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

Lindquist Mortuaries 401(K) Profit Sharing Plan

Send me updates


Share this plan


Plan was created by Deleted User on 7/16/2015.
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 
Wells Fargo Dow Jones Target 2030 Fund - Class R4WTHRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2035 Fund - Class R4WTTRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2040 Fund - Class R4WTFRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2045 Fund - Class R4WFFRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2050 Fund - Class R4WQFRXwas added by Deleted User7/16/2015Remove
Perkins Mid Cap Value Fund Class SJMVIXwas added by Deleted User7/16/2015Remove
American Century Heritage Fund A ClassATHAXwas added by Deleted User7/16/2015Remove
Janus Triton Fund Class SJGMIXwas added by Deleted User7/16/2015Remove
American Funds New Perspective Fund Class R-3RNPCXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target Today Fund - Class R4WOTRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2015 Fund - Class R4WFSRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2020 Fund - Class R4WFLRXwas added by Deleted User7/16/2015Remove
Wells Fargo Dow Jones Target 2025 Fund - Class R4WFGRXwas added by Deleted User7/16/2015Remove
PIMCO Real Return Fund Class APRTNXwas added by Deleted User7/16/2015Remove
PIMCO Total Return Fund Class APTTAXwas added by Deleted User7/16/2015Remove
Loomis Sayles Strategic Income Fund Class ANEFZXwas added by Deleted User7/16/2015Remove
RidgeWorth Seix High Income Fund A SharesSAHIXwas added by Deleted User7/16/2015Remove
Oppenheimer International Bond Fund Class AOIBAXwas added by Deleted User7/16/2015Remove
T. Rowe Price Equity Income Fund Advisor ClassPAFDXwas added by Deleted User7/16/2015Remove
American Funds Fundamental Investors Class R-3RFNCXwas added by Deleted User7/16/2015Remove
Fidelity Small Cap Value FundFCPVXwas added by Deleted User7/16/2015Remove
Wells Fargo Growth Fund - Class InstSGRNXwas added by Deleted User7/16/2015Remove
Janus Overseas Fund Class SJIGRXwas added by Deleted User7/16/2015Remove
Oakmark International Fund Class IIOARIXwas added by Deleted User7/16/2015Remove
Oppenheimer Developing Markets Fund Class AODMAXwas added by Deleted User7/16/2015Remove
US Cash / Money MarketUSCASHwas added by Deleted User7/16/2015Remove
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