Hawaii Pacific Health 401(k)
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Templeton Global Bond Fund Advisor Class | TGBAX | was removed by brian | 5/7/2020 12:55:13 PM | |
US Cash / Money Market | USCASH | was added by brian | 12/1/2019 1:41:24 PM | |
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | was added by bmurphy | 11/7/2018 11:21:27 AM | |
Eaton Vance Income Fund of Boston Class A | EVIBX | was added by bmurphy | 11/7/2018 11:21:20 AM | |
Neuberger Berman High Income Bond Fund Class R3 | NHIRX | was removed by bmurphy | 11/7/2018 11:21:07 AM | |
T. Rowe Price Retirement Balanced Fund | TRRIX | was added by bmurphy | 7/18/2018 11:56:22 AM | |
T. Rowe Price Retirement Balanced Fund | TRRIX | was removed by bmurphy | 7/18/2018 11:37:14 AM | |
Transamerica Shs -R4- Stock Index Fund | TSTFX | was added by bmurphy | 7/18/2018 11:37:04 AM | |
Invesco Real Estate Fund Class A | IARAX | was removed by bmurphy | 5/13/2018 1:50:56 PM | |
Invesco Real Estate Fund R5 Class | IARIX | was added by bmurphy | 5/13/2018 1:50:44 PM | |
T. Rowe Price Retirement 2060 Fund | TRRLX | was added by bmurphy | 1/24/2018 3:13:47 PM | |
T. Rowe Price Retirement 2055 Fund | TRRNX | was added by bmurphy | 1/24/2018 3:13:38 PM | |
T. Rowe Price Retirement 2050 Fund | TRRMX | was added by bmurphy | 1/24/2018 3:13:31 PM | |
T. Rowe Price Retirement 2045 Fund | TRRKX | was added by bmurphy | 1/24/2018 3:13:25 PM | |
T. Rowe Price Retirement 2040 Fund | TRRDX | was added by bmurphy | 1/24/2018 3:13:19 PM | |
T. Rowe Price Retirement 2035 Fund | TRRJX | was added by bmurphy | 1/24/2018 3:13:13 PM | |
T. Rowe Price Retirement 2030 Fund | TRRCX | was added by bmurphy | 1/24/2018 3:13:06 PM | |
T. Rowe Price Retirement 2025 Fund | TRRHX | was added by bmurphy | 1/24/2018 3:13:01 PM | |
T. Rowe Price Retirement 2020 Fund | TRRBX | was added by bmurphy | 1/24/2018 3:12:55 PM | |
T. Rowe Price Retirement 2015 Fund | TRRGX | was added by bmurphy | 1/24/2018 3:12:48 PM | |
T. Rowe Price Retirement 2010 Fund | TRRAX | was added by bmurphy | 1/24/2018 3:12:40 PM | |
T. Rowe Price Retirement 2005 Fund | TRRFX | was added by bmurphy | 1/24/2018 3:12:35 PM | |
T. Rowe Price Retirement Balanced Fund | TRRIX | was added by bmurphy | 1/24/2018 3:12:30 PM | |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | was added by bmurphy | 1/24/2018 3:12:19 PM | |
Lazard International Strategic Equity Portfolio Open Shares | LISOX | was added by bmurphy | 1/24/2018 3:12:11 PM | |
Baron Small Cap Fund Institutional Class | BSFIX | was added by bmurphy | 1/24/2018 3:11:57 PM | |
The Hartford MidCap Fund Class Y | HMDYX | was added by bmurphy | 1/24/2018 3:11:44 PM | |
Templeton Global Bond Fund Advisor Class | TGBAX | was added by bmurphy | 1/24/2018 3:11:14 PM | |
Neuberger Berman High Income Bond Fund Class R3 | NHIRX | was added by bmurphy | 1/24/2018 3:11:06 PM | |
Pioneer Strategic Income Fund Class Y | STRYX | was added by bmurphy | 1/24/2018 3:10:57 PM | |
Metropolitan West Total Return Bond Fund Administrative Class | MWTNX | was added by bmurphy | 1/24/2018 3:10:47 PM | |
AB Discovery Growth Fund Class I | CHCIX | was removed by bmurphy | 1/24/2018 3:10:14 PM | |
Thornburg International Value Fund Class R4 | THVRX | was removed by bmurphy | 1/24/2018 3:10:08 PM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was removed by bmurphy | 1/24/2018 3:10:02 PM | |
Baron Small Cap Fund Retail Class | BSCFX | was removed by bmurphy | 1/24/2018 3:09:43 PM | |
T. Rowe Price Retirement 2010 Fund Advisor Class | PARAX | was removed by bmurphy | 1/24/2018 3:09:21 PM | |
T. Rowe Price Retirement 2005 Fund Advisor Class | PARGX | was removed by bmurphy | 1/24/2018 3:09:17 PM | |
T. Rowe Price Retirement 2015 Fund Advisor Class | PARHX | was removed by bmurphy | 1/24/2018 3:09:13 PM | |
T. Rowe Price Retirement 2035 Fund Advisor Class | PARKX | was removed by bmurphy | 1/24/2018 3:09:08 PM | |
Templeton Global Bond Fund Class A | TPINX | was removed by bmurphy | 1/24/2018 3:08:57 PM | |
Transamerica Partners Institutional Stock Index Fund | DISFX | was removed by bmurphy | 1/24/2018 3:08:46 PM | |
Neuberger Berman High Income Bond Fund Institutional Class | NHILX | was removed by bmurphy | 1/24/2018 3:08:36 PM | |
T. Rowe Price Retirement 2020 Fund Advisor Class | PARBX | was removed by bmurphy | 1/24/2018 3:08:21 PM | |
T. Rowe Price Retirement 2025 Fund Advisor Class | PARJX | was removed by bmurphy | 1/24/2018 3:08:18 PM | |
Pioneer Strategic Income Fund Class A | PSRAX | was removed by bmurphy | 1/24/2018 3:08:14 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by bmurphy | 1/24/2018 3:08:07 PM | |
T. Rowe Price Retirement 2030 Fund Advisor Class | PARCX | was removed by bmurphy | 1/24/2018 3:08:04 PM | |
T. Rowe Price Retirement 2040 Fund Advisor Class | PARDX | was removed by bmurphy | 1/24/2018 3:08:00 PM | |
T. Rowe Price Retirement 2050 Fund Advisor Class | PARFX | was removed by bmurphy | 1/24/2018 3:07:56 PM | |
