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

FBi 401k Plan

Send me updates


Share this plan


Plan was created by crosenthal on 10/22/2013.
Number of Followers: 3


COMMENTS plan comments help
comment plan bmurphy 1/18/2016 6:29:40 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.

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 Equity Dividend Fund Institutional SharesMADVXwas added by bmurphy3/8/2016Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas removed by bmurphy3/8/2016Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by bmurphy1/18/2016Remove
Vanguard Extended Market Index Fund Signal SharesVEMSXwas removed by bmurphy1/18/2016
BlackRock High Yield Bond Portfolio Institutional SharesBHYIXwas added by crosenthal10/22/2013Remove
Templeton Global Bond Fund Class ATPINXwas added by crosenthal10/22/2013Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by crosenthal10/22/2013Remove
Metropolitan West Low Duration Bond Fund Class MMWLDXwas added by crosenthal10/22/2013Remove
Harbor Capital Appreciation Fund Investor ClassHCAIXwas added by crosenthal10/22/2013Remove
Harbor International Fund Institutional ClassHAINXwas added by crosenthal10/22/2013Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by crosenthal10/22/2013Remove
AMG Managers Fairpointe Mid Cap Fund Class NCHTTXwas added by crosenthal10/22/2013Remove
T. Rowe Price Small-Cap Stock FundOTCFXwas added by crosenthal10/22/2013Remove
Dodge & Cox Balanced FundDODBXwas added by crosenthal10/22/2013Remove
Goldman Sachs Satellite Strategies Portfolio Institutional SharesGXSIXwas added by crosenthal10/22/2013Remove
Cohen & Steers Realty Shares FundCSRSXwas added by crosenthal10/22/2013Remove
US Cash / Money MarketUSCASHwas added by crosenthal10/22/2013Remove
BlackRock Equity Dividend Fund Institutional SharesMADVXwas added by crosenthal10/22/2013Remove
Vanguard Extended Market Index Fund Signal SharesVEMSXwas added by crosenthal10/22/2013
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