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401k, 403b plan

Healthequity Inc 401(K) Profit Sharing Plan

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Plan was created by brian on 1/5/2022.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 1/5/2022 10:45:08 AM
Plan is correct based on company's 2020 form 5500 filing.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian1/5/2022Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian1/5/2022Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by brian1/5/2022Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by brian1/5/2022Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by brian1/5/2022Remove
Schwab Money Market Sweep Fundwas added by brian1/5/2022Remove
T. Rowe Price Real Estate FundTRREXwas added by brian1/5/2022Remove
Van Eck CM Commodity Index ICOMIXwas added by brian1/5/2022Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian1/5/2022Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by brian1/5/2022Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by brian1/5/2022Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by brian1/5/2022Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by brian1/5/2022Remove
Vanguard Materials Index Fund Admiral SharesVMIAXwas added by brian1/5/2022Remove
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by brian1/5/2022Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian1/5/2022Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by brian1/5/2022Remove
American Beacon Large Cap Value Fund Class InstitutionalAADEXwas added by brian1/5/2022Remove
American Funds American Balanced Fund Class R-6RLBGXwas added by brian1/5/2022Remove
American Funds New World Fund Class R-6RNWGXwas added by brian1/5/2022Remove
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by brian1/5/2022Remove
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXwas added by brian1/5/2022Remove
Fidelity Select Materials PortfolioFSDPXwas added by brian1/5/2022Remove
Goldman Sachs Inflation Protected Securities Fund InstitutionalGSIPXwas added by brian1/5/2022Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by brian1/5/2022Remove
PIMCO Commodity Real Return Strategy Instl.was added by brian1/5/2022Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by brian1/5/2022Remove
PIMCO International StocksPLUS AR Strategy Fund (U.S. Dollar-Hedged) Class BPIPBXwas added by brian1/5/2022Remove
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXwas added by brian1/5/2022Remove
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