T. Rowe Price Retirement 2045 Fund Advisor Class | PARLX | was removed by bmurphy | 1/24/2018 3:07:51 PM | |
T. Rowe Price Retirement 2055 Fund Advisor Class | PAROX | was removed by bmurphy | 1/24/2018 3:07:47 PM | |
US Cash / Money Market | USCASH | was removed by bmurphy | 1/24/2018 3:07:38 PM | |
T. Rowe Price Retirement Balanced Fund Advisor Class | PARIX | was removed by bmurphy | 1/24/2018 3:07:12 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 7/14/2014 10:07:40 AM | |
US Cash / Money Market | USCASH | was removed by bmurphy | 7/14/2014 10:07:17 AM | |
John Hancock Funds Disciplined Value Mid Cap Fund Class I | JVMIX | was added by bmurphy | 7/14/2014 10:07:06 AM | |
Pioneer Fundamental Growth Fund Class Y | FUNYX | was added by bmurphy | 7/14/2014 10:06:54 AM | |
AB Discovery Growth Fund Class I | CHCIX | was added by bmurphy | 7/14/2014 10:06:42 AM | |
Thornburg International Value Fund Class R4 | THVRX | was added by bmurphy | 7/14/2014 10:06:30 AM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was added by bmurphy | 7/14/2014 10:06:16 AM | |
Morgan Stanley Mid Cap Growth A | DGRAX | was removed by bmurphy | 7/14/2014 10:06:04 AM | |
GE Institutional International Equity Fund Class Service | GIESX | was removed by bmurphy | 7/14/2014 10:05:53 AM | |
Vanguard Total International Stock Index Fund Signal Shares | VTSGX | was removed by bmurphy | 7/14/2014 10:05:45 AM | |
Perkins Mid Cap Value Fund Class T | JMCVX | was removed by bmurphy | 7/14/2014 10:05:32 AM | |
American Funds The Growth Fund of America Class R-4 | RGAEX | was removed by bmurphy | 7/14/2014 10:05:24 AM | |
T. Rowe Price Retirement 2005 Fund Advisor Class | PARGX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2010 Fund Advisor Class | PARAX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2015 Fund Advisor Class | PARHX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2020 Fund Advisor Class | PARBX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2025 Fund Advisor Class | PARJX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2030 Fund Advisor Class | PARCX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2035 Fund Advisor Class | PARKX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2040 Fund Advisor Class | PARDX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2045 Fund Advisor Class | PARLX | was added by kivalia | 1/22/2012 12:07:31 AM | |
T. Rowe Price Retirement 2050 Fund Advisor Class | PARFX | was added by kivalia | 1/22/2012 12:07:31 AM | |
GE Institutional International Equity Fund Class Service | GIESX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Invesco Real Estate Fund Class A | IARAX | was added by kivalia | 1/22/2012 12:07:31 AM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Pioneer Strategic Income Fund Class A | PSRAX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Neuberger Berman High Income Bond Fund Institutional Class | NHILX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Templeton Global Bond Fund Class A | TPINX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Dodge & Cox Stock Fund | DODGX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Transamerica Partners Institutional Stock Index Fund | DISFX | was added by kivalia | 1/22/2012 12:07:31 AM | |
American Funds The Growth Fund of America Class R-4 | RGAEX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Perkins Mid Cap Value Fund Class T | JMCVX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Fidelity Extended Market Index Fund Premium Class | FSEVX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Morgan Stanley Mid Cap Growth A | DGRAX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Columbia Small Cap Value Fund II Class Z | NSVAX | was added by kivalia | 1/22/2012 12:07:31 AM | |
Baron Small Cap Fund Retail Class | BSCFX | was added by kivalia | 1/22/2012 12:07:31 AM | |
US Cash / Money Market | USCASH | was added by kivalia | 1/22/2012 12:07:30 AM | |
T. Rowe Price Retirement 2055 Fund Advisor Class | PAROX | was added by kivalia | 1/22/2012 12:07:30 AM | |
Vanguard Total International Stock Index Fund Signal Shares | VTSGX | was added by kivalia | 1/22/2012 12:07:30 AM | |
Oppenheimer Developing Markets Fund Class A | ODMAX | was added by kivalia | 1/22/2012 12:07:30 AM | |
T. Rowe Price Retirement Balanced Fund Advisor Class | PARIX | was added by kivalia | 1/22/2012 12:07:30 AM |
COMMENTS
Help
bmurphy7/14/2014 10:05:10 AM
Plan updated to be exactly correct as of 7/14/14.
bmurphy1/24/2018 3:15:20 PM
Missing TSTFX. Everything else is exactly correct.
bmurphy5/13/2018 1:51:23 PM
Missing TSTFX. Everything else is exactly correct.
bmurphy7/18/2018 11:37:29 AM
Plan is exactly correct as of today.
brian5/7/2020 12:56:47 PM
Plan has been moved to Milliman Benefits and our lineup is missing two funds - HWDVX & RILFX. We'll add these over time.
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