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

GZA 401k

Send me updates


Share this plan


Plan was created by scottollerhead on 3/28/2016.
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 
MFS Value Fund Class R4MEIJXwas added by scottollerhead3/28/2016Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by scottollerhead3/28/2016Remove
PIMCO Total Return Fund Class BPTTBXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2055 Portfolio Institutional ClassARENXwas added by scottollerhead3/28/2016Remove
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by scottollerhead3/28/2016Remove
Columbia Acorn International Fund Class R5CAIRXwas added by scottollerhead3/28/2016Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by scottollerhead3/28/2016Remove
JPMorgan Small Cap Equity Fund Class R5JSERXwas added by scottollerhead3/28/2016Remove
Principal MidCap Fund R-5 ClassPMBPXwas added by scottollerhead3/28/2016Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by scottollerhead3/28/2016Remove
JPMorgan Disciplined Equity Fund Class R6JDEUXwas added by scottollerhead3/28/2016Remove
JPMorgan Large Cap Growth Fund Class R6JLGMXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2020 Portfolio Institutional ClassARBSXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2025 Portfolio Institutional ClassARWFXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2030 Portfolio Institutional ClassARCSXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2035 Portfolio Institutional ClassARLIXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2040 Portfolio Institutional ClassARDSXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2045 Portfolio Institutional ClassAOOIXwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice 2050 Portfolio Institutional ClassARFSXwas added by scottollerhead3/28/2016Remove
US Cash / Money MarketUSCASHwas added by scottollerhead3/28/2016Remove
American Century Investments One Choice In Retirement Portfolio Institutional ClassATTIXwas added by scottollerhead3/28/2016Remove
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