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Where can one view the split between pretax, after-tax and Roth money in one's Vanguard 401(k) account?

Personal Finance & Money Asked on June 6, 2021

The best I could find is https://retirementplans.vanguard.com -> Retirement plan participants -> Manage my money -> Manage my brokerage option, which gives the split between Roth money and pretax/after-tax money. But this doesn’t give the split between pretax/after-tax money.

One Answer

Answer from David Dean:

  1. Log on to your account at http://vanguard.com and access your employer plan.
  2. Select "View Balance Details" under your account balance.
  3. Select your plan name.
  4. Select "Source of contribution" next to "View by."

Answered by Franck Dernoncourt on June 6, 2021

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