Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Edward Jones & Co Prototype Profit Sharing Plan & Custodial Account

Send me updates


Share this plan


Plan was created by treehouse48 on 11/7/2013.
Number of Followers: 2


COMMENTS plan comments help
Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Invesco Equity and Income Fund Class YACETXwas added by treehouse4811/7/2013Remove
Invesco Comstock Fund Class YACSDXwas added by treehouse4811/7/2013Remove
The Hartford Growth Opportunities Fund Class R5HGOTXwas added by treehouse4811/7/2013Remove
American Funds Capital Income Builder Class R-5RIRFXwas added by treehouse4811/7/2013Remove
Dodge & Cox International Stock FundDODFXwas added by treehouse4811/7/2013Remove
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by treehouse4811/7/2013Remove
American Funds The Growth Fund of America Class R-5RGAFXwas added by treehouse4811/7/2013Remove
The Hartford Capital Appreciation Fund Class R5ITHTXwas added by treehouse4811/7/2013Remove
American Funds Investment Company of America Class R-5RICFXwas added by treehouse4811/7/2013Remove
American Funds Capital World Growth and Income Fund Class R-5RWIFXwas added by treehouse4811/7/2013Remove
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information