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401k, 403b plan

Uber Technologies, Inc. 401(k) Plan

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Plan was created by brian on 6/9/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/9/2021 11:11:44 AM
Plan is correctly modeled based on company's 2019 5500 filing; except missing company's common stock. Will add this in the future.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXwas added by brian6/10/2021Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXwas removed by brian6/10/2021Remove
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXwas added by brian6/9/2021Remove
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by brian6/9/2021Remove
Fidelity International IndexFSPSXwas added by brian6/9/2021Remove
Fidelity Total Market IndexFSKAXwas added by brian6/9/2021Remove
Fidelity Small Cap IndexFSSNXwas added by brian6/9/2021Remove
Fidelity Real Estate IndexFSRNXwas added by brian6/9/2021Remove
Fidelity Contrafund Fund Class KFCNKXwas added by brian6/9/2021Remove
Fidelity U.S. Bond IndexFXNAXwas added by brian6/9/2021Remove
Fidelity 500 IndexFXAIXwas added by brian6/9/2021Remove
Fidelity Emerging Markets IndexFPADXwas added by brian6/9/2021Remove
Fidelity Mid Cap IndexFSMDXwas added by brian6/9/2021Remove
Fidelity Government Money Marketwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXwas added by brian6/9/2021Remove
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXwas added by brian6/9/2021Remove
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXwas added by brian6/9/2021Remove
Oakmark International Fund Class InstitutionalOANIXwas added by brian6/9/2021Remove
BlackRock Equity Dividend Kmkdvxwas added by brian6/9/2021Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by brian6/9/2021Remove
BlackRock High Yield Bond Portfolio Class KBRHYXwas added by brian6/9/2021Remove
Victory Sycamore Established Value R6was added by brian6/9/2021Remove
Carillon Eagle Small Cap Growth R6 Fundwas added by brian6/9/2021Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by brian6/9/2021Remove
American Funds New Perspective Fund Class R-6RNPGXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXwas added by brian6/9/2021Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXwas added by brian6/9/2021Remove
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