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Zoom Video Communication, Inc. 401k Profit Sharing Plan Trust

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Plan was created by brian on 6/22/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/22/2021 11:55:06 AM
Plan is correct, except missing Putnam Focused Equity R6, Cohen & Steers Real Estate. For some investment options we're modeling with alternative classes of the same fund.

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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 
The Hartford Balanced Income Fund Class IHBLIXwas added by brian6/22/2021Remove
Franklin Mutual Global Discovery Fund Class ZMDISXwas added by brian6/22/2021Remove
Fidelity Contrafund K6FLCNXwas added by brian6/22/2021Remove
BlackRock Commodity Strategies Portfolio Institutional SharesBICSXwas added by brian6/22/2021Remove
BlackRock High Yield Bond Portfolio Institutional SharesBHYIXwas added by brian6/22/2021Remove
First Eagle Global Fund Class ISGIIXwas added by brian6/22/2021Remove
TCW Total Return Bond Fund Class ITGLMXwas added by brian6/22/2021Remove
Principal SmallCap S&P 600 Index Fund Institutional ClassPSSIXwas added by brian6/22/2021Remove
Oppenheimer Gold & Special Minerals Fund Class IOGMIXwas added by brian6/22/2021Remove
Lord Abbett Income Fund Class ILAUYXwas added by brian6/22/2021Remove
Lord Abbett Short Duration Income Fund Class ILLDYXwas added by brian6/22/2021Remove
Alger Spectra Fund Class IASPIXwas added by brian6/22/2021Remove
MFS International Intrinsic Value Fund Class R6was added by brian6/22/2021Remove
MFS Global Real Estate Fund Class R6MGLRXwas added by brian6/22/2021Remove
Lazard Global Listed Infrastructure Portfolio Institutional SharesGLIFXwas added by brian6/22/2021Remove
Oppenheimer International Growth Fund Class YOIGYXwas added by brian6/22/2021Remove
JPMorgan Mid Cap Value R6JMVYXwas added by brian6/22/2021Remove
JPMorgan Equity Income Fund Class R6OIEJXwas added by brian6/22/2021Remove
PIMCO Income Fund Institutional ClassPIMIXwas added by brian6/22/2021Remove
Delaware Small Cap Value Fund Institutional ClassDEVIXwas added by brian6/22/2021Remove
Goldman Sachs Emerging Markets Equity Insights Fund Class IRGIRPXwas added by brian6/22/2021Remove
Goldman Sachs International Small Cap Insights Fund Class IR SharesGIRLXwas added by brian6/22/2021Remove
Templeton Global Bond Fund Class R6FBNRXwas added by brian6/22/2021Remove
American Funds New Perspective Fund Class R-6RNPGXwas added by brian6/22/2021Remove
American Funds Global Balanced Fund Class R-6RGBGXwas added by brian6/22/2021Remove
Fidelity Select Health Care PortfolioFSPHXwas added by brian6/22/2021Remove
Fidelity Select Technology PortfolioFSPTXwas added by brian6/22/2021Remove
Fidelity Select Utilities PortfolioFSUTXwas added by brian6/22/2021Remove
Fidelity International Capital Appreciation FundFIVFXwas added by brian6/22/2021Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by brian6/22/2021Remove
Fidelity Extended Market IndexFSMAXwas added by brian6/22/2021Remove
Fidelity Growth Company Fund Class KFGCKXwas added by brian6/22/2021Remove
Fidelity Blue Chip Growth Fund Class KFBGKXwas added by brian6/22/2021Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian6/22/2021Remove
Fidelity OTC Portfolio Class KFOCKXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian6/22/2021Remove
Vanguard Federal Money Market Fundwas added by brian6/22/2021Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by brian6/22/2021Remove
Vanguard Energy Index Fund Admiral SharesVENAXwas added by brian6/22/2021Remove
Fidelity Limited Term Government FundFFXSXwas added by brian6/22/2021Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by brian6/22/2021Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by brian6/22/2021Remove
Vanguard Materials Index Fund Admiral SharesVMIAXwas added by brian6/22/2021Remove
Vanguard Financials Index Fund Admiral SharesVFAIXwas added by brian6/22/2021Remove
Vanguard Consumer Discretionary Index Fund Admiral SharesVCDAXwas added by brian6/22/2021Remove
Fidelity International Index Fund Premium ClassFSIVXwas added by brian6/22/2021Remove
Fidelity 500 IndexFXAIXwas added by brian6/22/2021Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by brian6/22/2021Remove
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