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401k, 403b plan

Apple, Inc. 401k Plan

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Plan was created by kivalia on 1/22/2012.
Number of Followers: 45


COMMENTS plan comments help
comment plan bmurphy 2/15/2012 3:13:44 PM
This plan is up to date as of 2/15/12 but we are using a different class of shares as proxies for all the LifePath funds. User returns may be slightly better than displayed on our site.

comment plan trkpushuser 9/2/2012 11:23:33 PM
What is a lifepath fund?

comment plan bmurphy 9/17/2012 10:57:14 AM
The plan is updated as of 9/17/12 - removing GSHIX, FBALX, VITSX, VSCIX, VEXRX, TAREX. Adding NHILX, VEMPX, WFDSX, VTPSX, PTTRX, IRGIX

comment plan bmurphy 9/17/2012 11:05:58 AM
Also removed VIDMX...Plan is good to go!

comment plan bmurphy 1/22/2013 10:22:14 AM
Plan is up to date as of 1/22/13.

comment plan bmurphy 4/16/2013 11:29:34 AM
Added NVSAX as a proxy for Wells Fargo Stable Return Class C. Fund is up to date as of 4/16/13.

comment plan bmurphy 7/14/2013 2:35:37 PM
Plan is up to date as of 7/14/2013, however the Lifepath funds used as proxies on Kivalia all have sufficiently higher fees than those in the plan. May update w/ proxies in the future.

comment plan bmurphy 1/7/2014 12:41:02 PM
Plan is up to date as of 1/7/2014. Lifepath funds in the plan have been proxied by higher cost BlackRock funds.

comment plan bmurphy 7/11/2014 12:03:57 PM
Updated ING Clarion Global Real Estate fund (proxied by mutual fund alternative).

comment plan bmurphy 10/12/2014 3:46:32 PM
Plan is exactly correct as represented on Kivalia as of today.

comment plan bmurphy 1/18/2016 10:42:29 AM
Plan is missing only Lifepath Index 2060 in the lineup. All other assets reflected appropriately.

comment plan bmurphy 4/19/2016 12:30:58 PM
Plan is mission only Lifepath Index 2060.

comment plan bmurphy 10/10/2016 2:03:48 PM
10/10/16 - Plan is missing Lifepath Index 2060 at this time.

comment plan brian 1/18/2021 10:59:56 AM
Plan is correct as of today - 1/18/2021.

