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401k, 403b plan

Wells Fargo 401(k) Plan

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Plan was created by bmurphy on 3/9/2012.
Number of Followers: 115


COMMENTS plan comments help
comment plan bmurphy 7/30/2018 4:13:07 PM
Plan is proxied using a variety of assets. Plan is missing 2060 target date fund WFUFX.

comment plan brian 8/3/2019 3:09:49 PM
Plan edited with information provided in company 11-k dated

comment plan brian 10/16/2019 10:24:33 AM
Plan is missing Wells Fargo State Street Target 2060 CIT. All other options are correct, or proxied appropriately.

comment plan brian 5/8/2021 12:52:26 PM
The plan has been updated as of 5/8/21. Plan active investment options including Diversified Real Asset Fund, Emerging Markets Equity Fund, Global Bond Fund, Intl. Equity Fund, Large Cap Growth Fund, Large Cap Value fund, Small Cap fund - are all comprised of "mulitple managers". We are proxying each fund with passive indices, so there are structural sources of differences in returns between the actual funds offered and our proxies returns. This means the returns of our models are unlikely to reflect the returns indvidual investors in the plan will achieve.

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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 
State Street U.S. Bond Indexwas removed by xjmorris6/15/2021
Wells Fargo Dow Jones Target 2060 Fund - Class R6was added by brian5/8/2021Remove
Black Rock Global ESG Equity Index Fundwas added by brian10/16/2019Remove
Black Rock Global Equity Fundwas removed by brian10/16/2019
State Street International Indexwas added by brian10/16/2019Remove
State Street International Indexwas removed by brian10/16/2019Remove
State Street U.S. Bond Indexwas added by brian10/16/2019
State Street U.S. Bond Indexwas removed by brian10/16/2019
State Street U.S. Bond Indexwas added by brian8/3/2019
State Street U.S. Bond Indexwas removed by brian8/3/2019
State Street Emerging Markets Fundwas added by brian8/3/2019Remove
Diversified Real Asset Fundwas added by brian8/3/2019Remove
Black Rock Global Equity Fundwas added by brian8/3/2019
Emerging Markets Equity Fundwas added by brian8/3/2019Remove
Emerging Markets Equitywas removed by brian8/3/2019
Wells Fargo Index Fund - Class AdminWFIOXwas removed by bmurphy7/30/2018
Wells Fargo Emerging Markets Equity Fund - Class InstEMGNXwas removed by bmurphy7/30/2018
American Funds EuroPacific Growth Fund Class AAEPGXwas removed by bmurphy7/30/2018
Wells Fargo Advantage Small/Mid Cap Core Fund Institutional ClassECONXwas removed by bmurphy7/30/2018
iShares Core S&P Mid-Cap ETFIJHwas removed by bmurphy7/30/2018
Wells Fargo Large Cap Growth Fund - Class InstSTNFXwas removed by bmurphy7/30/2018
Wells Fargo C&B Large Cap Value Fund - Class InstCBLSXwas removed by bmurphy7/30/2018
Wells Fargo ESOPwas added by bmurphy7/30/2018Remove
Wells Fargo ESOPwas removed by bmurphy7/30/2018Remove
State Street Nasdaq 100 Indexwas added by bmurphy7/30/2018Remove
State Street Nasdaq 100 Indexwas removed by bmurphy7/30/2018Remove
Emerging Markets Equitywas added by bmurphy7/30/2018
International Equitywas added by bmurphy7/30/2018Remove
State Street International Indexwas added by bmurphy7/30/2018Remove
State Street International Indexwas removed by bmurphy7/30/2018Remove
State Street International Indexwas added by bmurphy7/30/2018Remove
State Street International Indexwas removed by bmurphy7/30/2018Remove
Small Capwas added by bmurphy7/30/2018Remove
State Street Russell Small Cap Indexwas added by bmurphy7/30/2018Remove
State Street Russell Small Cap Indexwas removed by bmurphy7/30/2018Remove
State Street S&P Midcap Indexwas added by bmurphy7/30/2018Remove
Large Cap Growthwas added by bmurphy7/30/2018Remove
State Street S&P 500 Indexwas added by bmurphy7/30/2018Remove
Large Cap Valuewas added by bmurphy7/30/2018Remove
Global Bond was added by bmurphy7/30/2018Remove
State Street U.S. Bond Indexwas added by bmurphy7/30/2018
State Street U.S. Bond Indexwas removed by bmurphy7/30/2018
Wells Fargo Stable Valuewas added by bmurphy7/30/2018Remove
Wells Fargo Stable Valuewas removed by bmurphy7/30/2018Remove
Wells Fargo Advantage Index Fund Investor ClassWFIRXwas removed by bmurphy4/8/2017
Wells Fargo Index Fund - Class AdminWFIOXwas added by bmurphy4/8/2017
Global Bond was removed by ndolman239/11/2014Remove
Global Bond was added by ndolman239/11/2014Remove
Wells Fargo Emerging Markets Equity Fund - Class InstEMGNXwas added by bmurphy3/9/2012
Wells Fargo ESOPwas added by bmurphy3/9/2012Remove
State Street Nasdaq 100 Indexwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2040 Fund - Class R6WFOSXwas added by bmurphy3/9/2012Remove
American Funds EuroPacific Growth Fund Class AAEPGXwas added by bmurphy3/9/2012
State Street International Indexwas added by bmurphy3/9/2012Remove
Wells Fargo Advantage Small/Mid Cap Core Fund Institutional ClassECONXwas added by bmurphy3/9/2012
State Street Russell Small Cap Indexwas added by bmurphy3/9/2012Remove
Wells Fargo Large Cap Growth Fund - Class InstSTNFXwas added by bmurphy3/9/2012
Wells Fargo Advantage Index Fund Investor ClassWFIRXwas added by bmurphy3/9/2012
Wells Fargo C&B Large Cap Value Fund - Class InstCBLSXwas added by bmurphy3/9/2012
State Street U.S. Bond Indexwas added by bmurphy3/9/2012
Wells Fargo 100% Treasury Money Market Fund - Class AWFTXXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2055 Fund - Class R6WFQUXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2050 Fund - Class R6WFQFXwas added by bmurphy3/9/2012Remove
iShares Core S&P Mid-Cap ETFIJHwas added by bmurphy3/9/2012
Wells Fargo Dow Jones Target 2045 Fund - Class R6WFQPXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2035 Fund - Class R6WFQRXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2030 Fund - Class R6WFOOXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2025 Fund - Class R6WFTYXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2020 Fund - Class R6WFOBXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2015 Fund - Class R6WFSCXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target 2010 Fund - Class R6WFOAXwas added by bmurphy3/9/2012Remove
Wells Fargo Dow Jones Target Today Fund - Class R6WOTDXwas added by bmurphy3/9/2012Remove
Wells Fargo Stable Valuewas added by bmurphy3/9/2012Remove
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Plan Transactions

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