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Plan was created by andy on 11/3/2016.
Number of Followers: 10


COMMENTS plan comments help
comment plan brian 11/4/2019 12:38:35 PM
Plan is exactly correct as of 11/4/2019.

comment plan brian 6/2/2021 11:09:29 PM
Plan is updated based on latest 5500 filing. There are no publicly traded Small & Mid Cap Value or Growth index funds to proxy these funds with, so we are using VOE (Vanguard Mid-Cap Value ETF) and VOT (Vanguard Mid-Cap Growth ETF) as approximations. Best we can do at present!

comment plan brian 11/27/2021 8:51:19 PM
Plan is correct based on company's 2020 form 5500 filing.

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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 
Large Cap Growth Stock Fundwas added by brian11/27/2021Remove
State Street Global All Cap Equity US Index Fundwas removed by brian11/27/2021
Harbor Capital Appreciation Fund Institutional ClassHACAXwas removed by brian11/27/2021
State Street Global All Cap Equity US Index Fundwas added by brian11/27/2021
Large Cap Stock Index Fundwas added by brian11/27/2021Remove
Large Cap Stock Index Fundwas removed by brian11/27/2021Remove
Small & Mid Cap Growth Stock Fundwas added by brian6/2/2021Remove
Small & Mid Cap Value Stock Fundwas added by brian6/2/2021Remove
AMG TimesSquare Mid Cap Growth Fund Class ITMDIXwas removed by brian6/2/2021
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas removed by brian6/2/2021
Boston Partners Small Cap Value Fund II Institutional ClassBPSIXwas removed by brian6/2/2021
Artisan Mid Cap Value Fund Investor ClassARTQXwas removed by brian6/2/2021
Dodge & Cox Balanced FundDODBXwas removed by brian6/2/2021
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class IMSSGXwas removed by brian6/2/2021
State Street Global All Cap Equity ex-US Index Fundwas added by brian6/2/2021Remove
State Street Global All Cap Equity ex-US Index Fundwas removed by brian6/2/2021Remove
Large Cap Stock Index Fundwas added by brian6/2/2021Remove
Fidelity Extended Market Index Fund Investor ClassFSEMXwas removed by brian10/25/2020
Schwab Target 2060swprxwas added by brian11/4/2019Remove
Schwab Managed Retirement Trust Cl IV Incomewas added by brian11/4/2019Remove
Schwab Target 2055 FundSWORXwas added by brian11/4/2019Remove
Schwab Target 2050 FundSWNRXwas added by brian11/4/2019Remove
Schwab Target 2045 FundSWMRXwas added by brian11/4/2019Remove
Schwab Target 2040 FundSWERXwas added by brian11/4/2019Remove
Schwab Target 2035 FundSWIRXwas added by brian11/4/2019Remove
Schwab Target 2030 FundSWDRXwas added by brian11/4/2019Remove
Schwab Target 2025 FundSWHRXwas added by brian11/4/2019Remove
Schwab Target 2020 FundSWCRXwas added by brian11/4/2019Remove
Schwab Target 2015 FundSWGRXwas added by brian11/4/2019Remove
Schwab Target 2010 FundSWBRXwas added by brian11/4/2019Remove
Dodge & Cox Balanced FundDODBXwas added by brian11/4/2019
State Street Global All Cap Equity ex-US Index Fundwas added by brian11/4/2019Remove
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class IMSSGXwas added by brian11/4/2019
Boston Partners Small Cap Value Fund II Institutional ClassBPSIXwas added by brian11/4/2019
AMG TimesSquare Mid Cap Growth Fund Class ITMDIXwas added by brian11/4/2019
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by brian11/4/2019
Artisan Mid Cap Value Fund Investor ClassARTQXwas added by brian11/4/2019
Galliard Stable Value Fund - PayPalwas added by brian11/4/2019Remove
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas added by brian11/4/2019
Vanguard Large Cap Index Fund Investor SharesVLACXwas removed by brian11/4/2019
Vanguard Large Cap Index Fund Investor SharesVLACXwas added by bmurphy2/5/2019
Vanguard Large Cap Index Fund Investor SharesVLACXwas removed by bmurphy2/5/2019
Vanguard Large Cap Index Fund Investor SharesVLACXwas added by andy1/15/2017
Vanguard S&P 500 ETFVOOwas removed by andy1/15/2017
Vanguard S&P 500 ETFVOOwas added by andy1/5/2017
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by andy11/3/2016Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by andy11/3/2016Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by andy11/3/2016Remove
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas added by andy11/3/2016Remove
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by andy11/3/2016
Harbor Capital Appreciation Fund Institutional ClassHACAXwas added by andy11/3/2016
Dodge & Cox Stock FundDODGXwas added by andy11/3/2016Remove
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