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

Ortholink 401(K) Plan

Send me updates


Share this plan


Plan was created by AK on 12/25/2014.
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 
T. Rowe Price Retirement 2055 FundTRRNXwas added by AK12/25/2014Remove
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by AK12/25/2014Remove
John Hancock Funds Alternative Asset Allocation Fund Class R6JAARXwas added by AK12/25/2014Remove
American Funds The Income Fund of America Class R-6RIDGXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by AK12/25/2014Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by AK12/25/2014Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by AK12/25/2014Remove
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXwas added by AK12/25/2014Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by AK12/25/2014Remove
Columbia Acorn Fund Class R5 SharesCRBRXwas added by AK12/25/2014Remove
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by AK12/25/2014Remove
LKCM Small Capital Equity Fund Class InstitutionalLKSCXwas added by AK12/25/2014Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by AK12/25/2014Remove
Vanguard FTSE All-World ex-US Index Fund Admiral SharesVFWAXwas added by AK12/25/2014Remove
US Cash / Money MarketUSCASHwas added by AK12/25/2014Remove
Baird Core Plus Bond Fund Class InstitutionalBCOIXwas added by AK12/25/2014Remove
Dreyfus International Bond Fund Class IDIBRXwas added by AK12/25/2014Remove
MFS Value Fund Class R6MEIKXwas added by AK12/25/2014Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by AK12/25/2014Remove
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