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

Corporate Insight, Inc. 401(K) Profit Sharing Plan And Trust

Send me updates


Share this plan


Plan was created by ellisonm on 11/13/2013.
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 
Thornburg International Value Fund Class R3TGVRXwas added by ellisonm11/13/2013Remove
Putnam International Capital Opportunities Fund Class RPICRXwas added by ellisonm11/13/2013Remove
Oppenheimer Developing Markets Fund Class RODVNXwas added by ellisonm11/13/2013Remove
Prudential Jennison Natural Resources Fund Class RJNRRXwas added by ellisonm11/13/2013Remove
Columbia Seligman Communications and Information Fund Class RSCIRXwas added by ellisonm11/13/2013Remove
Janus Balanced Fund Class RJDBRXwas added by ellisonm11/13/2013Remove
BlackRock Equity Dividend Fund R SharesMRDVXwas added by ellisonm11/13/2013Remove
Franklin Rising Dividends Fund Class RFRDRXwas added by ellisonm11/13/2013Remove
Thornburg Value Fund Class R3TVRFXwas added by ellisonm11/13/2013Remove
Alger Capital Appreciation Institutional Fund Class RACARXwas added by ellisonm11/13/2013Remove
Fidelity Advisor Leveraged Company Stock Fund Class TFLSTXwas added by ellisonm11/13/2013Remove
Oppenheimer Main Street Mid Cap Fund Class ROPMNXwas added by ellisonm11/13/2013Remove
Janus Overseas Fund Class RJDIRXwas added by ellisonm11/13/2013Remove
US Cash / Money MarketUSCASHwas added by ellisonm11/13/2013Remove
Thornburg Limited Term Income Fund Class R3THIRXwas added by ellisonm11/13/2013Remove
PIMCO Total Return Fund Class RPTRRXwas added by ellisonm11/13/2013Remove
Franklin High Income Fund Class RFHIRXwas added by ellisonm11/13/2013Remove
BlackRock Global Allocation Fund, Inc. Class RMRLOXwas added by ellisonm11/13/2013Remove
Franklin Income Series Class RFISRXwas added by ellisonm11/13/2013Remove
Franklin Growth Allocation Fund Class RFGTRXwas added by ellisonm11/13/2013Remove
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