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

Words & Numbers Inc 401(K) Profit Sharing Plan & Trust

Send me updates


Share this plan


Plan was created by bendicof on 11/5/2013.
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 2040 FundTRRDXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2045 FundTRRKXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2050 FundTRRMXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2055 FundTRRNXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement Balanced FundTRRIXwas added by bendicof11/5/2013Remove
T. Rowe Price Government Money FundPRRXXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2005 FundTRRFXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2010 FundTRRAXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2015 FundTRRGXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2020 FundTRRBXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2025 FundTRRHXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2030 FundTRRCXwas added by bendicof11/5/2013Remove
T. Rowe Price Retirement 2035 FundTRRJXwas added by bendicof11/5/2013Remove
T. Rowe Price Growth Stock FundPRGFXwas added by bendicof11/5/2013Remove
T. Rowe Price Mid-Cap Value FundTRMCXwas added by bendicof11/5/2013Remove
Prudential Jennison Mid Cap Growth Fund Class ZPEGZXwas added by bendicof11/5/2013Remove
Prudential Jennison Small Company Fund Class ZPSCZXwas added by bendicof11/5/2013Remove
T. Rowe Price Small-Cap Value FundPRSVXwas added by bendicof11/5/2013Remove
Thornburg International Value Fund Class R5TIVRXwas added by bendicof11/5/2013Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by bendicof11/5/2013Remove
T. Rowe Price Spectrum Income FundRPSIXwas added by bendicof11/5/2013Remove
T. Rowe Price Capital Appreciation FundPRWCXwas added by bendicof11/5/2013Remove
Columbia Large Cap Index Fund Class ZNINDXwas added by bendicof11/5/2013Remove
T. Rowe Price Equity Income FundPRFDXwas added by bendicof11/5/2013Remove
Franklin Mutual Global Discovery Fund Class ZMDISXwas added by bendicof11/5/2013Remove
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