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

Compass Group Retirement Plan

Send me updates


Share this plan


Plan was created by brian on 6/10/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/10/2021 10:04:05 PM
Plan is correct based on company's 2019 5500 form filing.

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 
American Beacon Small Cap Value Fund Class InstitutionalAVFIXwas added by brian6/10/2021Remove
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by brian6/10/2021Remove
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by brian6/10/2021Remove
Dodge & Cox Stock FundDODGXwas added by brian6/10/2021Remove
Meridian Small Cap Growth Fund A ClassMSGAXwas added by brian6/10/2021Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by brian6/10/2021Remove
DE Investments Large Cap Growthwas added by brian6/10/2021Remove
Blackrock MSCI ACW ex-U.S. Index Non-Lendingwas added by brian6/10/2021Remove
BlackRock Inst. Russell 2500 Indexwas added by brian6/10/2021Remove
BlackRock Instl. U.S. Debt Index Fund Non-Lendingwas added by brian6/10/2021Remove
Wells Fargo Stable Value Fund Nwas added by brian6/10/2021Remove
BlackRock Institutional Equity Index Fund was added by brian6/10/2021Remove
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