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

Smartsheet, Inc. 401(k) P/S Plan

Send me updates


Share this plan


Plan was created by brian on 6/18/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/18/2021 10:54:05 AM
Plan is correct based off the company's 2019 form 5500 filing, except missing Fidelity Freedom 2065.

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 500 IndexFXAIXwas added by brian6/21/2021Remove
Fidelity 500 IndexFXAIXwas removed by brian6/21/2021Remove
Fidelity 500 Index Fund Institutional ClassFXSIXwas removed by brian6/18/2021
Fidelity 500 IndexFXAIXwas added by brian6/18/2021Remove
Fidelity Freedom 2050 Fund Class KFNSBXwas added by brian6/18/2021Remove
Fidelity Freedom 2055 Fund Class KFNSDXwas added by brian6/18/2021Remove
Fidelity Freedom 2060 Fund Class KFNSFXwas added by brian6/18/2021Remove
Fidelity 500 Index Fund Institutional ClassFXSIXwas added by brian6/18/2021
Fidelity Mid Cap IndexFSMDXwas added by brian6/18/2021Remove
Fidelity Small Cap IndexFSSNXwas added by brian6/18/2021Remove
Fidelity Inflation - Protected Bond IndexFIPDXwas added by brian6/18/2021Remove
Fidelity Government Money Market Fundwas added by brian6/18/2021Remove
Goldman Sachs Large Cap Value Fund Class RGSVRXwas added by brian6/18/2021Remove
Federated MDT Small Cap Growth Fund Institutional SharesQISGXwas added by brian6/18/2021Remove
Lord Abbett High Yield Fund Class ILAHYXwas added by brian6/18/2021Remove
T. Rowe Price Blue Chip Growth ITBCIXwas added by brian6/18/2021Remove
Templeton Foreign Fund Class R6FTFGXwas added by brian6/18/2021Remove
Oppenheimer International Growth Fund Class IOIGIXwas added by brian6/18/2021Remove
American Funds New World Fund Class R-6RNWGXwas added by brian6/18/2021Remove
DFA International Small Company Portfolio Institutional ClassDFISXwas added by brian6/18/2021Remove
Voya Intermediate Bond Fund Class IIICIXwas added by brian6/18/2021Remove
Wells Fargo Special Small Cap Value Fund - Class R6ESPRXwas added by brian6/18/2021Remove
Fidelity Freedom Income Class KFNSHXwas added by brian6/18/2021Remove
Fidelity Freedom 2005 Fund Class KFSNJXwas added by brian6/18/2021Remove
Fidelity Freedom 2010 Fund Class KFSNKXwas added by brian6/18/2021Remove
Fidelity Freedom 2015 Fund Class KFSNLXwas added by brian6/18/2021Remove
Fidelity Freedom 2020 Fund Class KFSNOXwas added by brian6/18/2021Remove
Fidelity Freedom 2025 Fund Class KFSNPXwas added by brian6/18/2021Remove
Fidelity Freedom 2030 Fund Class KFSNQXwas added by brian6/18/2021Remove
Fidelity Freedom 2035 Fund Class KFSNUXwas added by brian6/18/2021Remove
Fidelity Freedom 2045 Fund Class KFSNZXwas added by brian6/18/2021Remove
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