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401(k) Guidance
Management Services
Delaware Resource Group Of Oklahoma, Llc 401(K) Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
csrbcsrb on 8/20/2013
.
Number of Followers:
3
COMMENTS
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brian
11/20/2021 2:19:29 PM
Plan is correct based on company's 2020 form 5500 filing. Missing Fidelity Freedom 2065 fund.
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TRANSACTIONS
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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 Government Money Market Fund
SPAXX
was added by brian
11/20/2021
Remove
MFS International New Discovery Fund Class I
MWNIX
was added by brian
11/20/2021
Remove
American Century Mid Cap Value Fund Institutional Class
AVUAX
was added by brian
11/20/2021
Remove
Fidelity Global ex U.S. Index
FSGGX
was added by brian
11/20/2021
Remove
Fidelity Small Cap Index
FSSNX
was added by brian
11/20/2021
Remove
Fidelity Mid Cap Index
FSMDX
was added by brian
11/20/2021
Remove
Fidelity Advisor Stable Value
was added by brian
11/20/2021
Remove
Fidelity Advisor Stable Value
was removed by brian
11/20/2021
Remove
T. Rowe Price Growth Stock Fund
PRGFX
was added by brian
11/20/2021
Remove
Fidelity 500 Index
FXAIX
was added by brian
11/20/2021
Remove
Thornburg International Value Fund Class R4
THVRX
was removed by brian
11/20/2021
PIMCO Total Return Fund Class A
PTTAX
was removed by brian
11/20/2021
Lord Abbett Fundamental Equity Fund Class A
LDFVX
was removed by brian
11/20/2021
Janus Overseas Fund Class S
JIGRX
was removed by brian
11/20/2021
Ivy Science And Technology Fund Class A
WSTAX
was removed by brian
11/20/2021
Ivy Asset Strategy Fund Class A
WASAX
was removed by brian
11/20/2021
Heartland Value Plus Fund Investor Class
HRVIX
was removed by brian
11/20/2021
Goldman Sachs Mid Cap Value Fund Class A
GCMAX
was removed by brian
11/20/2021
Fidelity Advisor New Insights Fund Class A
FNIAX
was removed by brian
11/20/2021
Fidelity Advisor Mid Cap II Fund Class A
FIIAX
was removed by brian
11/20/2021
Dreyfus S&P 500 Index Fund
PEOPX
was removed by brian
11/20/2021
Templeton Global Bond Fund Class A
TPINX
was removed by brian
11/20/2021
Templeton Global Bond Fund Class R6
FBNRX
was added by brian
11/20/2021
Remove
PIMCO Real Return Fund Class A
PRTNX
was removed by brian
11/20/2021
PIMCO Real Return Fund Institutional Class
PRRIX
was added by brian
11/20/2021
Remove
Wells Fargo Special Small Cap Value Fund - Class Inst
ESPNX
was added by brian
11/20/2021
Remove
JPMorgan Core Plus Bond Fund Institutional Class
JCBIX
was added by brian
11/20/2021
Remove
MFS Mid Cap Growth Fund Class I
OTCIX
was added by brian
11/20/2021
Remove
MFS International Diversification Fund Class I
MDIJX
was added by brian
11/20/2021
Remove
MFS Moderate Allocation Fund Class R3
MAMHX
was removed by brian
11/20/2021
MFS Conservative Allocation Fund Class R3
MACNX
was removed by brian
11/20/2021
Neuberger Berman Genesis Fund Advisor Class
NBGAX
was removed by brian
11/20/2021
Neuberger Berman Real Estate Fund Institutional Class
NBRIX
was added by brian
11/20/2021
Remove
Fidelity Advisor Strategic Income Fund Class A
FSTAX
was removed by brian
11/20/2021
Fidelity Advisor Strategic Income Fund Class I
FSRIX
was added by brian
11/20/2021
Remove
Oppenheimer Developing Markets Fund Class A
ODMAX
was removed by brian
11/20/2021
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by brian
11/20/2021
Remove
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
was removed by brian
11/20/2021
BlackRock Equity Dividend Fund Institutional Shares
MADVX
was added by brian
11/20/2021
Remove
Fidelity Advisor Freedom 2050 Fund Class A
FFFLX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2035 Fund Class A
FATHX
was removed by brian
11/20/2021
Fidelity Advisor Freedom Income Fund Class A
FAFAX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2055 Fund Class A
FHFAX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2030 Fund Class A
FAFEX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2045 Fund Class A
FFFZX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2040 Fund Class A
FAFFX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2025 Fund Class A
