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Trinet 401(K) Plan

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Plan was created by bmurphy on 11/19/2013.
Number of Followers: 20


COMMENTS plan comments help
comment plan bmurphy 9/25/2017 11:49:34 AM
Removed Vanguard Target Retirement 2010 Ret Acct. from the lineup.

comment plan bmurphy 10/24/2017 12:49:33 PM
Plan is up to date as of 10/24/2017.

comment plan brian 6/30/2021 11:54:40 AM
Plan is correct based on the company's 2019 form 5500 filing. We're using various proxies to represent some of the fund options.

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Plan Comments

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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 
Transamerica Stable Valuewas added by brian6/30/2021Remove
SSgA U.S. Bond Index Ret. Acct.was added by brian6/30/2021Remove
SSgA S&P Mid Cap Index Ret. Acct.was added by brian6/30/2021Remove
SSgA International Index Ret Acct was added by brian6/30/2021Remove
Oakmark International Ret Acct.was added by brian6/30/2021Remove
Invesco International Growth Ret Acct.was removed by brian6/30/2021
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXwas added by brian6/30/2021Remove
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXwas added by brian6/30/2021Remove
Vanguard Target Retirement Income Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2015 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2025 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2030 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2035 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2040 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2045 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2050 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2020 Ret Acct.was removed by brian6/30/2021
Vanguard Target Retirement 2055 Ret Acct.was removed by brian6/30/2021
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXwas removed by brian6/30/2021Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXwas removed by brian6/30/2021Remove
Vanguard Target Retirement 2060 Ret Acct.was removed by brian6/30/2021
SSgA Emerging Markets SelectSEMSXwas removed by brian6/30/2021
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXwas added by estar.y7/15/2020Remove
Vanguard Target Retirement 2060 Ret Acct.was added by estar.y7/15/2020
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXwas added by estar.y7/15/2020Remove
SSgA Emerging Markets SelectSEMSXwas added by estar.y7/14/2020
SSgA International Stock Selection Fund N ClassSSAIXwas removed by estar.y7/14/2020
SSgA International Stock Selection Fund N ClassSSAIXwas added by estar.y7/14/2020
American Funds New Perspective R2Erpebxwas removed by estar.y7/14/2020
American Funds New Perspective R2Erpebxwas added by estar.y7/14/2020
American Funds Europacific Growth R2Ereebxwas added by estar.y7/14/2020Remove
Fidelity Real Estate Index Fund Premium ClassFSRVXwas removed by estar.y7/14/2020
Fidelity Real Estate Index Fund Premium ClassFSRVXwas added by estar.y7/14/2020
Fidelity Real Estate Index Fund Investor ClassFRXIXwas removed by estar.y7/14/2020
Fidelity Real Estate Index Fund Investor ClassFRXIXwas added by estar.y7/14/2020
Fidelity Real Estate IndexFSRNXwas added by estar.y7/14/2020Remove
DFA U.S. Small Cap Value Ret Acct.was added by estar.y7/14/2020Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas removed by estar.y7/14/2020
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by estar.y7/14/2020
Baird Aggregate Bond Fund Class InvestorBAGSXwas removed by estar.y7/14/2020
Baird Aggregate Bond Ret Acct.was added by estar.y7/14/2020Remove
Baird Aggregate Bond Fund Class InvestorBAGSXwas added by estar.y7/14/2020
Vanguard Target Retirement 2055 Ret Acct.was added by estar.y7/14/2020
Vanguard Target Retirement 2055 Ret Acct.was removed by soxnatn5/3/2020
