Log In
/
Sign Up
401(k) Guidance
Management Services
Spredfast Savings 401(K) Plan
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
Plan was created by
amw411 on 3/8/2015
.
Number of Followers:
4
COMMENTS
help
amw411
3/8/2015 2:12:52 PM
Missing funds: SSgA Cash Series U.S. Government Fund - Class L AB High Income Fund - Class Z AB Discovery Growth Fund - Class Z Omitted funds: JPMorgan Smart Retirement Blend 2015 Fund - Class R6 JPMorgan Smart Retirement Blend 2020 Fund - Class R6 JPMorgan Smart Retirement Blend 2025 Fund - Class R6 JPMorgan Smart Retirement Blend 2030 Fund - Class R6 JPMorgan Smart Retirement Blend 2035 Fund - Class R6 JPMorgan Smart Retirement Blend 2040 Fund - Class R6 JPMorgan Smart Retirement Blend 2050 Fund - Class R6 JPMorgan Smart Retirement Blend 2055 Fund - Class R6
amw411
3/8/2015 2:31:30 PM
Got the below added: JPMorgan Smart Retirement Blend 2015 Fund - Class R6 JPMorgan Smart Retirement Blend 2020 Fund - Class R6 JPMorgan Smart Retirement Blend 2025 Fund - Class R6 JPMorgan Smart Retirement Blend 2030 Fund - Class R6 JPMorgan Smart Retirement Blend 2035 Fund - Class R6 JPMorgan Smart Retirement Blend 2040 Fund - Class R6 JPMorgan Smart Retirement Blend 2050 Fund - Class R6 JPMorgan Smart Retirement Blend 2055 Fund - Class R6
bmurphy
1/30/2018 10:07:16 AM
The following assets are proxies that should be replaced when actual funds added to database: APGYX (for APGZX) and AGDIX (for AGDZX).
Add Comment
To add a new comment
Log In or Sign Up
Plan Comments
Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.
TRANSACTIONS
help
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
Oppenheimer International Growth Fund Class I
OIGIX
was removed by amw411
7/23/2018
Franklin Small Cap Growth Fund Class R6
FSMLX
was removed by amw411
7/23/2018
ClearBridge Aggressive Growth Fund Class IS
LSIFX
was removed by amw411
7/23/2018
John Hancock Funds Disciplined Value Fund Class R6
JDVWX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2045 Fund Class R6
JMYAX
was removed by amw411
7/23/2018
Goldman Sachs Strategic Income Fund Institutional Shares
GSZIX
was removed by amw411
7/23/2018
Prudential Total Return Bond Fund Class Q
PTRQX
was removed by amw411
7/23/2018
Prudential Short-Term Corporate Bond Class Q
PSTQX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2035 Fund Class R6
JPYRX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2030 Fund Class R6
JRBYX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2025 Fund Class R6
JBYSX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2020 Fund Class R6
JSYRX
was removed by amw411
7/23/2018
Oppenheimer Developing Markets Fund Class I
ODVIX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2040 Fund Class R6
JOBYX
was removed by amw411
7/23/2018
DFA Inflation-Protected Securities Portfolio Institutional Class
DIPSX
was added by amw411
7/23/2018
Remove
DFA Intermediate Government Fixed Income Portfolio Institutional Class
DFIGX
was added by amw411
7/23/2018
Remove
DFA Investment Grade Portfolio Institutional Class Shares
DFAPX
was added by amw411
7/23/2018
Remove
Allnce High Inc Shs -Z-
AGDZX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index Income Fund Investor Class
FIKFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2055 Fund Investor Class
FDEWX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2050 Fund Investor Class
FIPFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2045 Fund Investor Class
FIOFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2040 Fund Investor Class
FBIFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2035 Fund Investor Class
FIHFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2030 Fund Investor Class
FXIFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2025 Fund Investor Class
FQIFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2020 Fund Investor Class
FPIFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2015 Fund Investor Class
FLIFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2010 Fund Investor Class
FKIFX
was added by amw411
7/23/2018
Remove
Fidelity Freedom Index 2005 Fund Investor Class
FJIFX
was added by amw411
7/23/2018
Remove
Vanguard Information Technology Index Fund Admiral Shares
VITAX
was added by amw411
7/23/2018
Remove
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
