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

Inc Research Savings And Retirement Plan

Send me updates


Share this plan


Plan was created by bbolinsky77 on 5/25/2015.
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 
Fidelity Global ex U.S. Index Fund Premium ClassFSGDXwas added by bbolinsky775/25/2015
T. Rowe Price Retirement 2040 FundTRRDXwas added by bbolinsky775/25/2015Remove
Fidelity High Income FundSPHIXwas added by bbolinsky775/25/2015Remove
PIMCO Total Return Fund Administrative ClassPTRAXwas added by bbolinsky775/25/2015Remove
Fidelity U.S. Bond Index Fund Premium ClassFSITXwas added by bbolinsky775/25/2015
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXwas added by bbolinsky775/25/2015Remove
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXwas added by bbolinsky775/25/2015Remove
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by bbolinsky775/25/2015
American Beacon Small Cap Value Fund Class InstitutionalAVFIXwas added by bbolinsky775/25/2015Remove
Conestoga Small Cap Fund Investors ClassCCASXwas added by bbolinsky775/25/2015Remove
Fidelity Small Cap Discovery FundFSCRXwas added by bbolinsky775/25/2015Remove
Harbor International Fund Institutional ClassHAINXwas added by bbolinsky775/25/2015Remove
Oppenheimer Developing Markets Fund Class AODMAXwas added by bbolinsky775/25/2015Remove
Fidelity Contrafund FundFCNTXwas added by bbolinsky775/25/2015Remove
Invesco Diversified Dividend Fund Investor ClassLCEIXwas added by bbolinsky775/25/2015Remove
MFS Massachusetts Investors Trust Class R3MITHXwas added by bbolinsky775/25/2015Remove
Fidelity 500 Index Fund Premium ClassFUSVXwas added by bbolinsky775/25/2015
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