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401k, 403b plan

Hawaii Pacific Health 401(k)

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Plan was created by kivalia on 1/22/2012.
Number of Followers: 6


COMMENTS plan comments help
comment plan bmurphy 7/14/2014 10:05:10 AM
Plan updated to be exactly correct as of 7/14/14.

comment plan bmurphy 1/24/2018 3:15:20 PM
Missing TSTFX. Everything else is exactly correct.

comment plan bmurphy 5/13/2018 1:51:23 PM
Missing TSTFX. Everything else is exactly correct.

comment plan bmurphy 7/18/2018 11:37:29 AM
Plan is exactly correct as of today.

comment plan brian 5/7/2020 12:56:47 PM
Plan has been moved to Milliman Benefits and our lineup is missing two funds - HWDVX & RILFX. We'll add these over time.

comment plan brian 4/18/2021 3:45:28 PM
Plan is missing Diamond Hill High Yield and T. Rowe Price Retirement 2065 as of this date - 4/18/21.

comment plan brian 10/21/2021 1:09:21 PM
Plan is correct based on company's current options. Missing T.Rowe Price Retirement 2065.

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Plan Comments

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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 
Brandywine Global High Yield Awas added by brian10/21/2021Remove
Invesco Developing Markets Fund Class Awas added by brian10/21/2021Remove
Eaton Vance Income Fund of Boston Class AEVIBXwas removed by brian10/21/2021
Invesco Developing Markets Fund Class AGTDDXwas removed by brian10/21/2021
Invesco Developing Markets Fund Class Awas removed by brian4/18/2021Remove
Transamerica Shs -R4- Stock Index FundTSTFXwas removed by brian4/18/2021
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXwas removed by brian4/18/2021
Invesco Developing Markets Fund Class AGTDDXwas added by brian4/18/2021
Fidelity 500 IndexFXAIXwas added by brian4/18/2021Remove
Parnassus Core Equity Fund - Investor SharesPRBLXwas added by brian4/18/2021Remove
Hartford World Bond R6 was added by brian4/18/2021Remove
American Funds Inflation Linked Bd R6 was added by brian4/18/2021Remove
Baron Small Cap Fund Institutional ClassBSFIXwas removed by brian4/18/2021
Baron Small Cap Fund Retail ClassBSCFXwas added by brian4/18/2021Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas removed by brian4/18/2021
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXwas added by brian4/18/2021Remove
Metropolitan West Total Return Bond Fund Administrative ClassMWTNXwas removed by brian4/18/2021
Metropolitan West Total Return Bond Fund Class MMWTRXwas added by brian4/18/2021Remove
Templeton Global Bond Fund Advisor ClassTGBAXwas removed by brian5/7/2020
NYL Guaranteed Interest Accountwas added by brian12/1/2019Remove
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXwas added by bmurphy11/7/2018
Eaton Vance Income Fund of Boston Class AEVIBXwas added by bmurphy11/7/2018
Neuberger Berman High Income Bond Fund Class R3NHIRXwas removed by bmurphy11/7/2018
T. Rowe Price Retirement Balanced FundTRRIXwas added by bmurphy7/18/2018Remove
T. Rowe Price Retirement Balanced FundTRRIXwas removed by bmurphy7/18/2018Remove
Transamerica Shs -R4- Stock Index FundTSTFXwas added by bmurphy7/18/2018
Invesco Real Estate Fund Class AIARAXwas removed by bmurphy5/13/2018
Invesco Real Estate Fund R5 ClassIARIXwas added by bmurphy5/13/2018Remove
T. Rowe Price Retirement 2060 FundTRRLXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2055 FundTRRNXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by bmurphy1/24/2018Remove
T. Rowe Price Retirement Balanced FundTRRIXwas added by bmurphy1/24/2018Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by bmurphy1/24/2018Remove
Lazard International Strategic Equity Portfolio Open SharesLISOXwas added by bmurphy1/24/2018Remove
Baron Small Cap Fund Institutional ClassBSFIXwas added by bmurphy1/24/2018
The Hartford MidCap Fund Class YHMDYXwas added by bmurphy1/24/2018Remove
Templeton Global Bond Fund Advisor ClassTGBAXwas added by bmurphy1/24/2018
