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Plan was created by
brian on 6/23/2021
.
Number of Followers:
1
COMMENTS
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brian
6/23/2021 8:37:28 PM
Plan is exactly correct based on company's 2019 form 5500 filing. We're using a few different fund classes where needed to complete the plan.
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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
Fidelity Contrafund K6
FLCNX
was added by brian
6/23/2021
Remove
JPMorgan U.S. Small Company Fund Class R6
JUSMX
was added by brian
6/23/2021
Remove
MFS Mid Cap Value Fund Class R6
MVCKX
was added by brian
6/23/2021
Remove
Oppenheimer International Growth Fund Class I
OIGIX
was added by brian
6/23/2021
Remove
PIMCO Income Fund Institutional Class
PIMIX
was added by brian
6/23/2021
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2005 I
trpfx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2010 I
trpax
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2015 I
trfgx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2020 I
trbrx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2025 I
trphx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2030 I
trpcx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2035 I
trpjx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2040 I
trpdx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2045 I
trpkx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2050 I
trpmx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2055 I
trpnx
was added by brian
6/23/2021
Remove
T. Rowe Price Retirement I 2060 I
trplx
was added by brian
6/23/2021
Remove
Vanguard Equity-Income Fund Admiral Shares
VEIRX
was added by brian
6/23/2021
Remove
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
was added by brian
6/23/2021
Remove
Vanguard Federal Money Market Fund
was added by brian
6/23/2021
Remove
Vanguard Institutional Index Fund Institutional Shares
VINIX
was added by brian
6/23/2021
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was added by brian
6/23/2021
Remove
DFA International Core Equity Portfolio Institutional Class
DFIEX
was added by brian
6/23/2021
Remove
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