Lifestyle Aggressive Portfolio Class AJALAXwas added by bmurphy7/13/2016
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