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401k, 403b plan

Blue Point Capital Partners, L.L.C. Employees Savings Trust

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Plan was created by jonpressnell on 3/2/2016.
Number of Followers: 1


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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 
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas removed by jonpressnell7/13/2017
Vanguard Total International Bond Index Fund Admiral SharesVTABXwas added by jonpressnell2/9/2017Remove
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas added by jonpressnell2/9/2017Remove
BlackRock U.S. Total Bond Index Fund Class K SharesWFBIXwas added by jonpressnell2/9/2017Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by jonpressnell2/9/2017Remove
Vanguard Value Index Fund Admiral SharesVVIAXwas added by jonpressnell2/9/2017Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by jonpressnell2/9/2017Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by jonpressnell2/9/2017Remove
BlackRock S&P 500 Index Fund Class K ShareWFSPXwas added by jonpressnell2/9/2017Remove
BlackRock MidCap Index Fund Institutional SharesBRMIXwas added by jonpressnell2/9/2017Remove
BlackRock International Index Fund Class K SharesBTMKXwas added by jonpressnell2/9/2017Remove
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas added by jonpressnell2/9/2017
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2060 Fund Class KLIZKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by jonpressnell2/9/2017Remove
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas removed by jonpressnell2/9/2017Remove
American Funds U.S. Government Money Market Fund Class R-6RAFXXwas removed by jonpressnell2/9/2017
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by jonpressnell2/9/2017
Nuveen Dividend Value Fund Class R6FFEFXwas removed by jonpressnell2/9/2017
Vanguard 500 Index Fund Investor ClassVFINXwas removed by jonpressnell2/9/2017
Oppenheimer Developing Markets Fund Class IODVIXwas removed by jonpressnell2/9/2017
Columbia Disciplined Small Core Fund Class R5CLLRXwas removed by jonpressnell2/9/2017
BlackRock Capital Appreciation Fund Institutional SharesMAFGXwas removed by jonpressnell2/9/2017
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas removed by jonpressnell2/9/2017
American Funds The New Economy Fund Class R-6RNGGXwas removed by jonpressnell2/9/2017
Dreyfus Bond Market Index Fund Class IDBIRXwas removed by jonpressnell2/9/2017
Invesco Endeavor Fund Class YATDYXwas removed by jonpressnell2/9/2017
Templeton Global Bond Fund Class R6FBNRXwas removed by jonpressnell2/9/2017
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas removed by jonpressnell2/9/2017Remove
Templeton Global Bond Fund Class R6FBNRXwas added by jonpressnell3/2/2016
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas added by jonpressnell3/2/2016Remove
Dreyfus Bond Market Index Fund Class IDBIRXwas added by jonpressnell3/2/2016
Vanguard 500 Index Fund Investor ClassVFINXwas added by jonpressnell3/2/2016
Oppenheimer Developing Markets Fund Class IODVIXwas added by jonpressnell3/2/2016
Nuveen Dividend Value Fund Class R6FFEFXwas added by jonpressnell3/2/2016
Invesco Endeavor Fund Class YATDYXwas added by jonpressnell3/2/2016
Columbia Disciplined Small Core Fund Class R5CLLRXwas added by jonpressnell3/2/2016
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas added by jonpressnell3/2/2016
BlackRock Capital Appreciation Fund Institutional SharesMAFGXwas added by jonpressnell3/2/2016
American Funds The New Economy Fund Class R-6RNGGXwas added by jonpressnell3/2/2016
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by jonpressnell3/2/2016
American Funds U.S. Government Money Market Fund Class R-6RAFXXwas added by jonpressnell3/2/2016
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas added by jonpressnell3/2/2016Remove
US Cash / Money MarketUSCASHwas added by jonpressnell3/2/2016Remove
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Plan Transactions

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