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401k, 403b plan

Evercore Partners Services East, Llc Retirement Plan

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Plan was created by brian on 8/11/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 8/11/2021 10:16:56 AM
Plan is correct based on company's 2019 form 5500 filing. Missing Evercore Equity Fund & Fidelity Freedom 2065.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Fidelity 500 IndexFXAIXwas added by brian8/11/2021Remove
Fidelity Emerging Markets IndexFPADXwas added by brian8/11/2021Remove
Fidelity Small Cap IndexFSSNXwas added by brian8/11/2021Remove
Fidelity International IndexFSPSXwas added by brian8/11/2021Remove
Fidelity Extended Market IndexFSMAXwas added by brian8/11/2021Remove
Fidelity Freedom 2005 Fund Class KFSNJXwas added by brian8/11/2021Remove
Fidelity Freedom 2015 Fund Class KFSNLXwas added by brian8/11/2021Remove
Fidelity Freedom 2025 Fund Class KFSNPXwas added by brian8/11/2021Remove
Fidelity Freedom 2035 Fund Class KFSNUXwas added by brian8/11/2021Remove
Fidelity Freedom 2045 Fund Class KFSNZXwas added by brian8/11/2021Remove
Fidelity Freedom 2055 Fund Class KFNSDXwas added by brian8/11/2021Remove
Fidelity U.S. Bond IndexFXNAXwas added by brian8/11/2021Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by brian8/11/2021Remove
Northern Small Cap Value FundNOSGXwas added by brian8/11/2021Remove
Loomis Sayles Bond Fund Admin ClassLBFAXwas added by brian8/11/2021Remove
Victory Sophus Emerging Markets Fund Class YRSENXwas added by brian8/11/2021Remove
American Century Inflation Adjusted Bond Fund Investor ClassACITXwas added by brian8/11/2021Remove
MFS Value Fund Class R3MEIHXwas added by brian8/11/2021Remove
Conestoga Small Cap Fund Investors ClassCCASXwas added by brian8/11/2021Remove
Vanguard Dividend Appreciation Index Fund Investor SharesVDAIXwas added by brian8/11/2021Remove
Fidelity Contrafund Fund Class KFCNKXwas added by brian8/11/2021Remove
Fidelity Government Money Market Fundwas added by brian8/11/2021Remove
Fidelity Capital & Income FundFAGIXwas added by brian8/11/2021Remove
Fidelity Leveraged Company Stock Fund Class KFLCKXwas added by brian8/11/2021Remove
Fidelity Balanced Fund Class KFBAKXwas added by brian8/11/2021Remove
Fidelity International Discovery Fund Class KFIDKXwas added by brian8/11/2021Remove
Fidelity Capital Appreciation Fund Class KFCAKXwas added by brian8/11/2021Remove
Fidelity Freedom Income Class KFNSHXwas added by brian8/11/2021Remove
Fidelity Freedom 2030 Fund Class KFSNQXwas added by brian8/11/2021Remove
Fidelity Freedom 2040 Fund Class KFSNVXwas added by brian8/11/2021Remove
Fidelity Freedom 2050 Fund Class KFNSBXwas added by brian8/11/2021Remove
Fidelity Freedom 2060 Fund Class KFNSFXwas added by brian8/11/2021Remove
Fidelity Freedom 2020 Fund Class KFSNOXwas added by brian8/11/2021Remove
Fidelity Freedom 2010 Fund Class KFSNKXwas added by brian8/11/2021Remove
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Plan Transactions

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