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401k, 403b plan

Burk-Kleinpeter, Inc. 401K Plan

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Plan was created by Deleted User on 9/15/2015.
Number of Followers: 0


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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
T. Rowe Price Retirement Balanced FundTRRIXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2045 FundTRRKXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2055 FundTRRNXwas removed by Deleted User3/13/2018
Virtus Foreign Opportunities Fund Class IJVXIXwas removed by Deleted User3/13/2018
Janus Triton Fund Class NJGMNXwas removed by Deleted User3/13/2018
Victory Integrity Small-Cap Value Fund Class R6MVSSXwas removed by Deleted User3/13/2018
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas removed by Deleted User3/13/2018
BlackRock S&P 500 Index Fund Institutional SharesBSPIXwas removed by Deleted User3/13/2018
Invesco American Value Fund Class R6MSAFXwas removed by Deleted User3/13/2018
Principal MidCap Fund Institutional ClassPCBIXwas removed by Deleted User3/13/2018
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas removed by Deleted User3/13/2018
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by Deleted User3/13/2018
Columbia Contrarian Core Fund Class YCOFYXwas removed by Deleted User3/13/2018
JPMorgan Diversified Fund Select ClassJDVSXwas removed by Deleted User3/13/2018
MFS Growth Fund Class R6MFEKXwas removed by Deleted User3/13/2018
American Funds The Income Fund of America Class R-6RIDGXwas removed by Deleted User3/13/2018
MFS Value Fund Class R6MEIKXwas removed by Deleted User3/13/2018
American Century Government Bond Fund Institutional ClassABTIXwas removed by Deleted User3/13/2018
BlackRock Inflation Protected Bond Fund Class KBPLBXwas removed by Deleted User3/13/2018
Fidelity Advisor Investment Grade Bond Fund Class IFGBPXwas removed by Deleted User3/13/2018
Ivy High Income Fund Class IIVHIXwas removed by Deleted User3/13/2018
Legg Mason BW Global Opportunities Bond Fund Class ISGOBSXwas removed by Deleted User3/13/2018
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2005 FundTRRFXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2010 FundTRRAXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2015 FundTRRGXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2020 FundTRRBXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2025 FundTRRHXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2030 FundTRRCXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2035 FundTRRJXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2040 FundTRRDXwas removed by Deleted User3/13/2018
Federated International Leaders Fund Institutional ClassFGFLXwas removed by Deleted User3/13/2018
T. Rowe Price Retirement 2050 FundTRRMXwas removed by Deleted User3/13/2018
Federated International Leaders Fund Institutional ClassFGFLXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2040 FundTRRDXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2035 FundTRRJXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2030 FundTRRCXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2025 FundTRRHXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2020 FundTRRBXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2015 FundTRRGXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2010 FundTRRAXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2005 FundTRRFXwas added by Deleted User9/15/2015
PIMCO Total Return Fund Institutional ClassPTTRXwas added by Deleted User9/15/2015
Legg Mason BW Global Opportunities Bond Fund Class ISGOBSXwas added by Deleted User9/15/2015
Ivy High Income Fund Class IIVHIXwas added by Deleted User9/15/2015
Fidelity Advisor Investment Grade Bond Fund Class IFGBPXwas added by Deleted User9/15/2015
BlackRock Inflation Protected Bond Fund Class KBPLBXwas added by Deleted User9/15/2015
American Century Government Bond Fund Institutional ClassABTIXwas added by Deleted User9/15/2015
American Funds The Income Fund of America Class R-6RIDGXwas added by Deleted User9/15/2015
MFS Value Fund Class R6MEIKXwas added by Deleted User9/15/2015
MFS Growth Fund Class R6MFEKXwas added by Deleted User9/15/2015
Columbia Contrarian Core Fund Class YCOFYXwas added by Deleted User9/15/2015
JPMorgan Diversified Fund Select ClassJDVSXwas added by Deleted User9/15/2015
BlackRock S&P 500 Index Fund Institutional SharesBSPIXwas added by Deleted User9/15/2015
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by Deleted User9/15/2015
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas added by Deleted User9/15/2015
Principal MidCap Fund Institutional ClassPCBIXwas added by Deleted User9/15/2015
Invesco American Value Fund Class R6MSAFXwas added by Deleted User9/15/2015
Janus Triton Fund Class NJGMNXwas added by Deleted User9/15/2015
Victory Integrity Small-Cap Value Fund Class R6MVSSXwas added by Deleted User9/15/2015
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by Deleted User9/15/2015
Virtus Foreign Opportunities Fund Class IJVXIXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2055 FundTRRNXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2050 FundTRRMXwas added by Deleted User9/15/2015
T. Rowe Price Retirement 2045 FundTRRKXwas added by Deleted User9/15/2015
T. Rowe Price Retirement Balanced FundTRRIXwas added by Deleted User9/15/2015
US Cash / Money MarketUSCASHwas added by Deleted User9/15/2015Remove
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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