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

Charter Communications, Inc. 401k Plan

Send me updates


Share this plan


Plan was created by kivalia on 4/24/2012.
Number of Followers: 12


COMMENTS plan comments help
comment plan brian 7/16/2021 10:44:12 AM
Plan has been updated based on company's 2019 form 5500 filing. Missing JPM SmartRetirement 2060 fund.

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 Federal Money Market Fundwas added by brian7/16/2021Remove
Vanguard Federal Money Market Fundwas removed by brian7/16/2021Remove
State Street U.S. Bond Index Kwas added by brian7/16/2021Remove
State Street S&P 500 Index Kwas added by brian7/16/2021Remove
State Street Russell Small/Mid Cap Equity Index Kwas added by brian7/16/2021Remove
State Street Global ex-US Indexwas added by brian7/16/2021Remove
Templeton International Equity Fundwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXwas added by brian7/16/2021Remove
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXwas added by brian7/16/2021Remove
Fidelity Growth CompanyFDGRXwas removed by brian7/16/2021
Fidelity Diversified International Fund Class KFDIKXwas removed by brian7/16/2021
Fidelity Freedom Income FundFFFAXwas removed by brian7/16/2021
Fidelity Low-Priced Stock Fund Class KFLPKXwas removed by brian7/16/2021
Fidelity Freedom 2005 FundFFFVXwas removed by brian7/16/2021
Fidelity Freedom 2010 FundFFFCXwas removed by brian7/16/2021
Wasatch Small Cap Growth Fund Investor ClassWAAEXwas removed by brian7/16/2021
Royce Smaller-Companies Growth Fund Service ClassRYVPXwas removed by brian7/16/2021
VY Columbia Contrarian Core Portfolio Class AISBAXwas removed by brian7/16/2021
Fidelity Balanced FundFBALXwas removed by brian7/16/2021
Fidelity Freedom 2055 FundFDEEXwas removed by brian7/16/2021
Fidelity Freedom 2050 FundFFFHXwas removed by brian7/16/2021
Fidelity Freedom 2045 FundFFFGXwas removed by brian7/16/2021
Fidelity Freedom 2040 FundFFFFXwas removed by brian7/16/2021
Fidelity Freedom 2035 FundFFTHXwas removed by brian7/16/2021
Fidelity Freedom 2030 FundFFFEXwas removed by brian7/16/2021
Fidelity Freedom 2025 FundFFTWXwas removed by brian7/16/2021
Fidelity Freedom 2020 FundFFFDXwas removed by brian7/16/2021
Fidelity Freedom 2015 FundFFVFXwas removed by brian7/16/2021
State Street Equity 500 Index Ksssyxwas removed by brian3/22/2020
State Street Equity 500 Index Ksssyxwas added by brian3/22/2020
State Street Equity 500 Index Ksssyxwas removed by evpareja3/21/2020
State Street Equity 500 Index Ksssyxwas added by evpareja3/21/2020
Fidelity Freedom 2000FFFBXwas removed by rafa6/10/2018
Wasatch Small Cap Growth Fund Investor ClassWAAEXwas added by kivalia4/24/2012
Royce Smaller-Companies Growth Fund Service ClassRYVPXwas added by kivalia4/24/2012
VY Columbia Contrarian Core Portfolio Class AISBAXwas added by kivalia4/24/2012
Fidelity Balanced FundFBALXwas added by kivalia4/24/2012
Fidelity Freedom 2055 FundFDEEXwas added by kivalia4/24/2012
Fidelity Freedom 2050 FundFFFHXwas added by kivalia4/24/2012
Fidelity Freedom 2045 FundFFFGXwas added by kivalia4/24/2012
Fidelity Freedom 2040 FundFFFFXwas added by kivalia4/24/2012
Fidelity Freedom 2030 FundFFFEXwas added by kivalia4/24/2012
Fidelity Freedom 2025 FundFFTWXwas added by kivalia4/24/2012
Fidelity Freedom 2020 FundFFFDXwas added by kivalia4/24/2012
Fidelity Freedom 2015 FundFFVFXwas added by kivalia4/24/2012
Fidelity Freedom 2035 FundFFTHXwas added by kivalia4/24/2012
Fidelity Freedom 2000FFFBXwas added by kivalia4/24/2012
Fidelity Freedom 2010 FundFFFCXwas added by kivalia4/24/2012
Fidelity Freedom 2005 FundFFFVXwas added by kivalia4/24/2012
Fidelity Freedom Income FundFFFAXwas added by kivalia4/24/2012
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by kivalia4/24/2012
Fidelity 500 Index Fund Institutional ClassFXSIXwas added by kivalia4/24/2012
Fidelity Growth CompanyFDGRXwas added by kivalia4/24/2012
Fidelity Diversified International Fund Class KFDIKXwas added by kivalia4/24/2012
Vanguard Federal Money Market Fundwas added by kivalia4/24/2012Remove
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