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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 
Loomis Sayles Core Plus Bond Fund Class YNERYXwas added by brian2/21/2021Remove
Loomis Sayles Core Plus Bond Fund Class YNERYXwas removed by brian2/21/2021Remove
Nuveen NWQ Small-Cap Value Fund Class INSCRXwas removed by bhpfelix1/29/2021
Vanguard Windsor II Fund Admiral SharesVWNAXwas removed by bhpfelix1/29/2021
Dodge & Cox International Stock FundDODFXwas removed by bhpfelix1/29/2021
Stable Value Fundwas added by brian1/18/2021Remove
Wells Fargo Advantage Stable Income ANVSAXwas removed by brian1/18/2021
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas removed by brian1/18/2021
Stable Value Fundwas removed by brian1/18/2021Remove
Wells Fargo Discovery Fund - Class InstWFDSXwas removed by brian1/18/2021
LifePath Index 2065 Owas added by brian1/18/2021Remove
LifePath Index 2020 Owas removed by brian1/18/2021
William Blair Small-Mid Cap Growth Fund Class IWSMDXwas added by investor7/5/2018Remove
Vanguard Employee Benefit index - Client Awas removed by investor7/5/2018
Neuberger Berman High Income Bond Fund Class R6NRHIXwas removed by investor7/5/2018
LifePath Index 2060 Accountwas added by bmurphy12/5/2016Remove
Stable Value Fundwas added by bmurphy1/18/2016Remove
Stable Value Fundwas removed by bmurphy1/18/2016Remove
Loomis Sayles Core Plus Bond Fund Class YNERYXwas added by bmurphy1/18/2016Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by bmurphy1/18/2016
LifePath Index 2015 Owas removed by bmurphy1/18/2016
Neuberger Berman High Income Bond Fund Institutional ClassNHILXwas removed by Deleted User8/18/2014
Neuberger Berman High Income Bond Fund Class R6NRHIXwas added by Deleted User8/18/2014
Voya Clarion Global Real Estate Sec Trust Fd. Cl 2was added by bmurphy7/11/2014Remove
Voya Clarion Global Real Estate Sec Trust Fd. Cl 2was removed by bmurphy7/11/2014Remove
Vanguard Employee Benefit index - Client Awas added by bmurphy4/8/2014
Vanguard Employee Benefit index - Client Awas removed by bmurphy4/8/2014
LifePath Index 2055 Owas added by bmurphy1/7/2014Remove
LifePath Index 2055 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2055 Owas added by bmurphy1/7/2014Remove
LifePath Index 2050 Owas added by bmurphy1/7/2014Remove
LifePath Index 2045 Owas added by bmurphy1/7/2014Remove
LifePath Index 2040 Owas added by bmurphy1/7/2014Remove
LifePath Index 2035 Owas added by bmurphy1/7/2014Remove
LifePath Index 2030 Owas added by bmurphy1/7/2014Remove
LifePath Index 2030 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2025 Owas added by bmurphy1/7/2014Remove
LifePath Index 2020 Owas added by bmurphy1/7/2014
LifePath Index 2015 Owas added by bmurphy1/7/2014
LifePath Index Retirement Owas added by bmurphy1/7/2014Remove
LifePath Index Retirement Owas removed by bmurphy1/7/2014Remove
LifePath Index 2015 Owas removed by bmurphy1/7/2014
LifePath Index 2020 Owas removed by bmurphy1/7/2014
LifePath Index 2025 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2035 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2040 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2045 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2050 Owas removed by bmurphy1/7/2014Remove
LifePath Index 2055 Owas removed by bmurphy1/7/2014Remove
Wells Fargo Advantage Stable Income ANVSAXwas added by bmurphy4/16/2013
Vanguard Developed Markets Index Fund Institutional SharesVIDMXwas removed by bmurphy9/17/2012
Voya Clarion Global Real Estate Sec Trust Fd. Cl 2was added by bmurphy9/17/2012Remove
Neuberger Berman High Income Bond Fund Institutional ClassNHILXwas added by bmurphy9/17/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by bmurphy9/17/2012
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by bmurphy9/17/2012Remove
Wells Fargo Discovery Fund - Class InstWFDSXwas added by bmurphy9/17/2012
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by bmurphy9/17/2012Remove
Third Avenue Real Estate Value Fund Institutional ClassTAREXwas removed by bmurphy9/17/2012
Vanguard Explorer Fund Admiral SharesVEXRXwas removed by bmurphy9/17/2012
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas removed by bmurphy9/17/2012
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas removed by bmurphy9/17/2012
Fidelity Balanced FundFBALXwas removed by bmurphy9/17/2012
Goldman Sachs High Yield Fund InstitutionalGSHIXwas removed by bmurphy9/17/2012
Vanguard Developed Markets Index Fund Investor SharesVDMIXwas removed by bmurphy2/15/2012
Vanguard Developed Markets Index Fund Institutional SharesVIDMXwas added by bmurphy2/15/2012
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas added by bmurphy2/15/2012Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas removed by bmurphy2/15/2012
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas added by bmurphy2/15/2012
LifePath Index 2055 Owas added by bmurphy2/15/2012Remove
LifePath Index 2050 Owas added by bmurphy2/15/2012Remove
LifePath Index 2045 Owas added by bmurphy2/15/2012Remove
LifePath Index 2040 Owas added by bmurphy2/15/2012Remove
LifePath Index 2035 Owas added by bmurphy2/15/2012Remove
LifePath Index 2025 Owas added by bmurphy2/15/2012Remove
LifePath Index 2020 Owas added by bmurphy2/15/2012
LifePath Index 2015 Owas added by bmurphy2/15/2012
BlackRock LifePath Active 2050 Fund Investor A SharesBAPKXwas removed by bmurphy2/15/2012
BlackRock LifePath Active 2045 Fund Investor A SharesBAPJXwas removed by bmurphy2/15/2012
BlackRock LifePath Active 2035 Fund Investor A SharesBAPGXwas removed by bmurphy2/15/2012
BlackRock LifePath Active Retirement Fund Investor A SharesBAPBXwas removed by bmurphy2/15/2012
BlackRock LifePath Active 2025 Fund Investor A SharesBAPDXwas removed by bmurphy2/15/2012
BlackRock LifePath 2040 Fund Institutional SharesSTLEXwas removed by bmurphy2/15/2012
BlackRock LifePath 2020 Fund Institutional SharesSTLCXwas removed by bmurphy2/15/2012
BlackRock LifePath 2020 Fund Institutional SharesSTLCXwas added by kivalia1/22/2012
LifePath Index Retirement Owas added by kivalia1/22/2012Remove
Stable Value Fundwas added by kivalia1/22/2012Remove
Vanguard Developed Markets Index Fund Investor SharesVDMIXwas added by kivalia1/22/2012
Third Avenue Real Estate Value Fund Institutional ClassTAREXwas added by kivalia1/22/2012
Fidelity Balanced FundFBALXwas added by kivalia1/22/2012
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by kivalia1/22/2012
Vanguard Employee Benefit index - Client Awas added by kivalia1/22/2012
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by kivalia1/22/2012
Fidelity Contrafund FundFCNTXwas added by kivalia1/22/2012Remove
Nuveen NWQ Small-Cap Value Fund Class INSCRXwas added by kivalia1/22/2012
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by kivalia1/22/2012
Vanguard Explorer Fund Admiral SharesVEXRXwas added by kivalia1/22/2012
Dodge & Cox International Stock FundDODFXwas added by kivalia1/22/2012
Goldman Sachs High Yield Fund InstitutionalGSHIXwas added by kivalia1/22/2012
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by kivalia1/22/2012
BlackRock LifePath 2040 Fund Institutional SharesSTLEXwas added by kivalia1/22/2012
BlackRock LifePath Active 2025 Fund Investor A SharesBAPDXwas added by kivalia1/22/2012
BlackRock LifePath Active Retirement Fund Investor A SharesBAPBXwas added by kivalia1/22/2012
BlackRock LifePath Active 2035 Fund Investor A SharesBAPGXwas added by kivalia1/22/2012
BlackRock LifePath Active 2045 Fund Investor A SharesBAPJXwas added by kivalia1/22/2012
BlackRock LifePath Active 2050 Fund Investor A SharesBAPKXwas added by kivalia1/22/2012
LifePath Index 2030 Owas added by kivalia1/22/2012Remove
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