Wells Fargo 401(k) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
iShares MSCI USA ESG Select ETF | SUSA | was added by brian | 10/16/2019 10:22:57 AM | |
Vanguard Global Equity Fund Investor Shares | VHGEX | was removed by brian | 10/16/2019 10:22:47 AM | |
iShares MSCI EAFE ETF | EFA | was added by brian | 10/16/2019 10:21:10 AM | |
iShares MSCI EAFE ETF | EFA | was removed by brian | 10/16/2019 10:20:42 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by brian | 10/16/2019 10:20:03 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was removed by brian | 10/16/2019 10:19:36 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by brian | 8/3/2019 3:04:40 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was removed by brian | 8/3/2019 3:04:26 PM | |
iShares MSCI Emerging Markets ETF | EEM | was added by brian | 8/3/2019 3:03:30 PM | |
PIMCO All Asset Fund Institutional Class | PAAIX | was added by brian | 8/3/2019 3:02:47 PM | |
Vanguard Global Equity Fund Investor Shares | VHGEX | was added by brian | 8/3/2019 3:02:20 PM | |
Acadian Emerging Markets Portfolio Institutional Class | AEMGX | was added by brian | 8/3/2019 3:01:46 PM | |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | was removed by brian | 8/3/2019 3:01:19 PM | |
Wells Fargo Index Fund - Class Admin | WFIOX | was removed by bmurphy | 7/30/2018 4:08:03 PM | |
Wells Fargo Emerging Markets Equity Fund - Class Inst | EMGNX | was removed by bmurphy | 7/30/2018 4:06:53 PM | |
American Funds EuroPacific Growth Fund Class A | AEPGX | was removed by bmurphy | 7/30/2018 4:06:35 PM | |
Wells Fargo Advantage Small/Mid Cap Core Fund Institutional Class | ECONX | was removed by bmurphy | 7/30/2018 4:06:26 PM | |
iShares Core S&P Mid-Cap ETF | IJH | was removed by bmurphy | 7/30/2018 4:06:14 PM | |
Wells Fargo Large Cap Growth Fund - Class Inst | STNFX | was removed by bmurphy | 7/30/2018 4:05:40 PM | |
Wells Fargo C&B Large Cap Value Fund - Class Inst | CBLSX | was removed by bmurphy | 7/30/2018 4:05:28 PM | |
Wells Fargo & Co | WFC | was added by bmurphy | 7/30/2018 4:04:53 PM | |
Wells Fargo & Co | WFC | was removed by bmurphy | 7/30/2018 4:04:35 PM | |
Powershares QQQ Trust Series 1 | QQQ | was added by bmurphy | 7/30/2018 4:04:25 PM | |
Powershares QQQ Trust Series 1 | QQQ | was removed by bmurphy | 7/30/2018 4:04:04 PM | |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | was added by bmurphy | 7/30/2018 4:02:47 PM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by bmurphy | 7/30/2018 4:01:03 PM | |
iShares MSCI EAFE ETF | EFA | was added by bmurphy | 7/30/2018 3:59:45 PM | |
iShares MSCI EAFE ETF | EFA | was removed by bmurphy | 7/30/2018 3:58:52 PM | |
iShares MSCI EAFE ETF | EFA | was added by bmurphy | 7/30/2018 3:58:33 PM | |
iShares MSCI EAFE ETF | EFA | was removed by bmurphy | 7/30/2018 3:57:44 PM | |
Wells Fargo Emerging Growth Fund - Class Inst | WEMIX | was added by bmurphy | 7/30/2018 3:56:55 PM | |
iShares Russell 2000 ETF | IWM | was added by bmurphy | 7/30/2018 3:53:52 PM | |
iShares Russell 2000 ETF | IWM | was removed by bmurphy | 7/30/2018 3:53:31 PM | |
SPDR S&P MidCap 400 ETF Trust | MDY | was added by bmurphy | 7/30/2018 3:51:00 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by bmurphy | 7/30/2018 3:44:29 PM | |
SPDR S&P 500 ETF Trust | SPY | was added by bmurphy | 7/30/2018 3:43:08 PM | |
Dodge & Cox Stock Fund | DODGX | was added by bmurphy | 7/30/2018 3:41:48 PM | |
