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401k, 403b plan

One Microsoft Puerto Rico Retirement Plan

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Plan was created by brian on 6/22/2019.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/22/2019 12:30:53 PM
Plan is exactly as shown in firm's 11-K, dated 12/31/18.

comment plan brian 7/23/2020 12:10:11 PM
Plan is exactly as shown in firm's 11-K, dated 12/31/19.

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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 
T Rowe Price Retirement Income - Advisor Classwas added by brian7/23/2020Remove
T Rowe Price Retirement Income - Advisor Classwas removed by brian7/23/2020Remove
T Rowe Price Retirement Income - Advisor Classwas added by brian7/23/2020Remove
T Rowe Price Retirement Income - Advisor Classwas removed by brian7/23/2020Remove
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas added by brian7/23/2020Remove
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas added by brian6/22/2019Remove
Microsoft CorporationMSFTwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas added by brian6/22/2019Remove
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas added by brian6/22/2019Remove
Vanguard Windsor II Fund Investor ShareVWNFXwas added by brian6/22/2019Remove
BlackRock Total Return Fund Institutional SharesMAHQXwas added by brian6/22/2019Remove
Columbia Small Cap Index Fund Class ANMSAXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas added by brian6/22/2019Remove
American Funds New Perspective Fund Class R-4RNPEXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas added by brian6/22/2019Remove
MFS Research International Fund Class AMRSAXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas added by brian6/22/2019Remove
T. Rowe Price Retirement 2060 Fund Advisor ClassTRRYXwas added by brian6/22/2019Remove
T Rowe Price Retirement Income - Advisor Classwas added by brian6/22/2019Remove
Federated Trust for U.S. Treasury Obligations Fund - Instl.was added by brian6/22/2019Remove
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Plan Transactions

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