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401k, 403b plan

Delaware Resource Group Of Oklahoma, Llc 401(K) Plan

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Plan was created by csrbcsrb on 8/20/2013.
Number of Followers: 3


COMMENTS plan comments help
comment plan 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 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 
Fidelity Government Money Market FundSPAXXwas added by brian11/20/2021Remove
MFS International New Discovery Fund Class IMWNIXwas added by brian11/20/2021Remove
American Century Mid Cap Value Fund Institutional ClassAVUAXwas added by brian11/20/2021Remove
Fidelity Global ex U.S. IndexFSGGXwas added by brian11/20/2021Remove
Fidelity Small Cap IndexFSSNXwas added by brian11/20/2021Remove
Fidelity Mid Cap IndexFSMDXwas added by brian11/20/2021Remove
Fidelity Advisor Stable Valuewas added by brian11/20/2021Remove
Fidelity Advisor Stable Valuewas removed by brian11/20/2021Remove
T. Rowe Price Growth Stock FundPRGFXwas added by brian11/20/2021Remove
Fidelity 500 IndexFXAIXwas added by brian11/20/2021Remove
Thornburg International Value Fund Class R4THVRXwas removed by brian11/20/2021
PIMCO Total Return Fund Class APTTAXwas removed by brian11/20/2021
Lord Abbett Fundamental Equity Fund Class ALDFVXwas removed by brian11/20/2021
Janus Overseas Fund Class SJIGRXwas removed by brian11/20/2021
Ivy Science And Technology Fund Class AWSTAXwas removed by brian11/20/2021
Ivy Asset Strategy Fund Class AWASAXwas removed by brian11/20/2021
Heartland Value Plus Fund Investor ClassHRVIXwas removed by brian11/20/2021
Goldman Sachs Mid Cap Value Fund Class AGCMAXwas removed by brian11/20/2021
Fidelity Advisor New Insights Fund Class AFNIAXwas removed by brian11/20/2021
Fidelity Advisor Mid Cap II Fund Class AFIIAXwas removed by brian11/20/2021
Dreyfus S&P 500 Index FundPEOPXwas removed by brian11/20/2021
Templeton Global Bond Fund Class ATPINXwas removed by brian11/20/2021
Templeton Global Bond Fund Class R6FBNRXwas added by brian11/20/2021Remove
PIMCO Real Return Fund Class APRTNXwas removed by brian11/20/2021
PIMCO Real Return Fund Institutional ClassPRRIXwas added by brian11/20/2021Remove
Wells Fargo Special Small Cap Value Fund - Class InstESPNXwas added by brian11/20/2021Remove
JPMorgan Core Plus Bond Fund Institutional ClassJCBIXwas added by brian11/20/2021Remove
MFS Mid Cap Growth Fund Class IOTCIXwas added by brian11/20/2021Remove
MFS International Diversification Fund Class IMDIJXwas added by brian11/20/2021Remove
MFS Moderate Allocation Fund Class R3MAMHXwas removed by brian11/20/2021
MFS Conservative Allocation Fund Class R3MACNXwas removed by brian11/20/2021
Neuberger Berman Genesis Fund Advisor ClassNBGAXwas removed by brian11/20/2021
Neuberger Berman Real Estate Fund Institutional ClassNBRIXwas added by brian11/20/2021Remove
Fidelity Advisor Strategic Income Fund Class AFSTAXwas removed by brian11/20/2021
Fidelity Advisor Strategic Income Fund Class IFSRIXwas added by brian11/20/2021Remove
Oppenheimer Developing Markets Fund Class AODMAXwas removed by brian11/20/2021
Oppenheimer Developing Markets Fund Class IODVIXwas added by brian11/20/2021Remove
BlackRock Equity Dividend Fund Investor A SharesMDDVXwas removed by brian11/20/2021
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by brian11/20/2021Remove
Fidelity Advisor Freedom 2050 Fund Class AFFFLXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2035 Fund Class AFATHXwas removed by brian11/20/2021
Fidelity Advisor Freedom Income Fund Class AFAFAXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2055 Fund Class AFHFAXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2030 Fund Class AFAFEXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2045 Fund Class AFFFZXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2040 Fund Class AFAFFXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2025 Fund Class AFATWXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2020 Fund Class AFDAFXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2010 Fund Class AFACFXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2015 Fund Class AFFVAXwas removed by brian11/20/2021
