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

Eastern Warehouse Distributors Inc. 401(K) Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Transamerica Asset Allocation Growth Portfolio Class RIGWRXFU.S. All Cap14fund risk0.84%
Wells Fargo Common Stock Fund - Class R6SCSRXDU.S. Mid Cap17fund risk0.81%
Fidelity Advisor Small Cap Fund I ClassFSCIXA--U.S. Small Cap19fund risk0.7%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXAU.S. Large Cap5fund risk0.17%
Transamerica Asset Allocation Moderate Portfolio Class RIMDRXCU.S. All Cap7fund risk0.76%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. All Cap7fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. All Cap9fund risk0.18%
Transamerica Asset Allocation Moderate Growth Portfolio Class RIMGRXDU.S. All Cap10fund risk0.77%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-1RNPAXDU.S. All Cap - Growth17fund risk1.56%
American Funds AMCAP Fund Class R-1RAFAXFU.S. All Cap - Growth17fund risk1.47%
American Funds The Growth Fund of America Class R-1RGAAXFU.S. All Cap - Growth18fund risk1.44%
Oppenheimer Global Fund Class ROGLNXFU.S. All Cap - Growth19fund risk1.47%
Oppenheimer Capital Appreciation Fund Class ROTCNXCU.S. All Cap - Growth20fund risk1.37%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class LMSHLXFU.S. All Cap - Growth27fund risk1.6%
Vanguard Target Retirement Income Fund Investor SharesVTINXAU.S. All Cap - Growth4fund risk0.17%
U.S. Equities - Value     
Franklin Mutual Shares Fund Class RTESRXCU.S. All Cap - Value13fund risk1.29%
BlackRock Equity Dividend Fund R SharesMRDVXCU.S. Large Cap - Value14fund risk1.28%
Victory Sycamore Established Value Fund Class RGETGXBU.S. Mid Cap - Value15fund risk1.22%
State Steet Russell Small Cap Value Index Ret OptC--U.S. Small Cap - Value18fund risk0.25%
Oppenheimer Main Street Mid Cap Fund Class ROPMNXCU.S. Mid Cap - Value25fund risk1.39%
Specialty     
Nuveen Real Estate Securities Fund Class R6FREGXB++U.S. Real Estate15fund risk0.88%
Global & Intl. Equity     
Templeton Foreign Fund Class RTEFRXF--Europe12fund risk1.44%
Transamerica Asset Allocation Conservative Portfolio Class RICVRXBInternational Large Cap - Growth4fund risk0.81%
Bonds     
Transamerica Stable Value OptionC+U.S. Cash / Money Market0fund risk0%
Loomis Sayles Investment Grade Bond Fund Class YLSIIXC++Bond - U.S. Corporate3fund risk0.58%
Pioneer Bond Fund Class RPBFRXB++U.S. Treasury - Intermediate3fund risk1.25%
Templeton Global Bond Fund Class RFGBRXA++U.S. Treasury - Intermediate6fund risk1.11%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Transamerica Partners Core Bond FundDVGCX Other0fund risk0.39%
Transamerica Partners High Yield Bond FundDVHYX Other0fund risk0.59%
Transamerica Partners Stock Index FundDSKIX Other0fund risk0.65%
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