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

Bracewell & Giuliani, LLP 401(K) Plan

Send me updates


Share this plan


Plan was created by kivalia on 1/21/2012.
Number of Followers: 4


COMMENTS plan comments help
comment plan bmurphy 2/13/2012 12:11:02 PM
Added Fidelity Freedom K funds to the plan as well as Fidelity Puritan K.

comment plan bmurphy 9/19/2012 10:32:57 AM
Changed out FUSEX for FUSVX as per changes in the plan.

comment plan bmurphy 1/23/2013 10:36:15 AM
Plan is correct as of 1/24/2013.

comment plan bmurphy 4/21/2013 2:51:17 PM
Plan is correct as of 4/21/2013.

comment plan bmurphy 4/8/2014 12:38:47 PM
Plan is exactly right as of 4/8/14.

comment plan bmurphy 7/11/2014 12:24:04 PM
Plan is exactly correct as of 7/11/14.

comment plan bmurphy 10/11/2014 3:42:46 PM
Removed Freedom 2000 K. Exactly correct as of today 10/11/14.

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 
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXwas added by brian7/8/2019Remove
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXwas removed by brian7/8/2019Remove
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXwas added by bmurphy7/8/2019Remove
Apple Inc.AAPLwas removed by bmurphy7/8/2019
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by bmurphy7/8/2019Remove
iShares MSCI Emerging Markets ETFEEMwas removed by bmurphy7/8/2019
iShares MSCI Emerging Markets ETFEEMwas added by bmurphy7/8/2019
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas removed by bmurphy7/8/2019Remove
Apple Inc.AAPLwas added by bmurphy7/8/2019
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXwas removed by bmurphy7/8/2019Remove
Fidelity Freedom K 2000FFKBXwas removed by bmurphy10/11/2014
Fidelity 500 Index Fund Premium ClassFUSVXwas added by bmurphy9/19/2012
Fidelity 500 Index Fund Investor ClassFUSEXwas removed by bmurphy9/19/2012
Fidelity Puritan Fund Class KFPUKXwas added by bmurphy2/13/2012Remove
Fidelity Freedom K Income FundFFKAXwas added by bmurphy2/13/2012
Fidelity Freedom K 2050 FundFFKHXwas added by bmurphy2/13/2012
Fidelity Freedom K 2045 FundFFKGXwas added by bmurphy2/13/2012
Fidelity Freedom K 2040 FundFFKFXwas added by bmurphy2/13/2012
Fidelity Freedom K 2035 FundFKTHXwas added by bmurphy2/13/2012
Fidelity Freedom K 2030 FundFFKEXwas added by bmurphy2/13/2012
Fidelity Freedom K 2025 FundFKTWXwas added by bmurphy2/13/2012
Fidelity Freedom K 2020 FundFFKDXwas added by bmurphy2/13/2012
Fidelity Freedom K 2015 FundFKVFXwas added by bmurphy2/13/2012
Fidelity Freedom K 2010 FundFFKCXwas added by bmurphy2/13/2012
Fidelity Freedom K 2005 FundFFKVXwas added by bmurphy2/13/2012
Fidelity Freedom K 2000FFKBXwas added by bmurphy2/13/2012
US Cash / Money MarketUSCASHwas added by kivalia1/21/2012Remove
Invesco Diversified Dividend Fund R5 ClassDDFIXwas added by kivalia1/21/2012Remove
Fidelity 500 Index Fund Investor ClassFUSEXwas added by kivalia1/21/2012
T. Rowe Price Blue Chip Growth FundTRBCXwas added by kivalia1/21/2012Remove
CRM Small/Mid Cap Value Fund Class InstitutionalCRIAXwas added by kivalia1/21/2012Remove
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by kivalia1/21/2012Remove
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXwas added by kivalia1/21/2012Remove
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class IMSSGXwas added by kivalia1/21/2012Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by kivalia1/21/2012Remove
Harbor International Fund Institutional ClassHAINXwas added by kivalia1/21/2012Remove
Nuveen Real Estate Securities Fund Class IFARCXwas added by kivalia1/21/2012Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by kivalia1/21/2012Remove
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas added by kivalia1/21/2012
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