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

Square 401(k) Plan

Send me updates


Share this plan


Plan was created by brian on 6/5/2021.
Number of Followers: 1


COMMENTS plan comments help
comment plan brian 6/5/2021 3:00:41 PM
Plan is exactly correct based on 2019 5500 filing, except we're proxying JP Morgan Emerging Market R6, with JP Morgan Emerging Market I.

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 2005 FundTRRFXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2040 FundTRRDXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2055 FundTRRNXwas added by brian6/5/2021Remove
T. Rowe Price Retirement 2060 FundTRRLXwas added by brian6/5/2021Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by brian6/5/2021Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by brian6/5/2021Remove
Fidelity Contrafund K6FLCNXwas added by brian6/5/2021Remove
Janus Triton Fund Class NJGMNXwas added by brian6/5/2021Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by brian6/5/2021Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by brian6/5/2021Remove
Western Asset Core Bond Fund Class IWATFXwas added by brian6/5/2021Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by brian6/5/2021Remove
Vanguard Selected Value Fund Investor SharesVASVXwas added by brian6/5/2021Remove
JPMorgan Emerging Markets Equity Fund Select ClassJEMSXwas added by brian6/5/2021Remove
Fidelity Government Money Marketwas added by brian6/5/2021Remove
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