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

Steel Dynamics, Inc. Profit Sharing And Retirement Savings Plan

Send me updates


Share this plan


Plan was created by scott.phillips on 11/14/2013.
Number of Followers: 6


COMMENTS plan comments help
comment plan brian 8/6/2020 4:11:39 PM
Using Fidelity Freedom funds to proxy the PIMCO RealPath retirement funds. Fidelity Freedom fund glidepaths are very similar to those of PIMCO.

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 
iShares Russell 3000 ETFIWVwas removed by brian8/6/2020
iShares Russell 3000 ETFIWVwas added by brian8/6/2020
PIMCO RealPath 2060 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2055 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2050 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2045 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2040 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2035 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2030 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2025 Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath Income Fund Institutional Classwas added by brian8/6/2020Remove
PIMCO RealPath 2020 Fund Institutional ClassPRWIXwas removed by brian8/6/2020
PIMCO RealPath 2025 Fund Institutional ClassPENTXwas removed by brian8/6/2020
PIMCO RealPath 2030 Fund Institutional ClassPRLIXwas removed by brian8/6/2020
PIMCO RealPath 2035 Fund Institutional ClassPIVIXwas removed by brian8/6/2020
PIMCO RealPath 2040 Fund Institutional ClassPROIXwas removed by brian8/6/2020
PIMCO RealPath 2045 Fund Institutional ClassPFZIXwas removed by brian8/6/2020
PIMCO RealPath 2050 Fund Institutional ClassPRMIXwas removed by brian8/6/2020
PIMCO RealPath Income Fund Institutional ClassPRIEXwas removed by brian8/6/2020
Principal Diversified Real Asset Fund Institutional ClassPDRDXwas added by brian8/6/2020Remove
BlackRock Strategic Income Opportunities Portfolio Institutional SharesBSIIXwas removed by brian8/6/2020
PIMCO RealPath Income Fund Institutional ClassPRIEXwas added by brian8/5/2020
PIMCO RealPath 2050 Fund Institutional ClassPRMIXwas added by brian8/5/2020
PIMCO RealPath 2045 Fund Institutional ClassPFZIXwas added by brian8/5/2020
PIMCO RealPath 2040 Fund Institutional ClassPROIXwas added by brian8/5/2020
PIMCO RealPath 2035 Fund Institutional ClassPIVIXwas added by brian8/5/2020
PIMCO RealPath 2030 Fund Institutional ClassPRLIXwas added by brian8/5/2020
PIMCO RealPath 2025 Fund Institutional ClassPENTXwas added by brian8/5/2020
PIMCO RealPath 2020 Fund Institutional ClassPRWIXwas added by brian8/5/2020
Dodge & Cox Income FundDODIXwas added by bmurphy1/21/2019Remove
T. Rowe Price New Income FundPRCIXwas removed by bmurphy1/21/2019
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was added by bmurphy1/3/2018Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was removed by bmurphy1/3/2018Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was added by bmurphy1/3/2018Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was removed by bmurphy1/3/2018Remove
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXwas removed by bmurphy1/3/2018
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was added by bmurphy1/3/2018Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was removed by bmurphy1/3/2018Remove
Wilmington BlackRock Russell 1000 Value Index Fund (Class R)was added by bmurphy1/3/2018Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas added by bmurphy1/6/2017Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was added by bmurphy1/6/2017Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was removed by bmurphy1/6/2017Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)was added by bmurphy1/6/2017Remove
BlackRock Equity Index Fundwas added by bmurphy1/6/2017Remove
BlackRock Strategic Income Opportunities Portfolio Institutional SharesBSIIXwas added by bmurphy1/6/2017
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXwas added by bmurphy1/5/2017Remove
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas removed by bmurphy1/5/2017
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas added by scott.phillips12/29/2015
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas removed by scott.phillips12/29/2015
Vanguard REIT Index Fund Institutional SharesVGSNXwas removed by scott.phillips12/29/2015
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas added by scott.phillips1/1/2015
T. Rowe Price New Income FundPRCIXwas added by scott.phillips1/1/2015
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by scott.phillips1/1/2015Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by scott.phillips1/1/2015
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by scott.phillips11/19/2013Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas removed by scott.phillips11/19/2013
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by scott.phillips11/19/2013
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by scott.phillips11/19/2013Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas removed by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by scott.phillips11/19/2013Remove
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by scott.phillips11/19/2013Remove
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas added by scott.phillips11/19/2013Remove
T. Rowe Price New Income FundPRCIXwas removed by scott.phillips11/19/2013
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXwas added by scott.phillips11/19/2013
Vanguard REIT Index Fund Institutional SharesVGSNXwas removed by scott.phillips11/19/2013
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas removed by scott.phillips11/19/2013Remove
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas removed by scott.phillips11/19/2013
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas added by scott.phillips11/19/2013
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas removed by scott.phillips11/19/2013Remove
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas removed by scott.phillips11/19/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas removed by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas removed by scott.phillips11/19/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas added by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by scott.phillips11/19/2013Remove
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas removed by scott.phillips11/19/2013
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas removed by scott.phillips11/19/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas removed by scott.phillips11/19/2013Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by scott.phillips11/19/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas added by scott.phillips11/19/2013Remove
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas removed by scott.phillips11/19/2013
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXwas removed by scott.phillips11/19/2013
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas removed by scott.phillips11/19/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas added by scott.phillips11/19/2013Remove
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXwas removed by scott.phillips11/19/2013
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas removed by scott.phillips11/19/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas removed by scott.phillips11/19/2013Remove
American Beacon Stephens Small Cap Growth Fund Institutional ClassSTSIXwas added by scott.phillips11/15/2013
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas added by scott.phillips11/14/2013
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas added by scott.phillips11/14/2013Remove
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by scott.phillips11/14/2013Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by scott.phillips11/14/2013Remove
Vanguard Russell 2000 Value Index Fund Institutional SharesVRTVXwas added by scott.phillips11/14/2013Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by scott.phillips11/14/2013
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by scott.phillips11/14/2013Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by scott.phillips11/14/2013Remove
T. Rowe Price New Income FundPRCIXwas added by scott.phillips11/14/2013
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXwas added by scott.phillips11/14/2013
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXwas added by scott.phillips11/14/2013
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