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

Taylor Companies 401(K) And Profit Sharing Plans

Send me updates


Share this plan


Plan was created by chaffinwc on 6/30/2016.
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 2060 FundTRRLXwas added by chaffinwc7/26/2018Remove
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXwas added by chaffinwc7/26/2018Remove
US Cash / Money MarketUSCASHwas removed by chaffinwc7/26/2018
Artisan Mid Cap Fund Investor ClassARTMXwas removed by chaffinwc7/26/2018
T. Rowe Price Retirement 2055 FundTRRNXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by chaffinwc6/30/2016Remove
Victory Integrity Small-Cap Value Fund Class YVSVIXwas added by chaffinwc6/30/2016Remove
Wells Fargo Special Mid Cap Value Fund - Class InstWFMIXwas added by chaffinwc6/30/2016Remove
Goldman Sachs Inflation Protected Securities Fund InstitutionalGSIPXwas added by chaffinwc6/30/2016Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement Balanced FundTRRIXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by chaffinwc6/30/2016Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by chaffinwc6/30/2016Remove
Artisan Mid Cap Fund Investor ClassARTMXwas added by chaffinwc6/30/2016
Cohen & Steers Realty Shares FundCSRSXwas added by chaffinwc6/30/2016Remove
Columbia Mid Cap Index Fund Class ZNMPAXwas added by chaffinwc6/30/2016Remove
Columbia Small Cap Index Fund Class ZNMSCXwas added by chaffinwc6/30/2016Remove
Franklin Small Cap Growth Fund Advisor ClassFSSAXwas added by chaffinwc6/30/2016Remove
JPMorgan Equity Income Fund Class R5OIERXwas added by chaffinwc6/30/2016Remove
VanEck Emerging Markets Fund Class IEMRIXwas added by chaffinwc6/30/2016Remove
US Cash / Money MarketUSCASHwas added by chaffinwc6/30/2016
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by chaffinwc6/30/2016Remove
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