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401(k) Guidance
Management Services
Aurora Health Care, Inc. Incentive Savings Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
wjg01270 on 2/9/2014
.
Number of Followers:
4
COMMENTS
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Plan Comments
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TRANSACTIONS
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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
William Blair Small Cap Value Fund Class I
BVDIX
was removed by wjg01270
1/17/2020
American Independence U.S. Inflation-Protected Fund Institutional Class
FFIHX
was removed by wjg01270
1/17/2020
Baird MidCap Fund Institutional Class
BMDIX
was removed by wjg01270
1/17/2020
Templeton Institutional Foreign Smaller Companies Series Advisor
TFSCX
was removed by wjg01270
1/17/2020
Oppenheimer Developing Markets Fund Class I
ODVIX
was removed by wjg01270
1/17/2020
American Funds American Balanced Fund Class R-5
RLBFX
was removed by wjg01270
1/17/2020
PIMCO All Asset Fund Institutional Class
PAAIX
was removed by wjg01270
1/17/2020
Vanguard Treasury Money Market Fund Investor Shares
VUSXX
was removed by wjg01270
1/17/2020
Baird Aggregate Bond Fund Class Institutional
BAGIX
was removed by wjg01270
1/17/2020
Lord Abbett Invt Tr Shs -R6- High Yield Fund
LHYVX
was removed by wjg01270
1/17/2020
Dreyfus Government Cash Management Fund Institutional Shares
DGCXX
was added by wjg01270
1/17/2020
Remove
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by wjg01270
1/17/2020
Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class
PFORX
was added by wjg01270
1/17/2020
Remove
Baird Core Plus Bond Fund Class Institutional
BCOIX
was added by wjg01270
1/17/2020
Remove
Principal Diversified Real Asset Fund Class A
PRDAX
was added by wjg01270
1/17/2020
Remove
Vanguard Balanced Index Fund Institutional Shares
VBAIX
was added by wjg01270
1/17/2020
Remove
Principal Diversified Real Asset Fund Institutional Class
PDRDX
was added by wjg01270
1/17/2020
Remove
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
was added by wjg01270
1/17/2020
Remove
T. Rowe Price Institutional Large Cap Growth Fund
TRLGX
was added by wjg01270
1/17/2020
Remove
Neuberger Berman Socially Responsive Fund Investor Class
NBSRX
was added by wjg01270
1/17/2020
Remove
Dodge & Cox Stock Fund
DODGX
was added by wjg01270
1/17/2020
Remove
William Blair Small-Mid Cap Growth Fund Class I
WSMDX
was added by wjg01270
1/17/2020
Remove
DFA Global Real Estate Securities Portfolio
DFGEX
was added by wjg01270
1/17/2020
Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
VITPX
was removed by wjg01270
1/17/2020
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
was added by wjg01270
1/17/2020
Remove
Oppenheimer Developing Markets Fund Class R
ODVNX
was removed by wjg01270
1/17/2020
Oppenheimer Developing Markets Fund Class R
ODVNX
was added by wjg01270
1/17/2020
Dodge & Cox International Stock Fund
DODFX
was added by wjg01270
1/17/2020
Remove
Vanguard REIT ETF
VNQ
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by wjg01270
1/17/2020
Remove
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by wjg01270
1/17/2020
Remove
Fidelity Puritan Fund Class K
FPUKX
was added by wjg01270
1/17/2020
Remove
Vanguard Developed Markets Index Fund Institutional Plus Shares
VDMPX
was added by wjg01270
8/20/2018
Remove
Lord Abbett High Yield Fund Class I
LAHYX
was removed by wjg01270
8/20/2018
Lord Abbett Invt Tr Shs -R6- High Yield Fund
LHYVX
was added by wjg01270
8/20/2018
Baird Aggregate Bond Fund Class Institutional
BAGIX
was added by wjg01270
8/20/2018
Vanguard Treasury Money Market Fund Investor Shares
VUSXX
was added by wjg01270
8/20/2018
Vanguard Prime Money Market Fund Admiral Shares
VMRXX
was removed by wjg01270
8/20/2018
Ivy High Income Fund Class I
IVHIX
was removed by wjg01270
8/20/2018
Harbor International Fund Institutional Class
HAINX
was removed by wjg01270
8/20/2018
JPMorgan Core Bond Fund Class R6
JCBUX
was removed by wjg01270
8/20/2018
American Century Value Fund Institutional Class
AVLIX
was removed by wjg01270
8/20/2018
Lord Abbett High Yield Fund Class I
LAHYX
was added by wjg01270
7/16/2015
Baird MidCap Fund Institutional Class
BMDIX
was added by wjg01270
2/9/2014
PIMCO All Asset Fund Institutional Class
PAAIX
was added by wjg01270
2/9/2014
American Funds American Balanced Fund Class R-5
RLBFX
was added by wjg01270
2/9/2014
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by wjg01270
2/9/2014
Harbor International Fund Institutional Class
HAINX
was added by wjg01270
2/9/2014
Templeton Institutional Foreign Smaller Companies Series Advisor
TFSCX
was added by wjg01270
2/9/2014
Ivy High Income Fund Class I
IVHIX
was added by wjg01270
2/9/2014
American Independence U.S. Inflation-Protected Fund Institutional Class
FFIHX
was added by wjg01270
2/9/2014
JPMorgan Core Bond Fund Class R6
JCBUX
was added by wjg01270
2/9/2014
Vanguard Prime Money Market Fund Admiral Shares
VMRXX
was added by wjg01270
2/9/2014
William Blair Small Cap Value Fund Class I
BVDIX
was added by wjg01270
2/9/2014
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
VITPX
was added by wjg01270
2/9/2014
American Century Value Fund Institutional Class
AVLIX
was added by wjg01270
2/9/2014
Plan Transactions
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