FATWX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2020 Fund Class A
FDAFX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2010 Fund Class A
FACFX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2015 Fund Class A
FFVAX
was removed by brian
11/20/2021
Fidelity Advisor Freedom 2005 Fund Class A
FFAVX
was removed by brian
11/20/2021
Lord Abbett Developing Growth Fund Class A
LAGWX
was removed by brian
11/20/2021
Lord Abbett Developing Growth Fund Class I
LADYX
was added by brian
11/20/2021
Remove
Fidelity Freedom Index Income Fund Investor Class
FIKFX
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2005 Instl Prem
ffgfx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2010 Instl Prem
ffwtx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2060 Instl Prem
fflex
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2055 Instl Prem
ffldx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2050 Instl Prem
ffopx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2045 Instl Prem
ffolx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2040 Instl Prem
ffizx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2035 Instl Prem
ffezx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2015 Instl Prem
fiwfx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2020 Instl Prem
fiwtx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2025 Instl Prem
ffedx
was added by brian
11/20/2021
Remove
Fidelity Freedom Index 2030 Instl Prem
ffegx
was added by brian
11/20/2021
Remove
Fidelity Advisor Strategic Income Fund Class A
FSTAX
was added by csrbcsrb
8/20/2013
PIMCO Real Return Fund Class A
PRTNX
was added by csrbcsrb
8/20/2013
PIMCO Total Return Fund Class A
PTTAX
was added by csrbcsrb
8/20/2013
Templeton Global Bond Fund Class A
TPINX
was added by csrbcsrb
8/20/2013
Fidelity Prime Fund - Daily Money Class
FDAXX
was added by csrbcsrb
8/20/2013
Remove
Fidelity Advisor Freedom 2035 Fund Class A
FATHX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2040 Fund Class A
FAFFX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2045 Fund Class A
FFFZX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2050 Fund Class A
FFFLX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2055 Fund Class A
FHFAX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom Income Fund Class A
FAFAX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2005 Fund Class A
FFAVX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2010 Fund Class A
FACFX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2015 Fund Class A
FFVAX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2020 Fund Class A
FDAFX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2025 Fund Class A
FATWX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Freedom 2030 Fund Class A
FAFEX
was added by csrbcsrb
8/20/2013
Heartland Value Plus Fund Investor Class
HRVIX
was added by csrbcsrb
8/20/2013
Lord Abbett Developing Growth Fund Class A
LAGWX
was added by csrbcsrb
8/20/2013
Janus Overseas Fund Class S
JIGRX
was added by csrbcsrb
8/20/2013
Oppenheimer Developing Markets Fund Class A
ODMAX
was added by csrbcsrb
8/20/2013
Thornburg International Value Fund Class R4
THVRX
was added by csrbcsrb
8/20/2013
Ivy Science And Technology Fund Class A
WSTAX
was added by csrbcsrb
8/20/2013
MFS Moderate Allocation Fund Class R3
MAMHX
was added by csrbcsrb
8/20/2013
Ivy Asset Strategy Fund Class A
WASAX
was added by csrbcsrb
8/20/2013
MFS Conservative Allocation Fund Class R3
MACNX
was added by csrbcsrb
8/20/2013
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
was added by csrbcsrb
8/20/2013
Dreyfus S&P 500 Index Fund
PEOPX
was added by csrbcsrb
8/20/2013
Fidelity Advisor New Insights Fund Class A
FNIAX
was added by csrbcsrb
8/20/2013
Lord Abbett Fundamental Equity Fund Class A
LDFVX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Mid Cap II Fund Class A
FIIAX
was added by csrbcsrb
8/20/2013
Goldman Sachs Mid Cap Value Fund Class A
GCMAX
was added by csrbcsrb
8/20/2013
Neuberger Berman Genesis Fund Advisor Class
NBGAX
was added by csrbcsrb
8/20/2013
Fidelity Advisor Stable Value
was added by csrbcsrb
8/20/2013
Remove
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