Only investment options marked as 5% of Plan assets in the SEC 401 11-k report are in the scan.
The Record Keeper and the Trustee this year are Fidelity according to the SEC 11-k Report. I used Fidelity funds for the Catagory funds in the SEC 11-k Report and WFSVF for the Stable Value fund.
I hope to be able to design a 401k Plan every month. This is the first “October”.
The Balanced portfolio and the Employee portfolio are almost exactly the same in this scan. That has never happened before. Interesting.
When I played football 60 years ago the same team played offense and defense mostly because it was cheaper. It’s Monday morning and this portfolio helped get me off the bed and moving …… After Breakfast