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

Work 401 (k)

Send me updates


Share this plan


Plan was created by ehale911 on 1/5/2017.
Number of Followers: 2


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 
Fidelity International IndexFSPSXwas added by ehale9112/16/2021Remove
Janus Triton Fund Class NJGMNXwas added by ehale9112/16/2021Remove
Fidelity Small Cap IndexFSSNXwas added by ehale9112/16/2021Remove
Fidelity Mid Cap IndexFSMDXwas added by ehale9112/16/2021Remove
JPMorgan Equity Income Fund Class R6OIEJXwas added by ehale9112/16/2021Remove
Fidelity 500 IndexFXAIXwas added by ehale9112/16/2021Remove
AB Capital Shs -Z- Large Cap Growth FundAPGZXwas added by ehale9112/16/2021Remove
Baird Core Plus Bond Fund Class InstitutionalBCOIXwas added by ehale9112/16/2021Remove
Fidelity U.S. Bond IndexFXNAXwas added by ehale9112/16/2021Remove
Vanguard REIT Index Fund Admiral SharesVGSLXwas removed by ehale9112/16/2021
PIMCO Income Fund Institutional ClassPIMIXwas added by ehale9112/16/2021Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by ehale9112/16/2021
Vanguard Intermediate-Term Government Bond Index Fund Admiral SharesVSIGXwas removed by ehale9112/16/2021
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas removed by ehale9112/16/2021
Vanguard 500 Index Fund Admiral ClassVFIAXwas removed by ehale9112/16/2021
T. Rowe Price Personal Strategy Growth FundTRSGXwas removed by ehale9112/16/2021
Vanguard Star Fund Investor SharesVGSTXwas removed by ehale9112/16/2021
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas removed by ehale9112/16/2021
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas removed by ehale9112/16/2021
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas removed by ehale9112/16/2021
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXwas removed by ehale9112/16/2021
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas removed by ehale9112/16/2021
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXwas added by ehale9114/13/2020
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by ehale9111/11/2018
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by ehale9111/11/2018
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by ehale9111/11/2018
Vanguard Star Fund Investor SharesVGSTXwas added by ehale9111/11/2018
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by ehale9111/11/2018
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by ehale9111/11/2018
Vanguard Intermediate-Term Government Bond Index Fund Admiral SharesVSIGXwas added by ehale9111/11/2018
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXwas added by ehale9111/11/2018
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by ehale9111/11/2018
DFA Real Estate Securities Portfolio Institutional ClassDFREXwas removed by ehale9111/11/2018
T. Rowe Price Personal Strategy Growth FundTRSGXwas added by ehale9111/11/2018
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by ehale9111/11/2018
DFA T.A. U.S. Core Equity 2 Portfolio Institutional ClassDFTCXwas removed by ehale9111/11/2018
DFA International Core Equity Portfolio Institutional ClassDFIEXwas removed by ehale9111/11/2018
DFA One-Year Fixed Income Portfolio Institutional ClassDFIHXwas removed by ehale9111/11/2018
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas removed by ehale9111/11/2018
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas removed by ehale9111/11/2018
DFA Two Year Global Fixed Income Portfolio Institutional ClassDFGFXwas removed by ehale9111/11/2018
DFA International Value Portfolio Institutional ClassDFIVXwas removed by ehale9111/11/2018
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas removed by ehale9111/11/2018
DFA International Real Estate Securities Portfolio Institutional ClassDFITXwas removed by ehale9111/11/2018
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXwas removed by ehale9111/11/2018
DFA Five-Year Global Fixed Income Portfolio Institutional ClassDFGBXwas removed by ehale9111/11/2018
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas removed by ehale9111/11/2018
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas removed by ehale9111/11/2018
DFA Emerging Markets Small Cap Portfolio Institutional ClassDEMSXwas removed by ehale9111/11/2018
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas removed by ehale9111/11/2018
Dreyfus Government Cash Management Fund Institutional SharesDGCXXwas removed by ehale9111/11/2018
DFA U.S. Core Equity II Portfolio Institutional ClassDFQTXwas removed by ehale9111/11/2018
Dreyfus Government Cash Management Fund Institutional SharesDGCXXwas added by ehale9111/5/2017
DFA U.S. Core Equity II Portfolio Institutional ClassDFQTXwas added by ehale9111/5/2017
DFA Two Year Global Fixed Income Portfolio Institutional ClassDFGFXwas added by ehale9111/5/2017
DFA International Value Portfolio Institutional ClassDFIVXwas added by ehale9111/5/2017
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas added by ehale9111/5/2017
DFA International Real Estate Securities Portfolio Institutional ClassDFITXwas added by ehale9111/5/2017
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXwas added by ehale9111/5/2017
DFA Five-Year Global Fixed Income Portfolio Institutional ClassDFGBXwas added by ehale9111/5/2017
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas added by ehale9111/5/2017
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas added by ehale9111/5/2017
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by ehale9111/5/2017
DFA Emerging Markets Small Cap Portfolio Institutional ClassDEMSXwas added by ehale9111/5/2017
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXwas added by ehale9111/5/2017
DFA T.A. U.S. Core Equity 2 Portfolio Institutional ClassDFTCXwas added by ehale9111/5/2017
DFA Real Estate Securities Portfolio Institutional ClassDFREXwas added by ehale9111/5/2017
DFA One-Year Fixed Income Portfolio Institutional ClassDFIHXwas added by ehale9111/5/2017
DFA International Core Equity Portfolio Institutional ClassDFIEXwas added by ehale9111/5/2017
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXwas added by ehale9111/5/2017
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