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

Client Solution Architects, Llc 401(K) Plan

Send me updates


Share this plan


Plan was created by andrewseavey on 3/12/2014.
Number of Followers: 0


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 
Dodge & Cox International Stock FundDODFXwas added by andrewseavey3/12/2014Remove
Vanguard Precious Metals And Mining Fund Investor SharesVGPMXwas added by andrewseavey3/12/2014Remove
Fidelity Select Biotechnology PortfolioFBIOXwas added by andrewseavey3/12/2014Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by andrewseavey3/12/2014Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by andrewseavey3/12/2014Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by andrewseavey3/12/2014Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by andrewseavey3/12/2014Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by andrewseavey3/12/2014Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by andrewseavey3/12/2014Remove
Fidelity Advisor New Insights Fund Class IFINSXwas added by andrewseavey3/12/2014Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by andrewseavey3/12/2014Remove
Fidelity Leveraged Company Stock FundFLVCXwas added by andrewseavey3/12/2014Remove
Columbia Acorn Select Fund Class ZACTWXwas added by andrewseavey3/12/2014Remove
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXwas added by andrewseavey3/12/2014Remove
Vanguard Small Capitalization Index Fund Investor SharesNAESXwas added by andrewseavey3/12/2014Remove
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas added by andrewseavey3/12/2014Remove
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas added by andrewseavey3/12/2014
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by andrewseavey3/12/2014Remove
Fidelity Strategic Income FundFSICXwas added by andrewseavey3/12/2014Remove
Vanguard Wellesley Income Fund Investor SharesVWINXwas added by andrewseavey3/12/2014Remove
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