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401k, 403b plan

UKG Retirement Savings Plan

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Plan was created by brian on 1/19/2022.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 1/19/2022 10:55:51 AM
Plan is correct based on submitted information. Missing Fidelity Freedom 2065. Proxying some assets with different classes of the same fund.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Fidelity Freedom Index 2050 Instl Premffopxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2055 Instl Premffldxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2060 Instl Premfflexwas added by brian1/19/2022Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brian1/19/2022Remove
Fidelity Total International IndexFTIHXwas added by brian1/19/2022Remove
ClearBridge Small Cap Growth Fund Class ISLMOIXwas added by brian1/19/2022Remove
Harbor Small Cap Value Fund Institutional ClassHASCXwas added by brian1/19/2022Remove
Fidelity Extended Market IndexFSMAXwas added by brian1/19/2022Remove
Diamond Hill Large Cap Fund Class YDHLYXwas added by brian1/19/2022Remove
Fidelity 500 IndexFXAIXwas added by brian1/19/2022Remove
T. Rowe Price Blue Chip Growth ITBCIXwas added by brian1/19/2022Remove
BlackRock Total Return Fund Class KMPHQXwas added by brian1/19/2022Remove
Fidelity U.S. Bond IndexFXNAXwas added by brian1/19/2022Remove
Putnam Stable Value Fundwas added by brian1/19/2022Remove
Vanguard Federal Money Market Fund Investor SharesVMFXXwas added by brian1/19/2022Remove
FIAM Index Target Date Income Ywas added by brian1/19/2022Remove
Fidelity Freedom Index 2005 Instl Premffgfxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2010 Instl Premffwtxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2015 Instl Premfiwfxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2020 Instl Premfiwtxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2025 Instl Premffedxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2030 Instl Premffegxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2035 Instl Premffezxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2040 Instl Premffizxwas added by brian1/19/2022Remove
Fidelity Freedom Index 2045 Instl Premffolxwas added by brian1/19/2022Remove
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Plan Transactions

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