PIMCO Global Advantage Strategy Bond Fund Institutional Class | PSAIX | was added by bmurphy | 7/30/2018 3:41:21 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by bmurphy | 7/30/2018 3:37:43 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was removed by bmurphy | 7/30/2018 3:37:14 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 7/30/2018 3:36:22 PM | |
US Cash / Money Market | USCASH | was removed by bmurphy | 7/30/2018 3:35:58 PM | |
Wells Fargo Advantage Index Fund Investor Class | WFIRX | was removed by bmurphy | 4/8/2017 1:19:11 PM | |
Wells Fargo Index Fund - Class Admin | WFIOX | was added by bmurphy | 4/8/2017 1:19:00 PM | |
PIMCO Global Advantage Strategy Bond Fund Institutional Class | PSAIX | was removed by ndolman23 | 9/11/2014 11:05:24 PM | |
PIMCO Global Advantage Strategy Bond Fund Institutional Class | PSAIX | was added by ndolman23 | 9/11/2014 11:04:22 PM | |
Powershares QQQ Trust Series 1 | QQQ | was added by bmurphy | 3/9/2012 11:46:12 AM | |
Wells Fargo & Co | WFC | was added by bmurphy | 3/9/2012 11:46:12 AM | |
Wells Fargo Emerging Markets Equity Fund - Class Inst | EMGNX | was added by bmurphy | 3/9/2012 11:46:12 AM | |
American Funds EuroPacific Growth Fund Class A | AEPGX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
iShares MSCI EAFE ETF | EFA | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Advantage Small/Mid Cap Core Fund Institutional Class | ECONX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
iShares Russell 2000 ETF | IWM | was added by bmurphy | 3/9/2012 11:46:11 AM | |
iShares Core S&P Mid-Cap ETF | IJH | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Large Cap Growth Fund - Class Inst | STNFX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Advantage Index Fund Investor Class | WFIRX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo C&B Large Cap Value Fund - Class Inst | CBLSX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Dow Jones Target 2055 Fund - Class R6 | WFQUX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo 100% Treasury Money Market Fund - Class A | WFTXX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Dow Jones Target 2050 Fund - Class R6 | WFQFX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Dow Jones Target 2045 Fund - Class R6 | WFQPX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Dow Jones Target 2040 Fund - Class R6 | WFOSX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Dow Jones Target 2035 Fund - Class R6 | WFQRX | was added by bmurphy | 3/9/2012 11:46:11 AM | |
Wells Fargo Dow Jones Target 2030 Fund - Class R6 | WFOOX | was added by bmurphy | 3/9/2012 11:46:10 AM | |
Wells Fargo Dow Jones Target 2025 Fund - Class R6 | WFTYX | was added by bmurphy | 3/9/2012 11:46:10 AM | |
Wells Fargo Dow Jones Target 2020 Fund - Class R6 | WFOBX | was added by bmurphy | 3/9/2012 11:46:10 AM | |
Wells Fargo Dow Jones Target 2015 Fund - Class R6 | WFSCX | was added by bmurphy | 3/9/2012 11:46:10 AM | |
Wells Fargo Dow Jones Target 2010 Fund - Class R6 | WFOAX | was added by bmurphy | 3/9/2012 11:46:10 AM | |
Wells Fargo Dow Jones Target Today Fund - Class R6 | WOTDX | was added by bmurphy | 3/9/2012 11:46:10 AM | |
US Cash / Money Market | USCASH | was added by bmurphy | 3/9/2012 11:46:10 AM |
COMMENTS
Help
bmurphy7/30/2018 4:13:07 PM
Plan is proxied using a variety of assets. Plan is missing 2060 target date fund WFUFX.
brian8/3/2019 3:09:49 PM
Plan edited with information provided in company 11-k dated
brian10/16/2019 10:24:33 AM
Plan is missing Wells Fargo State Street Target 2060 CIT. All other options are correct, or proxied appropriately.
Have the investment options in your plan changed? Edit your plan & get updated advice.