Evercore Partners Services East, Llc Retirement Plan

COMMENTS help
	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. Add Comment To add a new comment Log In or Sign Up

TRANSACTIONS help

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   Fidelity 500 Index FXAIX was added by brian 8/11/2021 Remove Fidelity Emerging Markets Index FPADX was added by brian 8/11/2021 Remove Fidelity Small Cap Index FSSNX was added by brian 8/11/2021 Remove Fidelity International Index FSPSX was added by brian 8/11/2021 Remove Fidelity Extended Market Index FSMAX was added by brian 8/11/2021 Remove Fidelity Freedom 2005 Fund Class K FSNJX was added by brian 8/11/2021 Remove Fidelity Freedom 2015 Fund Class K FSNLX was added by brian 8/11/2021 Remove Fidelity Freedom 2025 Fund Class K FSNPX was added by brian 8/11/2021 Remove Fidelity Freedom 2035 Fund Class K FSNUX was added by brian 8/11/2021 Remove Fidelity Freedom 2045 Fund Class K FSNZX was added by brian 8/11/2021 Remove Fidelity Freedom 2055 Fund Class K FNSDX was added by brian 8/11/2021 Remove Fidelity U.S. Bond Index FXNAX was added by brian 8/11/2021 Remove PIMCO Total Return Fund Institutional Class PTTRX was added by brian 8/11/2021 Remove Northern Small Cap Value Fund NOSGX was added by brian 8/11/2021 Remove Loomis Sayles Bond Fund Admin Class LBFAX was added by brian 8/11/2021 Remove Victory Sophus Emerging Markets Fund Class Y RSENX was added by brian 8/11/2021 Remove American Century Inflation Adjusted Bond Fund Investor Class ACITX was added by brian 8/11/2021 Remove MFS Value Fund Class R3 MEIHX was added by brian 8/11/2021 Remove Conestoga Small Cap Fund Investors Class CCASX was added by brian 8/11/2021 Remove Vanguard Dividend Appreciation Index Fund Investor Shares VDAIX was added by brian 8/11/2021 Remove Fidelity Contrafund Fund Class K FCNKX was added by brian 8/11/2021 Remove Fidelity Government Money Market Fund was added by brian 8/11/2021 Remove Fidelity Capital & Income Fund FAGIX was added by brian 8/11/2021 Remove Fidelity Leveraged Company Stock Fund Class K FLCKX was added by brian 8/11/2021 Remove Fidelity Balanced Fund Class K FBAKX was added by brian 8/11/2021 Remove Fidelity International Discovery Fund Class K FIDKX was added by brian 8/11/2021 Remove Fidelity Capital Appreciation Fund Class K FCAKX was added by brian 8/11/2021 Remove Fidelity Freedom Income Class K FNSHX was added by brian 8/11/2021 Remove Fidelity Freedom 2030 Fund Class K FSNQX was added by brian 8/11/2021 Remove Fidelity Freedom 2040 Fund Class K FSNVX was added by brian 8/11/2021 Remove Fidelity Freedom 2050 Fund Class K FNSBX was added by brian 8/11/2021 Remove Fidelity Freedom 2060 Fund Class K FNSFX was added by brian 8/11/2021 Remove Fidelity Freedom 2020 Fund Class K FSNOX was added by brian 8/11/2021 Remove Fidelity Freedom 2010 Fund Class K FSNKX was added by brian 8/11/2021 Remove

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