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401(k) Guidance
Management Services
Information Systems Audit And Control Association (Isaca) 401(K) Retirement
Portfolios
Funds Ratings
Plan Information
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Plan was created by
Someone on 6/22/2014
.
Number of Followers:
1
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
Conestoga Small Cap Institutional
ccalx
was added by Someone
8/6/2020
Remove
Principal MidCap S&P 400 Index Fund R-1 Class
PMSSX
was added by Someone
8/6/2020
Remove
Principal International Equity Index Fund R-1 Class
PILIX
was added by Someone
8/6/2020
Remove
Prudential Global Real Estate Fund Class R
PURRX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2060 Fund
TRRLX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2055 Fund
TRRNX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2050 Fund
TRRMX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2045 Fund
TRRKX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2040 Fund
TRRDX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2035 Fund
TRRJX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2030 Fund
TRRCX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2025 Fund
TRRHX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2020 Fund
TRRBX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2015 Fund
TRRGX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2010 Fund
TRRAX
was added by Someone
5/29/2018
Remove
T. Rowe Price Retirement 2005 Fund
TRRFX
was added by Someone
5/29/2018
Remove
T. Rowe Price Balanced Fund
RPBAX
was added by Someone
5/29/2018
Remove
T. Rowe Price Blue Chip Growth Fund
TRBCX
was added by Someone
5/29/2018
Remove
Conestoga Small Cap Fund Investors Class
CCASX
was added by Someone
5/29/2018
Remove
Prudential Global Real Estate Fund Class R
PURRX
was removed by Someone
5/29/2018
Remove
JPMorgan Large Cap Growth Fund Class R2
JLGZX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2015 Fund Class R
RRTMX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2005 Fund Class R
RRTLX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2025 Fund Class R
RRTNX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2035 Fund Class R
RRTPX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2030 Fund Class R
RRTCX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
was removed by Someone
5/29/2018
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
was removed by Someone
5/29/2018
T. Rowe Price Real Estate Adv
PAREX
was removed by Someone
5/29/2018
PIMCO Total Return Fund Class R
PTRRX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-4 Class
PMFSX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund Class J
PMFJX
was added by Someone
10/10/2016
Remove
Principal SmallCap S&P 600 Index Fund R-2 Class
PSSNX
was removed by Someone
10/10/2016
Principal SmallCap S&P 600 Index Fund Class J
PSSJX
was added by Someone
10/10/2016
Remove
Principal SmallCap S&P 600 Index Fund Institutional Class
PSSIX
was removed by Someone
10/10/2016
Principal SmallCap S&P 600 Index Fund Institutional Class
PSSIX
was added by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-1 Class
PMSSX
was removed by Someone
10/10/2016
Remove
Principal MidCap S&P 400 Index Fund R-4 Class
PMFSX
was added by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-5 Class
PMFPX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-5 Class
PMFPX
was added by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-4 Class
PMFSX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-4 Class
PMFSX
was added by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-3 Class
PMFMX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-3 Class
PMFMX
was added by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-2 Class
PMFNX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund R-2 Class
PMFNX
was added by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund Institutional Class
MPSIX
was removed by Someone
10/10/2016
Principal MidCap S&P 400 Index Fund Institutional Class
MPSIX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-2 Class
PLFNX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-2 Class
PLFNX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Class J
PSPJX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Class J
PSPJX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Class J
PSPJX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Class J
PSPJX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-5 Class
PLFPX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-5 Class
PLFPX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-4 Class
PLFSX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-4 Class
PLFSX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-3 Class
PLFMX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-3 Class
PLFMX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Class C
PLICX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Class C
PLICX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-2 Class
PLFNX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-2 Class
PLFNX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Institutional Class
PLFIX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund Institutional Class
PLFIX
was added by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-1 Class
PLPIX
was removed by Someone
10/10/2016
Principal LargeCap S&P 500 Index Fund R-1 Class
PLPIX
was added by Someone
10/10/2016
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2035 Fund Class R
RRTPX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2030 Fund Class R
