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

Catlin, Inc. 401(K) Profit Sharing Plan

Send me updates


Share this plan


Plan was created by teddy.t.wong on 8/4/2014.
Number of Followers: 1


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 
Ivy Science And Technology Fund Class AWSTAXwas added by teddy.t.wong8/4/2014Remove
T. Rowe Price Equity Income FundPRFDXwas added by teddy.t.wong8/4/2014Remove
BlackRock S&P 500 Index Fund Institutional SharesMASRXwas added by teddy.t.wong8/4/2014Remove
US Cash / Money MarketUSCASHwas added by teddy.t.wong8/4/2014Remove
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by teddy.t.wong8/4/2014Remove
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