Fidelity Advisor Freedom 2005 Fund Class AFFAVXwas removed by brian11/20/2021
Lord Abbett Developing Growth Fund Class ALAGWXwas removed by brian11/20/2021
Lord Abbett Developing Growth Fund Class ILADYXwas added by brian11/20/2021Remove
Fidelity Freedom Index Income Fund Investor ClassFIKFXwas added by brian11/20/2021Remove
Fidelity Freedom Index 2005 Instl Premffgfxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2010 Instl Premffwtxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2060 Instl Premfflexwas added by brian11/20/2021Remove
Fidelity Freedom Index 2055 Instl Premffldxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2050 Instl Premffopxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2045 Instl Premffolxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2040 Instl Premffizxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2035 Instl Premffezxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2015 Instl Premfiwfxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2020 Instl Premfiwtxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2025 Instl Premffedxwas added by brian11/20/2021Remove
Fidelity Freedom Index 2030 Instl Premffegxwas added by brian11/20/2021Remove
Fidelity Advisor Strategic Income Fund Class AFSTAXwas added by csrbcsrb8/20/2013
PIMCO Real Return Fund Class APRTNXwas added by csrbcsrb8/20/2013
PIMCO Total Return Fund Class APTTAXwas added by csrbcsrb8/20/2013
Templeton Global Bond Fund Class ATPINXwas added by csrbcsrb8/20/2013
Fidelity Prime Fund - Daily Money ClassFDAXXwas added by csrbcsrb8/20/2013Remove
Fidelity Advisor Freedom 2035 Fund Class AFATHXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2040 Fund Class AFAFFXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2045 Fund Class AFFFZXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2050 Fund Class AFFFLXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2055 Fund Class AFHFAXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom Income Fund Class AFAFAXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2005 Fund Class AFFAVXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2010 Fund Class AFACFXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2015 Fund Class AFFVAXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2020 Fund Class AFDAFXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2025 Fund Class AFATWXwas added by csrbcsrb8/20/2013
Fidelity Advisor Freedom 2030 Fund Class AFAFEXwas added by csrbcsrb8/20/2013
Heartland Value Plus Fund Investor ClassHRVIXwas added by csrbcsrb8/20/2013
Lord Abbett Developing Growth Fund Class ALAGWXwas added by csrbcsrb8/20/2013
Janus Overseas Fund Class SJIGRXwas added by csrbcsrb8/20/2013
Oppenheimer Developing Markets Fund Class AODMAXwas added by csrbcsrb8/20/2013
Thornburg International Value Fund Class R4THVRXwas added by csrbcsrb8/20/2013
Ivy Science And Technology Fund Class AWSTAXwas added by csrbcsrb8/20/2013
MFS Moderate Allocation Fund Class R3MAMHXwas added by csrbcsrb8/20/2013
Ivy Asset Strategy Fund Class AWASAXwas added by csrbcsrb8/20/2013
MFS Conservative Allocation Fund Class R3MACNXwas added by csrbcsrb8/20/2013
BlackRock Equity Dividend Fund Investor A SharesMDDVXwas added by csrbcsrb8/20/2013
Dreyfus S&P 500 Index FundPEOPXwas added by csrbcsrb8/20/2013
Fidelity Advisor New Insights Fund Class AFNIAXwas added by csrbcsrb8/20/2013
Lord Abbett Fundamental Equity Fund Class ALDFVXwas added by csrbcsrb8/20/2013
Fidelity Advisor Mid Cap II Fund Class AFIIAXwas added by csrbcsrb8/20/2013
Goldman Sachs Mid Cap Value Fund Class AGCMAXwas added by csrbcsrb8/20/2013
Neuberger Berman Genesis Fund Advisor ClassNBGAXwas added by csrbcsrb8/20/2013
Fidelity Advisor Stable Valuewas added by csrbcsrb8/20/2013Remove
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Plan Transactions

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