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Audatex Holdings, Inc. Retirement Savings Plan
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Plan Information
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Plan was created by
bmurphy on 10/18/2018
.
Number of Followers:
5
COMMENTS
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bmurphy
10/18/2018 12:03:08 PM
Proxying Schwab Target Retirement Commingled Funds with similar mutual funds. Plan is exactly correct as of 10/18/18.
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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
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
was added by bmurphy
10/18/2018
Remove
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
was added by bmurphy
10/18/2018
Remove
Dreyfus Mid Cap Index Fund Investor Shares
PESPX
was added by bmurphy
10/18/2018
Remove
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
was added by bmurphy
10/18/2018
Remove
DFA Emerging Markets Portfolio Institutional Class
DFEMX
was added by bmurphy
10/18/2018
Remove
DFA Large Cap International Portfolio Institutional Class
DFALX
was added by bmurphy
10/18/2018
Remove
Dodge & Cox International Stock Fund
DODFX
was added by bmurphy
10/18/2018
Remove
Vanguard International Growth Fund Admiral Shares
VWILX
was added by bmurphy
10/18/2018
Remove
Dodge & Cox Income Fund
DODIX
was added by bmurphy
10/18/2018
Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
VTAPX
was added by bmurphy
10/18/2018
Remove
Morley Stable Value
was added by bmurphy
10/18/2018
Remove
Schwab Target 2015 Fund
SWGRX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2020 Fund
SWCRX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2025 Fund
SWHRX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2030 Fund
SWDRX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2035 Fund
SWIRX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2040 Fund
SWERX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2045 Fund
SWMRX
was added by bmurphy
10/18/2018
Remove
Schwab Target 2050 Fund
SWNRX
was added by bmurphy
10/18/2018
Remove
Schwab Target Retirement Income Fund
was added by bmurphy
10/18/2018
Remove
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was added by bmurphy
10/18/2018
Remove
Harbor Capital Appreciation Fund Investor Class
HCAIX
was added by bmurphy
10/18/2018
Remove
Schwab S&P 500 Index Fund
SWPPX
was added by bmurphy
10/18/2018
Remove
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