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Ultimate Kronos Group (UKG) HSA

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Plan was created by brian on 10/27/2021.
Number of Followers: 2


COMMENTS plan comments help
comment plan brian 10/27/2021 10:55:26 AM
Plan is correct based on options provided on 10/27/21. Missing Loomis Sayles Global Allocation N.

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TRANSACTIONS investment options help
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NameTickerActionDate 
PIMCO Total Return Fund Institutional ClassPTTRXwas added by brian10/27/2021Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by brian10/27/2021Remove
HCB Interest Bearing Accountwas added by brian10/27/2021Remove
American Funds American Balanced Fund Class R-6RLBGXwas added by brian10/27/2021Remove
American Funds Capital Income Builder Class R-6RIRGXwas added by brian10/27/2021Remove
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by brian10/27/2021Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by brian10/27/2021Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by brian10/27/2021Remove
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by brian10/27/2021Remove
JPMorgan Market Expansion Enhanced Index (OMYGX)was added by brian10/27/2021Remove
Neuberger Berman Mid Cap Growth Fund Institutional ClassNBMLXwas added by brian10/27/2021Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by brian10/27/2021Remove
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXwas added by brian10/27/2021Remove
Northern Small Cap Value FundNOSGXwas added by brian10/27/2021Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by brian10/27/2021Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brian10/27/2021Remove
Fidelity Advisor Diversified International Fund I ClassFDVIXwas added by brian10/27/2021Remove
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXwas added by brian10/27/2021Remove
Vanguard Total World Stock Index Fund Institutional SharesVTWIXwas added by brian10/27/2021Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian10/27/2021Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian10/27/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian10/27/2021Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian10/27/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian10/27/2021Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by brian10/27/2021Remove
Nuveen Real Estate Securities Fund Class IFARCXwas added by brian10/27/2021Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by brian10/27/2021Remove
Lord Abbett High Yield Fund Class ILAHYXwas added by brian10/27/2021Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by brian10/27/2021Remove
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXwas added by brian10/27/2021Remove
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Plan Transactions

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