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Plan was created by
Kivalia on 10/14/2013
.
Number of Followers:
4
COMMENTS
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brian
6/23/2021 9:07:52 PM
Plan is exactly correct based on the company's 2019 form 5500 filing. We're proxying 1 or 2 funds with slightly higher cost fund classes.
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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
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
was removed by brian
6/23/2021
Wasatch Core Growth Fund Institutional Class Shares
WIGRX
was added by brian
6/23/2021
Remove
Vanguard Treasury Money Market Fund
was added by brian
6/23/2021
Remove
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
was added by brian
6/23/2021
Remove
Vanguard Equity-Income Fund Admiral Shares
VEIRX
was added by brian
6/23/2021
Remove
Great-West T. Rowe Price Mid Cap Growth Fund Initial Class
MXMGX
was added by brian
6/23/2021
Remove
Touchstone Mid Cap Value Opportunities Fund Institutional
TMOIX
was added by brian
6/23/2021
Remove
Boston Partners Small Cap Value Fund II Institutional Class
BPSIX
was added by brian
6/23/2021
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by brian
6/23/2021
Remove
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
was added by brian
6/23/2021
Remove
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by brian
6/23/2021
Remove
PIMCO Total Return Fund Administrative Class
PTRAX
was added by brian
6/23/2021
Remove
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was added by brian
6/23/2021
Remove
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was added by brian
6/23/2021
Remove
Oppenheimer Gold & Special Minerals Fund Class I
OGMIX
was added by brian
6/23/2021
Remove
Vanguard REIT Index Fund Admiral Shares
VGSLX
was added by brian
6/23/2021
Remove
Fidelity Contrafund K6
FLCNX
was added by brian
6/23/2021
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by brian
6/23/2021
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by brian
6/23/2021
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by brian
6/23/2021
Remove
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund
VSXFX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares
VITLX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
VIRSX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares
VITFX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
VTTWX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
VRIVX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
VITWX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
was added by brian
6/23/2021
Remove
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
was added by brian
6/23/2021
Remove
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
was removed by brian
6/23/2021
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
was removed by brian
6/23/2021
Vanguard Total World Stock Index Investor Shares
VTWSX
was removed by brian
6/23/2021
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
was removed by brian
6/23/2021
Vanguard Treasury Money Market Fund
was removed by brian
6/23/2021
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was removed by brian
6/23/2021
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was removed by brian
6/23/2021
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was removed by brian
6/23/2021
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
was removed by brian
6/23/2021
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was removed by brian
6/23/2021
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was removed by brian
6/23/2021
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was removed by brian
6/23/2021
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was removed by brian
6/23/2021
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was removed by brian
6/23/2021
Vanguard 500 Index Fund Investor Class
VFINX
was removed by brian
6/23/2021
PIMCO Total Return Fund Administrative Class
PTRAX
was removed by brian
6/23/2021
Remove
Oppenheimer Gold & Special Minerals Fund Class A
OPGSX
was removed by brian
6/23/2021
Fidelity Contrafund Fund
FCNTX
was removed by brian
6/23/2021
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was removed by brian
6/23/2021
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was removed by brian
6/23/2021
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
was removed by brian
6/23/2021
Vanguard REIT Index Fund Investor Shares
VGSIX
was removed by brian
6/23/2021
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
was removed by brian
6/23/2021
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
was removed by brian
6/23/2021
Vanguard Emerging Markets Stock Index Fund Investor Shares
VEIEX
was removed by brian
6/23/2021
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
was added by Kivalia
10/14/2013
Vanguard REIT Index Fund Investor Shares
VGSIX
was added by Kivalia
10/14/2013
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
was added by Kivalia
10/14/2013
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
was added by Kivalia
10/14/2013
Vanguard Emerging Markets Stock Index Fund Investor Shares
VEIEX
was added by Kivalia
10/14/2013
Vanguard 500 Index Fund Investor Class
VFINX
was added by Kivalia
10/14/2013
Oppenheimer Gold & Special Minerals Fund Class A
OPGSX
was added by Kivalia
10/14/2013
Fidelity Contrafund Fund
FCNTX
was added by Kivalia
10/14/2013
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by Kivalia
10/14/2013
PIMCO Total Return Fund Administrative Class
PTRAX
was added by Kivalia
10/14/2013
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was added by Kivalia
10/14/2013
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
was added by Kivalia
10/14/2013
Vanguard Total World Stock Index Investor Shares
VTWSX
was added by Kivalia
10/14/2013
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
was added by Kivalia
10/14/2013
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
was added by Kivalia
10/14/2013
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
was added by Kivalia
10/14/2013
Vanguard Treasury Money Market Fund
was added by Kivalia
10/14/2013
Remove
Plan Transactions
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