Log In
/
Sign Up
401(k) Guidance
Management Services
Herrington And Nunn Partnership Retirement Plan & Trust
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
Plan was created by
jeffbourassa on 4/21/2014
.
Number of Followers:
2
COMMENTS
help
bmurphy
1/18/2016 6:15:10 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
Add Comment
To add a new comment
Log In or Sign Up
Plan Comments
Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.
TRANSACTIONS
help
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
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by bmurphy
1/18/2016
Remove
Vanguard Mid-Cap Index Fund Signal Shares
VMISX
was removed by bmurphy
1/18/2016
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by bmurphy
1/18/2016
Remove
Vanguard Small Cap Index Fund Signal Shares
VSISX
was removed by bmurphy
1/18/2016
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
was added by bmurphy
1/18/2016
Remove
Vanguard Total Stock Market Index Fund Signal Shares
VTSSX
was removed by bmurphy
1/18/2016
Nuveen Dividend Value Fund Class I
FAQIX
was added by jeffbourassa
4/21/2014
Remove
Oakmark International Fund Class I
OAKIX
was added by jeffbourassa
4/21/2014
Remove
Principal MidCap Fund Institutional Class
PCBIX
was added by jeffbourassa
4/21/2014
Remove
Wells Fargo Premier Large Company Growth Fund - Class Inst
EKJYX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Small Cap Index Fund Signal Shares
VSISX
was added by jeffbourassa
4/21/2014
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Total Stock Market Index Fund Signal Shares
VTSSX
was added by jeffbourassa
4/21/2014
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was added by jeffbourassa
4/21/2014
Remove
US Cash / Money Market
USCASH
was added by jeffbourassa
4/21/2014
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by jeffbourassa
4/21/2014
Remove
PIMCO Low Duration Fund Institutional Class
PTLDX
was added by jeffbourassa
4/21/2014
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was added by jeffbourassa
4/21/2014
Remove
T. Rowe Price Personal Strategy Growth Fund
TRSGX
was added by jeffbourassa
4/21/2014
Remove
T. Rowe Price Capital Appreciation Fund
PRWCX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Mid-Cap Index Fund Signal Shares
VMISX
was added by jeffbourassa
4/21/2014
Vanguard Selected Value Fund Investor Shares
VASVX
was added by jeffbourassa
4/21/2014
Remove
Plan Transactions
This section details the different updates made to the plan over time, such as when new investment options become available, etc...
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Updating Plan and Portfolio Allocations...
Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page