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

Premier Health

Send me updates


Share this plan


Plan was created by kshew97 on 11/24/2018.
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 
Dodge & Cox International Stock FundDODFXwas added by kshew9711/24/2018Remove
Dodge & Cox Income FundDODIXwas added by kshew9711/24/2018Remove
Loomis Sayles Bond Fund Admin ClassLBFAXwas added by kshew9711/24/2018Remove
Loomis Sayles Core Plus Bond Fund Class ANEFRXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2060 Fund Advisor ClassTRRYXwas added by kshew9711/24/2018Remove
American Funds EuroPacific Growth Fund Class R-3RERCXwas added by kshew9711/24/2018Remove
American Funds New World Fund Class R-3RNWCXwas added by kshew9711/24/2018Remove
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXwas added by kshew9711/24/2018Remove
T. Rowe Price Real Estate FundTRREXwas added by kshew9711/24/2018Remove
Delaware Small Cap Value Fund Institutional ClassDEVIXwas added by kshew9711/24/2018Remove
Prudential Jennison Small Company Fund Class APGOAXwas added by kshew9711/24/2018Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by kshew9711/24/2018Remove
The Hartford MidCap Fund Class YHMDYXwas added by kshew9711/24/2018Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXwas added by kshew9711/24/2018Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by kshew9711/24/2018Remove
Columbia Large Cap Index Fund Class ZNINDXwas added by kshew9711/24/2018Remove
Dodge & Cox Stock FundDODGXwas added by kshew9711/24/2018Remove
Parnassus Core Equity Fund - Investor SharesPRBLXwas added by kshew9711/24/2018Remove
T. Rowe Price Blue Chip Growth Fund Advisor ClassPABGXwas added by kshew9711/24/2018Remove
Oakmark Equity And Income Fund Class IIOARBXwas added by kshew9711/24/2018Remove
US Cash / Money MarketUSCASHwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2005 Fund Advisor ClassPARGXwas added by kshew9711/24/2018Remove
T. Rowe Price Retirement 2010 Fund Advisor ClassPARAXwas added by kshew9711/24/2018Remove
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