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

Nch Healthcare System, Inc. 401(K) Plan

Send me updates


Share this plan


Plan was created by rxgeno03 on 3/12/2015.
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 
Loomis Sayles Global Equity and Income Fund Class YLSWWXwas added by rxgeno034/11/2015Remove
John Hancock Income Fund Class AJHFIXwas added by rxgeno034/11/2015Remove
Sterling Capital Equity Income Fund Institutional SharesBEGIXwas added by rxgeno034/11/2015Remove
Miller Convertible Bond Fund Class IMCIFXwas added by rxgeno034/11/2015Remove
Intrepid Capital Fund Institutional ClassICMVXwas added by rxgeno034/11/2015Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by rxgeno034/11/2015Remove
PIMCO Income Fund Institutional ClassPIMIXwas added by rxgeno034/11/2015Remove
Vanguard Extended Market ETFVXFwas added by rxgeno034/11/2015Remove
Vanguard Wellesley Income Fund Investor SharesVWINXwas added by rxgeno034/11/2015Remove
Westwood Income Opportunity Fund Institutional ClassWHGIXwas added by rxgeno034/11/2015Remove
JPMorgan Chase & Co.JPMwas added by rxgeno034/11/2015Remove
Vanguard Dividend Appreciation ETFVIGwas added by rxgeno034/11/2015Remove
T. Rowe Price Capital Appreciation FundPRWCXwas added by rxgeno034/11/2015Remove
FMI Large Cap FundFMIHXwas added by rxgeno034/11/2015Remove
TIAA-CREF Real Estate Securities Fund Retail ClassTCREXwas added by rxgeno034/11/2015Remove
Vanguard Total Stock Market ETFVTIwas added by rxgeno034/11/2015Remove
SPDR S&P 500 ETF TrustSPYwas added by rxgeno034/11/2015Remove
First Trust Value Line Dividend Index FundFVDwas added by rxgeno034/11/2015Remove
Sterling Capital Special Opportunities Fund Institutional SharesBOPIXwas added by rxgeno034/11/2015Remove
PowerShares S&P 500 Low Volatility PortfolioSPLVwas added by rxgeno034/11/2015Remove
Powershares QQQ Trust Series 1QQQwas added by rxgeno034/11/2015Remove
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas added by rxgeno034/11/2015Remove
Strategic Advisers Income Opportunities FundFPIOXwas added by rxgeno034/11/2015Remove
Strategic Advisers Value FundFVSAXwas added by rxgeno034/11/2015Remove
The Merger Fund Investor ClassMERFXwas added by rxgeno034/1/2015Remove
Templeton Global Bond Fund Class ATPINXwas added by rxgeno034/1/2015Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by rxgeno034/1/2015Remove
Fidelity Total Bond FundFTBFXwas added by rxgeno034/1/2015Remove
Fidelity Small Cap Index Fund Premium ClassFSSVXwas added by rxgeno034/1/2015
Fidelity 500 Index Fund Premium ClassFUSVXwas added by rxgeno034/1/2015
Strategic Advisers Growth FundFSGFXwas added by rxgeno034/1/2015Remove
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by rxgeno034/1/2015
Strategic Advisers Small-Mid Cap FundFSCFXwas added by rxgeno034/1/2015Remove
Strategic Advisers Emerging Markets FundFSAMXwas added by rxgeno034/1/2015Remove
Strategic Advisers Core Income FundFPCIXwas added by rxgeno034/1/2015Remove
Strategic Advisers International FundFILFXwas added by rxgeno034/1/2015Remove
Strategic Advisers Core FundFCSAXwas added by rxgeno034/1/2015Remove
Strategic Advisers Short Duration FundFAUDXwas added by rxgeno034/1/2015Remove
Cohen & Steers Realty Shares FundCSRSXwas added by rxgeno034/1/2015Remove
Arden Alternative Strategies IARDNXwas added by rxgeno034/1/2015Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by rxgeno033/22/2015Remove
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by rxgeno033/22/2015Remove
Vanguard Health Care Fund Investor SharesVGHCXwas added by rxgeno033/22/2015Remove
Vanguard International Growth Fund Investor SharesVWIGXwas added by rxgeno033/22/2015Remove
Vanguard Total International Bond Index Fund Admiral SharesVTABXwas added by rxgeno033/22/2015Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by rxgeno033/22/2015Remove
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXwas added by rxgeno033/22/2015Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by rxgeno033/22/2015Remove
Vanguard Short-Term Investment-Grade Fund Investor SharesVFSTXwas added by rxgeno033/22/2015Remove
Vanguard Explorer Value Fund Investor SharesVEVFXwas added by rxgeno033/22/2015Remove
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by rxgeno033/22/2015Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by rxgeno033/22/2015Remove
Vantagepoint Select Value InvestorVPSVXwas added by rxgeno033/22/2015Remove
Vanguard PRIMECAP Fund Investor SharesVPMCXwas added by rxgeno033/22/2015Remove
Vanguard Total Stock Market Index Fund Investor SharesVTSMXwas added by rxgeno033/22/2015Remove
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXwas added by rxgeno033/22/2015Remove
Vanguard Dividend Growth Fund Investor SharesVDIGXwas added by rxgeno033/22/2015Remove
Vanguard Equity-Income Fund Investor SharesVEIPXwas added by rxgeno033/22/2015Remove
Fidelity Mega Cap Stock FundFGRTXwas added by rxgeno033/12/2015Remove
Fidelity Leveraged Company Stock Fund Class KFLCKXwas added by rxgeno033/12/2015Remove
Fidelity Total Market Index Fund Premium ClassFSTVXwas added by rxgeno033/12/2015
Fidelity Balanced Fund Class KFBAKXwas added by rxgeno033/12/2015Remove
Fidelity Small Cap Discovery FundFSCRXwas added by rxgeno033/12/2015Remove
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by rxgeno033/12/2015Remove
MFS Massachusetts Investors Trust Class R3MITHXwas added by rxgeno033/12/2015Remove
Fidelity Freedom K 2030 FundFFKEXwas added by rxgeno033/12/2015
Invesco Diversified Dividend Fund Investor ClassLCEIXwas added by rxgeno033/12/2015Remove
Fidelity Select Health Care PortfolioFSPHXwas added by rxgeno033/12/2015Remove
Fidelity Contrafund FundFCNTXwas added by rxgeno033/12/2015Remove
Fidelity Balanced FundFBALXwas added by rxgeno033/12/2015Remove
Fidelity Real Estate Investment PortfolioFRESXwas added by rxgeno033/12/2015Remove
Fidelity 500 Index Fund Investor ClassFUSEXwas added by rxgeno033/12/2015
US Cash / Money MarketUSCASHwas added by rxgeno033/12/2015Remove
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