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Humana Retirement And Savings Plan
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Plan was created by
brian on 8/4/2020
.
Number of Followers:
1
COMMENTS
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brian
8/4/2020 11:24:18 PM
Plan is exactly correct based off of recent 11K filing; as of 12/31/19. Plan missing "Schwab Managed Retirement Trust Income Fund Class VI". Most options are proxied with comparable mutual funds.
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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
PIMCO Total Return Fund Institutional Class
PTTRX
was added by brian
8/4/2020
Remove
Delaware Small Cap Value Fund Institutional Class
DEVIX
was added by brian
8/4/2020
Remove
Loomis Sayles Small Cap Growth Fund Institutional Class
LSSIX
was added by brian
8/4/2020
Remove
Artisan International Growth Trust
was added by brian
8/4/2020
Remove
State Street Russell All Cap C
was added by brian
8/4/2020
Remove
State Street Russell Small Cap K
was added by brian
8/4/2020
Remove
State Street Equity 500 Index K
sssyx
was added by brian
8/4/2020
Remove
Schwab Institutional Large Cap Value Trust Fund
was added by brian
8/4/2020
Remove
JP Morgan Chase Bank Large Cap Growth Fund
was added by brian
8/4/2020
Remove
Schwab Target 2010 Fund
SWBRX
was added by brian
8/4/2020
Remove
Schwab Target 2015 Fund
SWGRX
was added by brian
8/4/2020
Remove
Schwab Target 2020 Fund
SWCRX
was added by brian
8/4/2020
Remove
Schwab Target 2025 Fund
SWHRX
was added by brian
8/4/2020
Remove
Schwab Target 2030 Fund
SWDRX
was added by brian
8/4/2020
Remove
Schwab Target 2035 Fund
SWIRX
was added by brian
8/4/2020
Remove
Schwab Target 2040 Fund
SWERX
was added by brian
8/4/2020
Remove
Schwab Target 2045 Fund
SWMRX
was added by brian
8/4/2020
Remove
Schwab Target 2050 Fund
SWNRX
was added by brian
8/4/2020
Remove
Schwab Target 2055 Fund
SWORX
was added by brian
8/4/2020
Remove
Schwab Target 2060
swprx
was added by brian
8/4/2020
Remove
State Street Global All Cap Equity Ex. U.S. Index Fund
was added by brian
8/4/2020
Remove
Humana Inc
HUM
was added by brian
8/4/2020
Remove
Stable Value Fund:
was added by brian
8/4/2020
Remove
Plan Transactions
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