Neuberger Berman High Income Bond Fund Class R3NHIRXwas added by bmurphy1/24/2018
Pioneer Strategic Income Fund Class YSTRYXwas added by bmurphy1/24/2018Remove
Metropolitan West Total Return Bond Fund Administrative ClassMWTNXwas added by bmurphy1/24/2018
AB Discovery Growth Fund Class ICHCIXwas removed by bmurphy1/24/2018
Thornburg International Value Fund Class R4THVRXwas removed by bmurphy1/24/2018
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas removed by bmurphy1/24/2018
Baron Small Cap Fund Retail ClassBSCFXwas removed by bmurphy1/24/2018Remove
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas removed by bmurphy1/24/2018
Templeton Global Bond Fund Class ATPINXwas removed by bmurphy1/24/2018
Transamerica Partners Institutional Stock Index FundDISFXwas removed by bmurphy1/24/2018
Neuberger Berman High Income Bond Fund Institutional ClassNHILXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas removed by bmurphy1/24/2018
Pioneer Strategic Income Fund Class APSRAXwas removed by bmurphy1/24/2018
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas removed by bmurphy1/24/2018
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas removed by bmurphy1/24/2018
NYL Guaranteed Interest Accountwas removed by bmurphy1/24/2018Remove
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas removed by bmurphy1/24/2018
NYL Guaranteed Interest Accountwas added by bmurphy7/14/2014Remove
NYL Guaranteed Interest Accountwas removed by bmurphy7/14/2014Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas added by bmurphy7/14/2014
Pioneer Fundamental Growth Fund Class YFUNYXwas added by bmurphy7/14/2014Remove
AB Discovery Growth Fund Class ICHCIXwas added by bmurphy7/14/2014
Thornburg International Value Fund Class R4THVRXwas added by bmurphy7/14/2014
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by bmurphy7/14/2014
Morgan Stanley Mid Cap Growth ADGRAXwas removed by bmurphy7/14/2014
GE Institutional International Equity Fund Class ServiceGIESXwas removed by bmurphy7/14/2014
Vanguard Total International Stock Index Fund Signal SharesVTSGXwas removed by bmurphy7/14/2014
Perkins Mid Cap Value Fund Class TJMCVXwas removed by bmurphy7/14/2014
American Funds The Growth Fund of America Class R-4RGAEXwas removed by bmurphy7/14/2014
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas added by kivalia1/22/2012
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas added by kivalia1/22/2012
GE Institutional International Equity Fund Class ServiceGIESXwas added by kivalia1/22/2012
Invesco Real Estate Fund Class AIARAXwas added by kivalia1/22/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by kivalia1/22/2012
Pioneer Strategic Income Fund Class APSRAXwas added by kivalia1/22/2012
Neuberger Berman High Income Bond Fund Institutional ClassNHILXwas added by kivalia1/22/2012
Templeton Global Bond Fund Class ATPINXwas added by kivalia1/22/2012
Dodge & Cox Stock FundDODGXwas added by kivalia1/22/2012Remove
Transamerica Partners Institutional Stock Index FundDISFXwas added by kivalia1/22/2012
American Funds The Growth Fund of America Class R-4RGAEXwas added by kivalia1/22/2012
Perkins Mid Cap Value Fund Class TJMCVXwas added by kivalia1/22/2012
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by kivalia1/22/2012
Morgan Stanley Mid Cap Growth ADGRAXwas added by kivalia1/22/2012
Columbia Small Cap Value Fund II Class ZNSVAXwas added by kivalia1/22/2012Remove
Baron Small Cap Fund Retail ClassBSCFXwas added by kivalia1/22/2012Remove
NYL Guaranteed Interest Accountwas added by kivalia1/22/2012Remove
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas added by kivalia1/22/2012
Vanguard Total International Stock Index Fund Signal SharesVTSGXwas added by kivalia1/22/2012
Invesco Developing Markets Fund Class Awas added by kivalia1/22/2012Remove
T. Rowe Price Retirement Balanced Fund Advisor ClassPARIXwas added by kivalia1/22/2012
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Plan Transactions

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