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401k, 403b plan

Audatex Holdings, Inc. Retirement Savings Plan

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Plan was created by bmurphy on 10/18/2018.
Number of Followers: 4


COMMENTS plan comments help
comment plan 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 investment options help
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NameTickerActionDate 
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by bmurphy10/18/2018Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by bmurphy10/18/2018Remove
Dreyfus Mid Cap Index Fund Investor SharesPESPXwas added by bmurphy10/18/2018Remove
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas added by bmurphy10/18/2018Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by bmurphy10/18/2018Remove
DFA Large Cap International Portfolio Institutional ClassDFALXwas added by bmurphy10/18/2018Remove
Dodge & Cox International Stock FundDODFXwas added by bmurphy10/18/2018Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by bmurphy10/18/2018Remove
Dodge & Cox Income FundDODIXwas added by bmurphy10/18/2018Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXwas added by bmurphy10/18/2018Remove
Morley Stable Valuewas added by bmurphy10/18/2018Remove
Schwab Target 2015 FundSWGRXwas added by bmurphy10/18/2018Remove
Schwab Target 2020 FundSWCRXwas added by bmurphy10/18/2018Remove
Schwab Target 2025 FundSWHRXwas added by bmurphy10/18/2018Remove
Schwab Target 2030 FundSWDRXwas added by bmurphy10/18/2018Remove
Schwab Target 2035 FundSWIRXwas added by bmurphy10/18/2018Remove
Schwab Target 2040 FundSWERXwas added by bmurphy10/18/2018Remove
Schwab Target 2045 FundSWMRXwas added by bmurphy10/18/2018Remove
Schwab Target 2050 FundSWNRXwas added by bmurphy10/18/2018Remove
Schwab Target Retirement Income Fundwas added by bmurphy10/18/2018Remove
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by bmurphy10/18/2018Remove
Harbor Capital Appreciation Fund Investor ClassHCAIXwas added by bmurphy10/18/2018Remove
Schwab S&P 500 Index FundSWPPXwas added by bmurphy10/18/2018Remove
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Plan Transactions

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