Personal Investments • Trying to figure out a discrepancy in my 401k (mega backdoor Roth)

Could this be due to timing? If you were recently paid, is it possible that the latest contributions will appear in your updated balance within a few days? Once this happens your balance will show the growth you are expecting.

This is a good guess but I checked and everything matches up. Not waiting on any pending contributions that have already been deducted.

I also checked with the payroll dept at work and they confirmed that my aftertax contributions match up to what Fidelity shows.

I guess I'm going to have to really go back in and plot everything? Fidelity makes this difficult to do. This really makes no sense.

Fidelity shows that my 401k's growth YTD matches up with VT's growth (all buckets within my 401k are invested identically). So it really seems like shares themselves are missing somehow.

Statistics: Posted by Ciel — Tue Sep 17, 2024 2:50 am — Replies 7 — Views 578

---