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Principle Solutions Group Llc 401K Plan
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Plan was created by
Macklinwalker on 7/16/2015
.
Number of Followers:
6
COMMENTS
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Macklinwalker
7/16/2015 10:03:45 PM
It took me nearly an hr. to add all of our funds. I clicked "Calculate" and the system locked up. When I returned to the site all the information I submitted was gone. Very frustrating.
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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
T. Rowe Price Equity Income Fund Class R
RRFDX
was removed by Macklinwalker
3/2/2016
American Century Equity Income Fund A Class
TWEAX
was removed by Macklinwalker
3/2/2016
American Century Mid Cap Value Fund A Class
ACLAX
was added by Macklinwalker
3/2/2016
Remove
Invesco Diversified Dividend Fund Class A
LCEAX
was added by Macklinwalker
9/3/2015
Remove
SPDR Russell Small Cap Completeness ETF
RSCO
was removed by Macklinwalker
7/20/2015
Prudential Jennison Small Company Fund Class A
PGOAX
was added by Macklinwalker
7/20/2015
Remove
American Century Investments One Choice In Retirement Portfolio A Class
ARTAX
was added by Macklinwalker
7/20/2015
Remove
MFS Massachusetts Investors Trust Class R2
MIRTX
was removed by Macklinwalker
7/20/2015
MFS Massachusetts Investors Growth Stock Fund Class R2
MIRGX
was added by Macklinwalker
7/20/2015
Remove
SPDR S&P 400 Mid Cap Value ETF
MDYV
was removed by Macklinwalker
7/20/2015
Western Asset Core Plus Bond Fund Class R
WAPRX
was added by Macklinwalker
7/20/2015
Remove
PIMCO Total Return Fund Class R
PTRRX
was removed by Macklinwalker
7/20/2015
Alger Small Cap Growth Institutional Fund Class R
ASIRX
was removed by Macklinwalker
7/20/2015
American Funds American High-Income Trust Class R-3
RITCX
was added by Macklinwalker
7/20/2015
Remove
PIMCO Total Return Fund Class R
PTRRX
was added by Macklinwalker
7/20/2015
Fidelity Advisor Leveraged Company Stock Fund Class T
FLSTX
was added by Macklinwalker
7/20/2015
Remove
SPDR S&P 400 Mid Cap Value ETF
MDYV
was added by Macklinwalker
7/17/2015
American Funds The Bond Fund of America Class R-3
RBFCX
was added by Macklinwalker
7/17/2015
Remove
MFS Massachusetts Investors Trust Class R2
MIRTX
was added by Macklinwalker
7/16/2015
American Century Select Fund A Class
TWCAX
was added by Macklinwalker
7/16/2015
Remove
T. Rowe Price Growth Stock Fund R Class
RRGSX
was added by Macklinwalker
7/16/2015
Remove
Goldman Sachs Mid Cap Value Fund Service Class
GSMSX
was added by Macklinwalker
7/16/2015
Remove
American Funds Capital World Growth and Income Fund Class R-3
RWICX
was added by Macklinwalker
7/16/2015
Remove
SPDR Russell Small Cap Completeness ETF
RSCO
was added by Macklinwalker
7/16/2015
American Century Equity Income Fund A Class
TWEAX
was added by Macklinwalker
7/16/2015
SSgA S&P 500 Index Fund N Class
SVSPX
was added by Macklinwalker
7/16/2015
Remove
Prudential Jennison Mid Cap Growth Fund Class A
PEEAX
was added by Macklinwalker
7/16/2015
Remove
Franklin Small Cap Value Fund Class R
FVFRX
was added by Macklinwalker
7/16/2015
Remove
Goldman Sachs Small Cap Value Fund Service
GSSSX
was added by Macklinwalker
7/16/2015
Remove
Alger Small Cap Growth Institutional Fund Class R
ASIRX
was added by Macklinwalker
7/16/2015
Templeton Foreign Fund Class R
TEFRX
was added by Macklinwalker
7/16/2015
Remove
Oppenheimer International Growth Fund Class A
OIGAX
was added by Macklinwalker
7/16/2015
Remove
T. Rowe Price Equity Income Fund Class R
RRFDX
was added by Macklinwalker
7/16/2015
American Century Investments One Choice 2035 Portfolio A Class
ARYAX
was added by Macklinwalker
7/16/2015
Remove
T. Rowe Price International Stock Fund Class R
RRITX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2055 Portfolio A Class
AREMX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2040 Portfolio A Class
ARDMX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2050 Portfolio A Class
ARFMX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2045 Portfolio A Class
AROAX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2030 Portfolio A Class
ARCMX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2025 Portfolio A Class
ARWAX
was added by Macklinwalker
7/16/2015
Remove
American Century Investments One Choice 2020 Portfolio A Class
ARBMX
was added by Macklinwalker
7/16/2015
Remove
Plan Transactions
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