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401k, 403b plan

Amerisourcebergen Employee Investment Plan

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Plan was created by sat_1031 on 9/19/2013.
Number of Followers: 6


COMMENTS plan comments help
comment plan brian 6/17/2020 11:46:42 AM
Plan is updated with options shown in 2019 11-K. Missing one asset - Virtus KAR Small-Cap Growth Fund Class R6 (VRSGX). All other options correct.

comment plan brian 7/3/2021 3:54:06 PM
Plan is correct based on 2019 form 5500 filing. Still Missing VRSGX.

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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 
Fidelity Managed Income Portfolio II - Class IIwas added by brian6/17/2020Remove
AmerisourceBergen Corp.ABCwas added by brian6/17/2020Remove
Western Asset Core Plus Bond Fund Class ISWAPSXwas added by brian6/17/2020Remove
JPMorgan Equity Income Fund Class R6OIEJXwas added by brian6/17/2020Remove
Fidelity U.S. Bond IndexFXNAXwas added by brian6/17/2020Remove
Fidelity Freedom 2060 Fund Class KFNSFXwas added by brian6/17/2020Remove
Fidelity Growth Company Fund Class KFGCKXwas added by brian6/17/2020Remove
Invesco Diversified Dividend Fund Class R6LCEFXwas removed by brian6/17/2020
Voya SmallCap Opportunities Fund Class R6ISOZXwas removed by brian6/17/2020
AmerisourceBergen Corp.ABCwas removed by brad_owen5/29/2018Remove
AllianzGI NFJ Dividend Value Fund Institutional ClassNFJEXwas removed by brad_owen5/29/2018
Fidelity Growth Company Fund Class KFGCKXwas removed by brad_owen5/29/2018Remove
Columbia Mid Cap Index Fund Class ZNMPAXwas removed by brad_owen5/29/2018
Fidelity Low-Priced Stock FundFLPSXwas removed by brad_owen5/29/2018
JPMorgan U.S. Equity Fund Institutional ClassJMUEXwas removed by brad_owen5/29/2018
Fidelity Managed Income Portfolio II - Class IIwas removed by brad_owen5/29/2018Remove
Columbia Small Cap Index Fund Class ZNMSCXwas removed by brad_owen5/29/2018
Voya SmallCap Opportunities Fund Class INSPIXwas removed by brad_owen5/29/2018
American Funds EuroPacific Growth Fund Class R-5RERFXwas removed by brad_owen5/29/2018
Victory Munder Mid-Cap Core Growth Fund Class YMGOYXwas removed by brad_owen5/29/2018
Fidelity U.S. Bond Index Fund Premium ClassFSITXwas removed by brad_owen5/29/2018
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by brad_owen5/29/2018
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brad_owen5/29/2018Remove
Voya SmallCap Opportunities Fund Class R6ISOZXwas added by brad_owen5/29/2018
Victory Sycamore Small Company Opportunity Fund Class IVSOIXwas added by brad_owen5/29/2018Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by brad_owen5/29/2018Remove
Wells Fargo Special Mid Cap Value Fund - Class R6WFPRXwas added by brad_owen5/29/2018Remove
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by brad_owen5/29/2018Remove
Janus Enterprise Fund Class NJDMNXwas added by brad_owen5/29/2018Remove
JPMorgan U.S. Equity Fund Class R6JUEMXwas added by brad_owen5/29/2018Remove
Invesco Diversified Dividend Fund Class R6LCEFXwas added by brad_owen5/29/2018
Fidelity U.S. Bond Index Fund Premium ClassFSITXwas added by sat_10319/19/2013
PIMCO Total Return Fund Institutional ClassPTTRXwas added by sat_10319/19/2013
Fidelity Freedom K Income FundFFKAXwas added by sat_10319/19/2013
Fidelity Freedom K 2055 FundFDENXwas added by sat_10319/19/2013
Fidelity Freedom K 2050 FundFFKHXwas added by sat_10319/19/2013
Fidelity Freedom K 2045 FundFFKGXwas added by sat_10319/19/2013
Fidelity Freedom K 2040 FundFFKFXwas added by sat_10319/19/2013
Fidelity Freedom K 2035 FundFKTHXwas added by sat_10319/19/2013
Fidelity Freedom K 2030 FundFFKEXwas added by sat_10319/19/2013
Fidelity Freedom K 2025 FundFKTWXwas added by sat_10319/19/2013
Fidelity Freedom K 2020 FundFFKDXwas added by sat_10319/19/2013
Fidelity Freedom K 2015 FundFKVFXwas added by sat_10319/19/2013
Fidelity Freedom K 2010 FundFFKCXwas added by sat_10319/19/2013
Fidelity Freedom K 2005 FundFFKVXwas added by sat_10319/19/2013
Fidelity Global ex U.S. Index Fund Premium ClassFSGDXwas added by sat_10319/19/2013
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by sat_10319/19/2013
Voya SmallCap Opportunities Fund Class INSPIXwas added by sat_10319/19/2013
Columbia Small Cap Index Fund Class ZNMSCXwas added by sat_10319/19/2013
Victory Munder Mid-Cap Core Growth Fund Class YMGOYXwas added by sat_10319/19/2013
Fidelity Freedom K 2000FFKBXwas added by sat_10319/19/2013
Columbia Mid Cap Index Fund Class ZNMPAXwas added by sat_10319/19/2013
Fidelity Low-Priced Stock FundFLPSXwas added by sat_10319/19/2013
Fidelity 500 Index Fund Institutional ClassFXSIXwas added by sat_10319/19/2013
JPMorgan U.S. Equity Fund Institutional ClassJMUEXwas added by sat_10319/19/2013
Fidelity Growth Company Fund Class KFGCKXwas added by sat_10319/19/2013Remove
AllianzGI NFJ Dividend Value Fund Institutional ClassNFJEXwas added by sat_10319/19/2013
AmerisourceBergen Corp.ABCwas added by sat_10319/19/2013Remove
Fidelity Managed Income Portfolio II - Class IIwas added by sat_10319/19/2013Remove
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