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

Blue Point Capital Partners, L.L.C. Employees Savings Trust

Send me updates


Share this plan


Plan was created by jonpressnell on 3/2/2016.
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 
BlackRock International Index Fund Class K SharesBTMKXwas added by jonpressnell8/27/2020Remove
iShares Russell Mid-Cap Index Inv ABRMAXwas added by jonpressnell8/27/2020Remove
BlackRock S&P 500 Index Fund Class K ShareWFSPXwas added by jonpressnell8/27/2020Remove
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by jonpressnell8/27/2020Remove
BlackRock U.S. Total Bond Index Fund Class K SharesWFBIXwas added by jonpressnell8/27/2020Remove
JPMorgan US Aggregate Bond ETFJAGGwas added by jonpressnell8/27/2020Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas removed by jonpressnell8/27/2020
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas removed by jonpressnell8/27/2020
BlackRock International Index Fund Class K SharesBTMKXwas removed by jonpressnell8/27/2020Remove
BlackRock MidCap Index Fund Institutional SharesBRMIXwas removed by jonpressnell8/27/2020
BlackRock S&P 500 Index Fund Class K ShareWFSPXwas removed by jonpressnell8/27/2020Remove
BlackRock U.S. Total Bond Index Fund Class K SharesWFBIXwas removed by jonpressnell8/27/2020Remove
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas removed by jonpressnell8/27/2020
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas removed by jonpressnell7/13/2017
Vanguard Total International Bond Index Fund Admiral SharesVTABXwas added by jonpressnell2/9/2017Remove
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas added by jonpressnell2/9/2017
BlackRock U.S. Total Bond Index Fund Class K SharesWFBIXwas added by jonpressnell2/9/2017Remove
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by jonpressnell2/9/2017Remove
Vanguard Value Index Fund Admiral SharesVVIAXwas added by jonpressnell2/9/2017Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by jonpressnell2/9/2017Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by jonpressnell2/9/2017Remove
BlackRock S&P 500 Index Fund Class K ShareWFSPXwas added by jonpressnell2/9/2017Remove
BlackRock MidCap Index Fund Institutional SharesBRMIXwas added by jonpressnell2/9/2017
BlackRock International Index Fund Class K SharesBTMKXwas added by jonpressnell2/9/2017Remove
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas added by jonpressnell2/9/2017
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas added by jonpressnell2/9/2017
BlackRock LifePath Index 2060 Fund Class KLIZKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by jonpressnell2/9/2017Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by jonpressnell2/9/2017
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas removed by jonpressnell2/9/2017
American Funds U.S. Government Money Market Fund Class R-6RAFXXwas removed by jonpressnell2/9/2017
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by jonpressnell2/9/2017
Nuveen Dividend Value Fund Class R6FFEFXwas removed by jonpressnell2/9/2017
Vanguard 500 Index Fund Investor ClassVFINXwas removed by jonpressnell2/9/2017
Oppenheimer Developing Markets Fund Class IODVIXwas removed by jonpressnell2/9/2017
Columbia Disciplined Small Core Fund Class R5CLLRXwas removed by jonpressnell2/9/2017
BlackRock Capital Appreciation Fund Institutional SharesMAFGXwas removed by jonpressnell2/9/2017
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas removed by jonpressnell2/9/2017
American Funds The New Economy Fund Class R-6RNGGXwas removed by jonpressnell2/9/2017
Dreyfus Bond Market Index Fund Class IDBIRXwas removed by jonpressnell2/9/2017
Invesco Endeavor Fund Class YATDYXwas removed by jonpressnell2/9/2017
Templeton Global Bond Fund Class R6FBNRXwas removed by jonpressnell2/9/2017
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas removed by jonpressnell2/9/2017
Templeton Global Bond Fund Class R6FBNRXwas added by jonpressnell3/2/2016
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXwas added by jonpressnell3/2/2016
Columbia Disciplined Small Core Fund Class R5CLLRXwas added by jonpressnell3/2/2016
Dreyfus Bond Market Index Fund Class IDBIRXwas added by jonpressnell3/2/2016
Vanguard 500 Index Fund Investor ClassVFINXwas added by jonpressnell3/2/2016
Oppenheimer Developing Markets Fund Class IODVIXwas added by jonpressnell3/2/2016
Nuveen Dividend Value Fund Class R6FFEFXwas added by jonpressnell3/2/2016
Invesco Endeavor Fund Class YATDYXwas added by jonpressnell3/2/2016
BlackRock Capital Appreciation Fund Institutional SharesMAFGXwas added by jonpressnell3/2/2016
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXwas added by jonpressnell3/2/2016
American Funds The New Economy Fund Class R-6RNGGXwas added by jonpressnell3/2/2016
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by jonpressnell3/2/2016
American Funds U.S. Government Money Market Fund Class R-6RAFXXwas added by jonpressnell3/2/2016
BlackRock Tactical Opportunities Fund Investor A SharesPCBAXwas added by jonpressnell3/2/2016
US Cash / Money MarketUSCASHwas added by jonpressnell3/2/2016Remove
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