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401(k) Guidance
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The Community Builders, Inc. Tax Sheltered Annuity Plan
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Plan was created by
brian on 12/1/2020
.
Number of Followers:
1
COMMENTS
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brian
12/1/2020 2:52:51 PM
Plan is correct as of 12/1/20.
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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
Metropolitan West Total Return Bond Fund Class M
MWTRX
was added by brian
12/1/2020
Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class
PFORX
was added by brian
12/1/2020
Remove
BlackRock High Yield Bond Portfolio Institutional Shares
BHYIX
was added by brian
12/1/2020
Remove
American Funds The Growth Fund of America Class R-4
RGAEX
was added by brian
12/1/2020
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by brian
12/1/2020
Remove
Vanguard Equity-Income Fund Admiral Shares
VEIRX
was added by brian
12/1/2020
Remove
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
was added by brian
12/1/2020
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by brian
12/1/2020
Remove
Victory Sycamore Established Value Fund Class I
VEVIX
was added by brian
12/1/2020
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by brian
12/1/2020
Remove
MFS International Growth Fund Class R3
MGRTX
was added by brian
12/1/2020
Remove
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was added by brian
12/1/2020
Remove
American Beacon International Equity Fund Institutional Class
AAIEX
was added by brian
12/1/2020
Remove
American Funds New World Fund Class R-6
RNWGX
was added by brian
12/1/2020
Remove
New York Life GIA Stable Value
was added by brian
12/1/2020
Remove
CRA Qualified Investment Institutional Shares
CRANX
was added by brian
12/1/2020
Remove
Plan Transactions
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