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

Surveymonkey 401(K) Plan

Send me updates


Share this plan


Plan was created by taracwong on 4/15/2019.
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 
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by bmurphy4/15/2019Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas removed by bmurphy4/15/2019Remove
Vanguard Div Apprec Idx Admwas added by bmurphy4/15/2019Remove
JPMorgan Mid Cap Value R6was added by bmurphy4/15/2019Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by taracwong4/15/2019Remove
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXwas added by taracwong4/15/2019Remove
Dodge & Cox International Stock FundDODFXwas added by taracwong4/15/2019Remove
Fidelity International IndexFSPSXwas added by taracwong4/15/2019Remove
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXwas added by taracwong4/15/2019Remove
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by taracwong4/15/2019Remove
DFA Commodity Strategy Portfolio Institutional Class SharesDCMSXwas added by taracwong4/15/2019Remove
Vanguard Federal Money Market Fund Investor SharesVMFXXwas added by taracwong4/15/2019Remove
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by taracwong4/15/2019Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by taracwong4/15/2019Remove
Pax Balanced Fund Class InstitutionalPAXIXwas added by taracwong4/15/2019Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by taracwong4/15/2019Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by taracwong4/15/2019Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by taracwong4/15/2019Remove
Vanguard PRIMECAP Core Fund Investor SharesVPCCXwas added by taracwong4/15/2019Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by taracwong4/15/2019Remove
Fidelity Extended Market IndexFSMAXwas added by taracwong4/15/2019Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by taracwong4/15/2019Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by taracwong4/15/2019Remove
US Cash / Money MarketUSCASHwas added by taracwong4/15/2019Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by taracwong4/15/2019Remove
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