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

Aurora Health Care, Inc. Incentive Savings Plan

Send me updates


Share this plan


Plan was created by wjg01270 on 2/9/2014.
Number of Followers: 4


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 
William Blair Small Cap Value Fund Class IBVDIXwas removed by wjg012701/17/2020
American Independence U.S. Inflation-Protected Fund Institutional ClassFFIHXwas removed by wjg012701/17/2020
Baird MidCap Fund Institutional ClassBMDIXwas removed by wjg012701/17/2020
Templeton Institutional Foreign Smaller Companies Series AdvisorTFSCXwas removed by wjg012701/17/2020
Oppenheimer Developing Markets Fund Class IODVIXwas removed by wjg012701/17/2020
American Funds American Balanced Fund Class R-5RLBFXwas removed by wjg012701/17/2020
PIMCO All Asset Fund Institutional ClassPAAIXwas removed by wjg012701/17/2020
Vanguard Treasury Money Market Fund Investor SharesVUSXXwas removed by wjg012701/17/2020
Baird Aggregate Bond Fund Class InstitutionalBAGIXwas removed by wjg012701/17/2020
Lord Abbett Invt Tr Shs -R6- High Yield FundLHYVXwas removed by wjg012701/17/2020
Dreyfus Government Cash Management Fund Institutional SharesDGCXXwas added by wjg012701/17/2020Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by wjg012701/17/2020Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by wjg012701/17/2020Remove
Baird Core Plus Bond Fund Class InstitutionalBCOIXwas added by wjg012701/17/2020Remove
Principal Diversified Real Asset Fund Class APRDAXwas added by wjg012701/17/2020Remove
Vanguard Balanced Index Fund Institutional SharesVBAIXwas added by wjg012701/17/2020Remove
Principal Diversified Real Asset Fund Institutional ClassPDRDXwas added by wjg012701/17/2020Remove
Vanguard Total Stock Market Index Fund Investor SharesVTSMXwas added by wjg012701/17/2020Remove
T. Rowe Price Institutional Large Cap Growth FundTRLGXwas added by wjg012701/17/2020Remove
Neuberger Berman Socially Responsive Fund Investor ClassNBSRXwas added by wjg012701/17/2020Remove
Dodge & Cox Stock FundDODGXwas added by wjg012701/17/2020Remove
William Blair Small-Mid Cap Growth Fund Class IWSMDXwas added by wjg012701/17/2020Remove
DFA Global Real Estate Securities PortfolioDFGEXwas added by wjg012701/17/2020Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas removed by wjg012701/17/2020
Vanguard Total International Stock Index Fund Investor SharesVGTSXwas added by wjg012701/17/2020Remove
Oppenheimer Developing Markets Fund Class RODVNXwas removed by wjg012701/17/2020
Oppenheimer Developing Markets Fund Class RODVNXwas added by wjg012701/17/2020
Dodge & Cox International Stock FundDODFXwas added by wjg012701/17/2020Remove
Vanguard REIT ETFVNQwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by wjg012701/17/2020Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by wjg012701/17/2020Remove
Fidelity Puritan Fund Class KFPUKXwas added by wjg012701/17/2020Remove
Vanguard Developed Markets Index Fund Institutional Plus SharesVDMPXwas added by wjg012708/20/2018Remove
Lord Abbett High Yield Fund Class ILAHYXwas removed by wjg012708/20/2018
Lord Abbett Invt Tr Shs -R6- High Yield FundLHYVXwas added by wjg012708/20/2018
Baird Aggregate Bond Fund Class InstitutionalBAGIXwas added by wjg012708/20/2018
Vanguard Treasury Money Market Fund Investor SharesVUSXXwas added by wjg012708/20/2018
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas removed by wjg012708/20/2018
Ivy High Income Fund Class IIVHIXwas removed by wjg012708/20/2018
Harbor International Fund Institutional ClassHAINXwas removed by wjg012708/20/2018
JPMorgan Core Bond Fund Class R6JCBUXwas removed by wjg012708/20/2018
American Century Value Fund Institutional ClassAVLIXwas removed by wjg012708/20/2018
Lord Abbett High Yield Fund Class ILAHYXwas added by wjg012707/16/2015
Baird MidCap Fund Institutional ClassBMDIXwas added by wjg012702/9/2014
PIMCO All Asset Fund Institutional ClassPAAIXwas added by wjg012702/9/2014
American Funds American Balanced Fund Class R-5RLBFXwas added by wjg012702/9/2014
Oppenheimer Developing Markets Fund Class IODVIXwas added by wjg012702/9/2014
Harbor International Fund Institutional ClassHAINXwas added by wjg012702/9/2014
Templeton Institutional Foreign Smaller Companies Series AdvisorTFSCXwas added by wjg012702/9/2014
Ivy High Income Fund Class IIVHIXwas added by wjg012702/9/2014
American Independence U.S. Inflation-Protected Fund Institutional ClassFFIHXwas added by wjg012702/9/2014
JPMorgan Core Bond Fund Class R6JCBUXwas added by wjg012702/9/2014
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas added by wjg012702/9/2014
William Blair Small Cap Value Fund Class IBVDIXwas added by wjg012702/9/2014
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas added by wjg012702/9/2014
American Century Value Fund Institutional ClassAVLIXwas added by wjg012702/9/2014
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