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

Falconwood, Inc. 401K Profit Sharing Plan And Tr

Send me updates


Share this plan


Plan was created by atgoodwin on 11/4/2015.
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 
Oppenheimer Limited-Term Bond Fund Class AOUSGXwas added by atgoodwin11/4/2015Remove
PIMCO Real Return Fund Class APRTNXwas added by atgoodwin11/4/2015Remove
Prudential Jennison Mid Cap Growth Fund Class APEEAXwas added by atgoodwin11/4/2015Remove
Putnam Capital Opportunities Fund Class RPCORXwas added by atgoodwin11/4/2015Remove
Rydex NASDAQ-100 Fund Class ARYATXwas added by atgoodwin11/4/2015Remove
Touchstone Mid Cap Fund Class ATMAPXwas added by atgoodwin11/4/2015Remove
BlackRock International Opportunities Portfolio Investor A SharesBREAXwas added by atgoodwin11/4/2015Remove
Invesco Select Companies Fund Class RATIRXwas added by atgoodwin11/4/2015Remove
Invesco Comstock Fund Class RACSRXwas added by atgoodwin11/4/2015Remove
Ivy Asset Strategy Fund Class AWASAXwas added by atgoodwin11/4/2015Remove
MainStay High Yield Corporate Bond Fund Class R2MHYRXwas added by atgoodwin11/4/2015Remove
MFS Value Fund Class AMEIAXwas added by atgoodwin11/4/2015Remove
Morgan Stanley Liquid Asset FundDWLXXwas added by atgoodwin11/4/2015Remove
Nuveen Real Estate Securities Fund Class AFREAXwas added by atgoodwin11/4/2015Remove
Nuveen Strategy Growth Allocation AFAGSXwas added by atgoodwin11/4/2015Remove
American Century Global Gold Fund A ClassACGGXwas added by atgoodwin11/4/2015Remove
American Funds Capital World Bond Fund Class R-3RCWCXwas added by atgoodwin11/4/2015Remove
American Funds EuroPacific Growth Fund Class R-3RERCXwas added by atgoodwin11/4/2015Remove
American Funds The Growth Fund of America Class R-3RGACXwas added by atgoodwin11/4/2015Remove
American Funds American Mutual Fund Class R-3RMFCXwas added by atgoodwin11/4/2015Remove
AllianzGI Focused Growth Fund Class APGWAXwas added by atgoodwin11/4/2015Remove
American Funds American Balanced Fund Class R-3RLBCXwas added by atgoodwin11/4/2015Remove
American Century Investments One Choice 2020 Portfolio A ClassARBMXwas added by atgoodwin11/4/2015Remove
American Century Investments One Choice 2025 Portfolio R ClassARWRXwas added by atgoodwin11/4/2015Remove
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