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401k, 403b plan

Union Bank 401(K) Plan

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Plan was created by jsenbakshi on 5/8/2014.
Number of Followers: 3


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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 
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by kelvincko6/6/2015Remove
Harbor International Fund Institutional ClassHAINXwas added by kelvincko6/6/2015Remove
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas added by kelvincko6/6/2015Remove
T. Rowe Price Institutional Small-Cap Stock FundTRSSXwas added by kelvincko6/6/2015Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by kelvincko6/6/2015Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas added by kelvincko6/6/2015Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by kelvincko6/6/2015Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by kelvincko6/6/2015Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by kelvincko6/6/2015Remove
US Cash / Money MarketUSCASHwas removed by kelvincko6/6/2015
Metropolitan West Total Return Bond Fund Plan ClassMWTSXwas added by kelvincko6/6/2015Remove
Metropolitan West Total Return Bond Fund Plan ClassMWTSXwas removed by kelvincko6/6/2015Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas removed by kelvincko6/6/2015Remove
T. Rowe Price Balanced FundRPBAXwas removed by kelvincko6/6/2015
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by kelvincko6/6/2015Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas removed by kelvincko6/6/2015Remove
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas removed by kelvincko6/6/2015Remove
T. Rowe Price Institutional Small-Cap Stock FundTRSSXwas removed by kelvincko6/6/2015Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas removed by kelvincko6/6/2015Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas removed by kelvincko6/6/2015Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas removed by kelvincko6/6/2015Remove
HighMark Value Fund U ClassHVMUXwas removed by bmurphy10/11/2014
HighMark Value Fund U ClassHVMUXwas added by bmurphy10/11/2014
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by bmurphy10/11/2014Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas removed by bmurphy10/11/2014
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by jsenbakshi5/8/2014Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by jsenbakshi5/8/2014Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by jsenbakshi5/8/2014Remove
T. Rowe Price Balanced FundRPBAXwas added by jsenbakshi5/8/2014
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas added by jsenbakshi5/8/2014Remove
T. Rowe Price Institutional Small-Cap Stock FundTRSSXwas added by jsenbakshi5/8/2014Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by jsenbakshi5/8/2014
T. Rowe Price Blue Chip Growth FundTRBCXwas added by jsenbakshi5/8/2014Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by jsenbakshi5/8/2014Remove
Metropolitan West Total Return Bond Fund Plan ClassMWTSXwas added by jsenbakshi5/8/2014Remove
US Cash / Money MarketUSCASHwas added by jsenbakshi5/8/2014
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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