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401(k) Guidance
Management Services
Analytic Stress Relieving, Inc. 401(K) Profit Sharing Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
john.lindsay on 12/21/2014
.
Number of Followers:
2
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
Virtus Emerging Markets Opportunities Fund Class I
HIEMX
was removed by john.lindsay
7/15/2019
AB Discovery Value Fund Class R
ABSRX
was removed by john.lindsay
7/15/2019
Alger Capital Appreciation Institutional Fund Class R
ACARX
was removed by john.lindsay
7/15/2019
JPMorgan U.S. Equity Fund Class R2
JUEZX
was removed by john.lindsay
7/15/2019
Franklin High Income Fund Class R
FHIRX
was removed by john.lindsay
7/15/2019
Pioneer Bond Fund Class R
PBFRX
was removed by john.lindsay
7/15/2019
AB Global Bond Fund Class R
ANARX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement Balanced Fund Class R
RRTIX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2035 Fund Class R
RRTPX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2030 Fund Class R
RRTCX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2025 Fund Class R
RRTNX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2015 Fund Class R
RRTMX
was removed by john.lindsay
7/15/2019
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
was removed by john.lindsay
7/15/2019
Baron Emerging Markets Fund Institutional Shares
BEXIX
was added by john.lindsay
7/15/2019
Remove
Invesco International Growth Fund Class R6
IGFRX
was added by john.lindsay
7/15/2019
Remove
AB Small Cap Growth Portfolio Advisor Class
QUAYX
was added by john.lindsay
7/15/2019
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by john.lindsay
7/15/2019
Remove
Janus Henderson Money Market Fund
JNMXX
was added by john.lindsay
7/15/2019
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by john.lindsay
7/15/2019
Remove
AB Discovery Value Fund Class I
ABSIX
was added by john.lindsay
7/15/2019
Remove
Alger Capital Appreciation Institutional Fund Class I
ALARX
was added by john.lindsay
7/15/2019
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by john.lindsay
7/15/2019
Remove
JPMorgan Equity Income Fund Class R6
OIEJX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2040 Fund
TRRDX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2030 Fund
TRRCX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2020 Fund
TRRBX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement Balanced Fund
TRRIX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2055 Fund
TRRNX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2050 Fund
TRRMX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2045 Fund
TRRKX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2035 Fund
TRRJX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2025 Fund
TRRHX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2015 Fund
TRRGX
was added by john.lindsay
7/15/2019
Remove
T. Rowe Price Retirement 2010 Fund
TRRAX
was added by john.lindsay
7/15/2019
Remove
AB Global Bond Fund Class I
ANAIX
was added by john.lindsay
7/15/2019
Remove
Pioneer Bond Fund Class Y
PICYX
was added by john.lindsay
7/15/2019
Remove
Virtus Emerging Markets Opportunities Fund Class I
HIEMX
was added by john.lindsay
3/2/2018
T. Rowe Price International Equity Index Fund
PIEQX
was added by john.lindsay
3/2/2018
Remove
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
was added by john.lindsay
3/2/2018
Remove
Invesco Bond Fund
VBF
was added by john.lindsay
3/2/2018
Remove
Thornburg Limited Term Income Fund Class R3
THIRX
was removed by john.lindsay
3/2/2018
T. Rowe Price International Growth & Income Fund Class R
RRIGX
was removed by john.lindsay
3/2/2018
Vanguard Small Cap Index Fund Signal Shares
VSISX
was removed by john.lindsay
3/2/2018
Vanguard 500 Index Fund Admiral Class
VFIAX
was removed by john.lindsay
3/2/2018
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was removed by john.lindsay
3/2/2018
Remove
Virtus Emerging Markets Opportunities Fund Class I
HIEMX
was removed by john.lindsay
3/2/2018
Thornburg Limited Term Income Fund Class R5
THRRX
was added by john.lindsay
3/2/2018
Remove
Virtus Emerging Markets Opportunities Fund Class I
HIEMX
was added by john.lindsay
10/2/2017
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by john.lindsay
10/2/2017
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by john.lindsay
10/2/2017
Remove
Vanguard Small Cap Index Fund Signal Shares
VSISX
was added by john.lindsay
10/2/2017
US Cash / Money Market
USCASH
was removed by john.lindsay
10/2/2017
Invesco Comstock Fund Class R
ACSRX
was removed by john.lindsay
10/2/2017
Nuveen Mid Cap Index Fund Class R3
FMCYX
was removed by john.lindsay
10/2/2017
JPMorgan Equity Income Fund Class R2
OIEFX
was removed by john.lindsay
10/2/2017
Victory Sophus Emerging Markets Fund Class R
REMKX
was removed by john.lindsay
10/2/2017
Goldman Sachs Small Cap Value Fund Class R
GSQRX
was removed by john.lindsay
10/2/2017
Oppenheimer Gold and Special Minerals Fund Class R
OGMNX
was added by john.lindsay
12/21/2014
Remove
Victory Sophus Emerging Markets Fund Class R
REMKX
was added by john.lindsay
12/21/2014
Oppenheimer International Growth Fund Class R
OIGNX
was added by john.lindsay
12/21/2014
Remove
T. Rowe Price International Growth & Income Fund Class R
RRIGX
was added by john.lindsay
12/21/2014
AB Small Cap Growth Portfolio Class R
QUARX
was added by john.lindsay
12/21/2014
Remove
Goldman Sachs Small Cap Value Fund Class R
GSQRX
was added by john.lindsay
12/21/2014
Janus Enterprise Fund Class R
JDMRX
was added by john.lindsay
12/21/2014
Remove
AB Discovery Value Fund Class R
ABSRX
was added by john.lindsay
12/21/2014
Alger Capital Appreciation Institutional Fund Class R
ACARX
was added by john.lindsay
12/21/2014
JPMorgan U.S. Equity Fund Class R2
JUEZX
was added by john.lindsay
12/21/2014
JPMorgan Equity Income Fund Class R2
OIEFX
was added by john.lindsay
12/21/2014
Nuveen Mid Cap Index Fund Class R3
FMCYX
was added by john.lindsay
12/21/2014
Invesco Comstock Fund Class R
ACSRX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement Balanced Fund Class R
RRTIX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2035 Fund Class R
RRTPX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2030 Fund Class R
RRTCX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2025 Fund Class R
RRTNX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2015 Fund Class R
RRTMX
was added by john.lindsay
12/21/2014
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
was added by john.lindsay
12/21/2014
AB Global Bond Fund Class R
ANARX
was added by john.lindsay
12/21/2014
Franklin High Income Fund Class R
FHIRX
was added by john.lindsay
12/21/2014
Pioneer Bond Fund Class R
PBFRX
was added by john.lindsay
12/21/2014
Thornburg Limited Term Income Fund Class R3
THIRX
was added by john.lindsay
12/21/2014
US Cash / Money Market
USCASH
was added by john.lindsay
12/21/2014
Plan Transactions
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