was added by amw411
7/23/2018
Remove
DFA Global Equity Portfolio Institutional Class
DGEIX
was added by amw411
7/23/2018
Remove
DFA Emerging Markets Portfolio Institutional Class
DFEMX
was added by amw411
7/23/2018
Remove
Vanguard Value Index Fund Admiral Shares
VVIAX
was added by amw411
7/23/2018
Remove
Vanguard Growth Index Fund Admiral Shares
VIGAX
was added by amw411
7/23/2018
Remove
JPMorgan SmartRetirement Blend 2050 Fund Class R6
JNYAX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend 2055 Fund Class R6
JTYBX
was removed by amw411
7/23/2018
Janus Balanced Fund Class N
JABNX
was removed by amw411
7/23/2018
JPMorgan SmartRetirement Blend Income Fund Class R6
JIYBX
was removed by amw411
7/23/2018
AB High Income Fund Class I
AGDIX
was removed by amw411
7/23/2018
Oppenheimer Discovery Mid Cap Growth Fund I
OEGIX
was removed by amw411
7/23/2018
AB Large Cap Growth Fund Advisor Class
APGYX
was removed by amw411
7/23/2018
US Cash / Money Market
USCASH
was removed by amw411
7/23/2018
US Cash / Money Market
USCASH
was added by amw411
1/29/2018
AB Large Cap Growth Fund Advisor Class
APGYX
was added by amw411
1/29/2018
AB High Income Fund Class I
AGDIX
was added by amw411
1/29/2018
SSgA U.S. Government Money Market Fund N Class
SSGXX
was removed by amw411
1/28/2018
JPMorgan SmartRetirement Blend 2015 Fund Class R6
JSBYX
was removed by amw411
1/28/2018
DFA Emerging Markets Portfolio Institutional Class
DFEMX
was removed by amw411
1/28/2018
Remove
DFA Large Cap International Portfolio Institutional Class
DFALX
was removed by amw411
1/28/2018
US Cash / Money Market
USCASH
was removed by amw411
1/28/2018
Oppenheimer Discovery Mid Cap Growth Fund I
OEGIX
was added by amw411
1/28/2018
JPMorgan SmartRetirement Blend Income Fund Class R6
JIYBX
was added by amw411
1/28/2018
Ivy Asset Strategy Fund Class I
IVAEX
was removed by amw411
4/6/2016
SSgA U.S. Government Money Market Fund N Class
SSGXX
was added by amw411
4/6/2016
Janus Balanced Fund Class N
JABNX
was added by amw411
4/6/2016
JPMorgan SmartRetirement Blend 2055 Fund Class R6
JTYBX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2050 Fund Class R6
JNYAX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2040 Fund Class R6
JOBYX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2035 Fund Class R6
JPYRX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2030 Fund Class R6
JRBYX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2025 Fund Class R6
JBYSX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2020 Fund Class R6
JSYRX
was added by amw411
3/8/2015
JPMorgan SmartRetirement Blend 2015 Fund Class R6
JSBYX
was added by amw411
3/8/2015
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by amw411
3/8/2015
Remove
DFA Real Estate Securities Portfolio Institutional Class
DFREX
was added by amw411
3/8/2015
Remove
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by amw411
3/8/2015
DFA Emerging Markets Portfolio Institutional Class
DFEMX
was added by amw411
3/8/2015
Remove
Oppenheimer International Growth Fund Class I
OIGIX
was added by amw411
3/8/2015
DFA Large Cap International Portfolio Institutional Class
DFALX
was added by amw411
3/8/2015
Franklin Small Cap Growth Fund Class R6
FSMLX
was added by amw411
3/8/2015
ClearBridge Aggressive Growth Fund Class IS
LSIFX
was added by amw411
3/8/2015
DFA U.S. Large Company Portfolio
DFUSX
was added by amw411
3/8/2015
Remove
John Hancock Funds Disciplined Value Fund Class R6
JDVWX
was added by amw411
3/8/2015
Ivy Asset Strategy Fund Class I
IVAEX
was added by amw411
3/8/2015
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
was added by amw411
3/8/2015
Remove
JPMorgan SmartRetirement Blend 2045 Fund Class R6
JMYAX
was added by amw411
3/8/2015
Goldman Sachs Strategic Income Fund Institutional Shares
GSZIX
was added by amw411
3/8/2015
Prudential Total Return Bond Fund Class Q
PTRQX
was added by amw411
3/8/2015
Prudential Short-Term Corporate Bond Class Q
PSTQX
was added by amw411
3/8/2015
US Cash / Money Market
USCASH
was added by amw411
3/8/2015
Plan Transactions
This section details the different updates made to the plan over time, such as when new investment options become available, etc...
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Updating Plan and Portfolio Allocations...
Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page