Misc.Apr 20, 2023

In fidelity 401K, is there a way to see what percent of my investments are pre tax VS post tax ?

I contribute to both pre tax and post tax 401K. Same asset, example SPY, is purchased using both contributions. I wanna tell how many SPY units are pre tax VS post tax ? Is there a way to tell ? Fidelity just shows the total amount.

Mozilla 48212250 Apr 20, 2023

yes, in the fidelity app, go to your companies page with your account balance, scroll to the bottom and look at “Sources”.

Salesforce bahcd OP Apr 20, 2023

Thanks.