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

Urology Healthcare Group 401(k) plan

Send me updates


Share this plan


Plan was created by peteparramore on 3/14/2015.
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 
American Century Mid Cap Value Fund Investor ClassACMVXwas added by peteparramore3/14/2015Remove
Metropolitan West Total Return Bond Fund Class MMWTRXwas added by peteparramore3/14/2015Remove
PIMCO Total Return Fund Class APTTAXwas removed by peteparramore3/14/2015
Columbia Select Large Cap Growth Fund Class AELGAXwas removed by peteparramore3/14/2015
First Eagle Overseas Fund Class ASGOVXwas removed by peteparramore3/14/2015
Prudential Jennison Growth Fund Class APJFAXwas removed by peteparramore3/14/2015
Transamerica Partners Mid Value FundDVMVXwas removed by peteparramore3/14/2015
Prudential Jennison Growth Fund Class APJFAXwas added by peteparramore3/14/2015
Transamerica Partners Mid Value FundDVMVXwas added by peteparramore3/14/2015
American Funds EuroPacific Growth Fund Class R-4REREXwas added by peteparramore3/14/2015Remove
BlackRock Large Cap Index Fund Investor A SharesBRGAXwas added by peteparramore3/14/2015Remove
Columbia Select Large Cap Growth Fund Class AELGAXwas added by peteparramore3/14/2015
Columbia Small Cap Value Fund II Class ZNSVAXwas added by peteparramore3/14/2015Remove
First Eagle Overseas Fund Class ASGOVXwas added by peteparramore3/14/2015
JPMorgan Small Cap Equity Fund Class AVSEAXwas added by peteparramore3/14/2015Remove
JPMorgan U.S. Large Cap Core Plus Fund Class A SharesJLCAXwas added by peteparramore3/14/2015Remove
Nuveen Mid Cap Growth Opportunities Fund Class AFRSLXwas added by peteparramore3/14/2015Remove
US Cash / Money MarketUSCASHwas added by peteparramore3/14/2015Remove
PIMCO Total Return Fund Class APTTAXwas added by peteparramore3/14/2015
Prudential Short-Term Corporate Bond Fund Class APBSMXwas added by peteparramore3/14/2015Remove
AllianzGI NFJ Dividend Value Fund Class APNEAXwas added by peteparramore3/14/2015Remove
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