Addepar 401(k) Plan

COMMENTS help
	brian 6/26/2021 7:58:39 PM Plan is correct based on the company's 2019 form 5500 filing. Proxying some funds with other classes of the same fund. Add Comment To add a new comment Log In or Sign Up

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   Fidelity U.S. Bond Index FXNAX was added by brian 6/26/2021 Remove Fidelity U.S. Bond Index Fund Institutional Class FXSTX was removed by brian 6/26/2021 Fidelity Mid Cap Index Fund Institutional Class FSTPX was removed by brian 6/26/2021 Fidelity Mid Cap Index FSMDX was added by brian 6/26/2021 Remove Fidelity Government Money Market K6 Fund was added by brian 6/26/2021 Remove DFA Emerging Markets Small Cap Portfolio Institutional Class DEMSX was added by brian 6/26/2021 Remove Fidelity U.S. Bond Index Fund Institutional Class FXSTX was added by brian 6/26/2021 Fidelity 500 Index FXAIX was added by brian 6/26/2021 Remove Fidelity Mid Cap Index Fund Institutional Class FSTPX was added by brian 6/26/2021 Fidelity Real Estate Index FSRNX was added by brian 6/26/2021 Remove Fidelity Small Cap Index FSSNX was added by brian 6/26/2021 Remove Fidelity International Index FSPSX was added by brian 6/26/2021 Remove Calvert Bond Portfolio Class I CBDIX was added by brian 6/26/2021 Remove Hartford Small Cap Growth Fund Class Y HSLYX was added by brian 6/26/2021 Remove MFS Mid Cap Value Fund Class R6 MVCKX was added by brian 6/26/2021 Remove Janus Henderson Enterprise Fund Class N was added by brian 6/26/2021 Remove American Funds AMCAP Fund Class R-6 RAFGX was added by brian 6/26/2021 Remove American Funds Capital World Bond Fund Class R-6 RCWGX was added by brian 6/26/2021 Remove JPMorgan Equity Income Fund Class R6 OIEJX was added by brian 6/26/2021 Remove American Funds 2060 Target Date Retirement Fund Class R-6 RFUTX was added by brian 6/26/2021 Remove PGIM Global Total Return Fund Class R6 was added by brian 6/26/2021 Remove DFA Emerging Markets Social Core Portfolio DFESX was added by brian 6/26/2021 Remove DFA U.S. Core Equity II Portfolio Institutional Class DFQTX was added by brian 6/26/2021 Remove Vanguard FTSE Social Index Fund Institutional Shares VFTNX was added by brian 6/26/2021 Remove American Funds 2030 Target Date Retirement Fund Class R-6 RFETX was added by brian 6/26/2021 Remove American Funds 2040 Target Date Retirement Fund Class R-6 RFGTX was added by brian 6/26/2021 Remove American Funds 2050 Target Date Retirement Fund Class R-6 RFITX was added by brian 6/26/2021 Remove American Funds 2025 Target Date Retirement Fund Class R-6 RFDTX was added by brian 6/26/2021 Remove American Funds 2035 Target Date Retirement Fund Class R-6 RFFTX was added by brian 6/26/2021 Remove American Funds 2045 Target Date Retirement Fund Class R-6 RFHTX was added by brian 6/26/2021 Remove Dodge & Cox Income Fund DODIX was added by brian 6/26/2021 Remove Wells Fargo Core Bond Fund - Class R6 WTRIX was added by brian 6/26/2021 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by brian 6/26/2021 Remove American Funds 2055 Target Date Retirement Fund Class R-6 RFKTX was added by brian 6/26/2021 Remove

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