RRTCX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2025 Fund Class R
RRTNX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2015 Fund Class R
RRTMX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
was added by Someone
8/30/2016
T. Rowe Price Retirement 2005 Fund Class R
RRTLX
was added by Someone
8/30/2016
T. Rowe Price Real Estate Adv
PAREX
was added by Someone
8/30/2016
Principal SmallCap S&P 600 Index Fund R-2 Class
PSSNX
was added by Someone
8/30/2016
Principal MidCap S&P 400 Index Fund R-1 Class
PMSSX
was added by Someone
8/30/2016
Remove
Principal LargeCap S&P 500 Index Fund Class A
PLSAX
was added by Someone
8/30/2016
Remove
Nuveen Small Cap Value Fund Class A
FSCAX
was added by Someone
8/30/2016
Remove
Lazard International Strategic Equity Portfolio Open Shares
LISOX
was added by Someone
8/30/2016
Remove
Janus Enterprise Fund Class I
JMGRX
was added by Someone
8/30/2016
Remove
The Hartford Equity Income Fund Class R4
HQISX
was added by Someone
8/30/2016
Remove
Hartford Equity Growth Allocation R4
HAASX
was added by Someone
8/30/2016
Remove
Fidelity Advisor Limited Term Bond Fund Class T
FTBRX
was added by Someone
8/30/2016
Remove
PIMCO Total Return Fund Class R
PTRRX
was added by Someone
8/30/2016
PIMCO CommodityRealReturn Strategy Fund Class R
PCSRX
was removed by Someone
8/30/2016
ClearBridge Appreciation Fund Class R
LMPPX
was removed by Someone
8/30/2016
Delaware Small Cap Value Fund Class R
DVLRX
was removed by Someone
8/30/2016
Eagle Small Cap Growth Fund Class R3
HSRRX
was removed by Someone
8/30/2016
Voya MidCap Opportunities Fund Class A
NMCAX
was removed by Someone
8/30/2016
PIMCO All Asset Fund Class R
PATRX
was removed by Someone
8/30/2016
Templeton Global Bond Fund Class R
FGBRX
was removed by Someone
8/30/2016
PIMCO Real Return Fund Class R
PRRRX
was removed by Someone
8/30/2016
Calvert Bond Portfolio Class C
CSBCX
was removed by Someone
8/30/2016
PIMCO Low Duration Fund Class R
PLDRX
was removed by Someone
8/30/2016
Calvert Equity Portfolio Class C
CSECX
was removed by Someone
8/30/2016
Calamos Market Neutral Income Fund Class R
CVSRX
was removed by Someone
8/30/2016
Russell LifePoints 2020 Strategy R3
RLLDX
was removed by Someone
8/30/2016
Russell LifePoints 2025 Strategy R3
RPLDX
was removed by Someone
8/30/2016
Russell LifePoints In Retirement R3
RZLDX
was removed by Someone
8/30/2016
Russell LifePoints 2030 Strategy R3
RRLDX
was removed by Someone
8/30/2016
Russell LifePoints 2035 Strategy R3
RVLDX
was removed by Someone
8/30/2016
Russell LifePoints 2045 Strategy R3
RWLDX
was removed by Someone
8/30/2016
Russell LifePoints 2040 Strategy R3
RXLDX
was removed by Someone
8/30/2016
Russell LifePoints 2050 Strategy R3
RYLYX
was removed by Someone
8/30/2016
Russell LifePoints 2055 Strategy R3
RQLDX
was removed by Someone
8/30/2016
Calvert Equity Portfolio Class C
CSECX
was added by Someone
8/30/2015
Calvert Equity Portfolio Class C
CSECX
was removed by Someone
8/30/2015
Calvert Equity Portfolio Class C
CSECX
was added by Someone
8/30/2015
Dodge & Cox Income Fund
DODIX
was added by Someone
8/30/2015
Remove
PIMCO Total Return Fund Class R
PTRRX
was removed by Someone
8/30/2015
Russell LifePoints 2015 Strategy R3
RKLDX
was removed by Someone
8/30/2015
Calvert Equity Portfolio Class C
CSECX
was removed by Someone
8/30/2015
Prudential Global Real Estate Fund Class R
PURRX
was added by Someone
6/22/2014
Remove
Calamos Market Neutral Income Fund Class R
CVSRX
was added by Someone
6/22/2014
PIMCO CommodityRealReturn Strategy Fund Class R
PCSRX
was added by Someone
6/22/2014
JPMorgan Large Cap Growth Fund Class R2
JLGZX
was added by Someone
6/22/2014
ClearBridge Appreciation Fund Class R
LMPPX
was added by Someone
6/22/2014
American Century Mid Cap Value Fund R Class
AMVRX
was added by Someone
6/22/2014
Remove
Delaware Small Cap Value Fund Class R
DVLRX
was added by Someone
6/22/2014
Eagle Small Cap Growth Fund Class R3
HSRRX
was added by Someone
6/22/2014
Voya MidCap Opportunities Fund Class A
NMCAX
was added by Someone
6/22/2014
American Funds EuroPacific Growth Fund Class R-3
RERCX
was added by Someone
6/22/2014
Remove
Oppenheimer Developing Markets Fund Class R
ODVNX
was added by Someone
6/22/2014
Remove
Russell LifePoints 2030 Strategy R3
RRLDX
was added by Someone
6/22/2014
Russell LifePoints 2035 Strategy R3
RVLDX
was added by Someone
6/22/2014
Russell LifePoints 2040 Strategy R3
RXLDX
was added by Someone
6/22/2014
Russell LifePoints 2045 Strategy R3
RWLDX
was added by Someone
6/22/2014
Russell LifePoints 2050 Strategy R3
RYLYX
was added by Someone
6/22/2014
Russell LifePoints 2055 Strategy R3
RQLDX
was added by Someone
6/22/2014
Calvert Equity Portfolio Class C
CSECX
was added by Someone
6/22/2014
American Funds Washington Mutual Investors Fund Class R-3
RWMCX
was added by Someone
6/22/2014
Remove
American Funds American Balanced Fund Class R-3
RLBCX
was added by Someone
6/22/2014
Remove
PIMCO All Asset Fund Class R
PATRX
was added by Someone
6/22/2014
Russell LifePoints In Retirement R3
RZLDX
was added by Someone
6/22/2014
Russell LifePoints 2015 Strategy R3
RKLDX
was added by Someone
6/22/2014
Russell LifePoints 2020 Strategy R3
RLLDX
was added by Someone
6/22/2014
Russell LifePoints 2025 Strategy R3
RPLDX
was added by Someone
6/22/2014
PIMCO Low Duration Fund Class R
PLDRX
was added by Someone
6/22/2014
Calvert Bond Portfolio Class C
CSBCX
was added by Someone
6/22/2014
PIMCO Real Return Fund Class R
PRRRX
was added by Someone
6/22/2014
PIMCO Total Return Fund Class R
PTRRX
was added by Someone
6/22/2014
Templeton Global Bond Fund Class R
FGBRX
was added by Someone
6/22/2014
Plan Transactions
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