Vanguard Target Retirement 2060 Ret Acct.was removed by soxnatn5/3/2020
Vanguard REIT Index Ret Acct.was removed by soxnatn5/3/2020
DFA U.S. Small Cap Value Ret Acct.was removed by soxnatn5/3/2020Remove
Oakmark International Ret Acct.was removed by soxnatn5/3/2020Remove
SSgA International Index Ret Acct was removed by soxnatn5/3/2020Remove
SSgA S&P Mid Cap Index Ret. Acct.was removed by soxnatn5/3/2020Remove
SSgA U.S. Bond Index Ret Acctwas removed by soxnatn5/3/2020
Transamerica Stable Valuewas removed by soxnatn5/3/2020Remove
Baird Aggregate Bond Ret Acct.was removed by soxnatn5/3/2020Remove
Legal & General S&P 500 Ret Acct.was added by bmurphy10/24/2017Remove
Baird Aggregate Bond Ret Acct.was added by bmurphy10/24/2017Remove
Transamerica Partners Stock Index Ret Acct.was removed by bmurphy10/24/2017
Oakmark International Ret Acct.was added by bmurphy10/24/2017Remove
Oakmark International Ret Acct.was removed by bmurphy10/24/2017
DFA U.S. Small Cap Value Ret Acct.was added by bmurphy10/24/2017Remove
Vanguard REIT Index Ret Acct.was added by bmurphy10/24/2017
SSgA Emerging Markets Index Ret Acct.was added by bmurphy10/24/2017Remove
Oakmark International Ret Acct.was added by bmurphy10/24/2017
Vanguard Target Retirement 2060 Ret Acct.was added by bmurphy10/24/2017
Morgan Stanley Growth Ret Acct.was removed by bmurphy10/24/2017
Thornburg International Value Ret Acct.was removed by bmurphy10/24/2017
American Century Mid Cap Value Ret Acct.was removed by bmurphy10/24/2017
RidgeWorth Large Cap Value Equity Ret Acct.was removed by bmurphy10/24/2017
Franklin Small Cap Value Ret Acct.was removed by bmurphy10/24/2017
Goldman Sachs Mid-Cap Opportunities Ret Acct.was removed by bmurphy10/24/2017
PIMCO Total Return Ret Acct.was removed by bmurphy10/24/2017
Vanguard Target Retirement 2010 Ret Acct.was removed by bmurphy9/25/2017
Vanguard REIT Index Ret Acct.was removed by bmurphy1/18/2016
Transamerica Stable Valuewas added by bmurphy11/19/2013Remove
Vanguard Target Retirement 2015 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2020 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2025 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2030 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2035 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2040 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2045 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2050 Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2055 Ret Acct.was added by bmurphy11/19/2013
Franklin Small Cap Value Ret Acct.was added by bmurphy11/19/2013
SSgA Russell Small Cap Index Ret Acct.was added by bmurphy11/19/2013Remove
Janus Triton Ret Acct.was added by bmurphy11/19/2013Remove
Vanguard REIT Index Ret Acct.was added by bmurphy11/19/2013
American Funds New Perspective Ret Acct.was added by bmurphy11/19/2013Remove
Invesco International Growth Ret Acct.was added by bmurphy11/19/2013
SSgA International Index Ret Acct was added by bmurphy11/19/2013Remove
Thornburg International Value Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement Income Ret Acct.was added by bmurphy11/19/2013
Vanguard Target Retirement 2010 Ret Acct.was added by bmurphy11/19/2013
RidgeWorth Large Cap Value Equity Ret Acct.was added by bmurphy11/19/2013
Transamerica Partners Stock Index Ret Acct.was added by bmurphy11/19/2013
Morgan Stanley Growth Ret Acct.was added by bmurphy11/19/2013
American Century Mid Cap Value Ret Acct.was added by bmurphy11/19/2013
SSgA S&P Mid Cap Index Ret. Acct.was added by bmurphy11/19/2013Remove
Goldman Sachs Mid-Cap Opportunities Ret Acct.was added by bmurphy11/19/2013
PIMCO Total Return Ret Acct.was added by bmurphy11/19/2013
SSgA U.S. Bond Index Ret Acctwas added by bmurphy11/19/2013
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Plan Transactions

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