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

Specialty Systems 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     
Fidelity Mid-Cap Stock FundFMCSXC+U.S. Mid Cap12fund risk0.78%
Fidelity Low-Priced Stock FundFLPSXF+U.S. Mid Cap12fund risk0.79%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap17fund risk0%
Glenmede Small Cap Equity Portfolio Class AdvisorGTCSXF--U.S. Small Cap19fund risk0.91%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap9fund risk0.72%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth19fund risk0.66%
Fidelity Blue Chip Growth FundFBGRXDU.S. All Cap - Growth21fund risk0.74%
Victory RS Small Cap Growth Fund Class ARSEGXA--U.S. Small Cap - Growth23fund risk1.35%
U.S. Equities - Value     
Commerce Value FundCFVLXB+U.S. Mega Cap - Value13fund risk0.66%
MFS Value Fund Class R3MEIHXBU.S. Large Cap - Value13fund risk0.91%
Invesco Diversified Dividend Fund Class RDDFRXAU.S. Mid Cap - Value14fund risk1.11%
Fidelity Growth & Income PortfolioFGRIXDU.S. All Cap - Value14fund risk0.67%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value15fund risk1.01%
JPMorgan Small Cap Value Fund Class APSOAXD--U.S. Small Cap - Value17fund risk1.24%
T. Rowe Price Real Estate AdvPAREXD++U.S. Real Estate15fund risk1.03%
Global & Intl. Equity     
Fidelity International IndexFSPSXB-Europe12fund risk0.06%
Fidelity Diversified International FundFDIVXCInternational Large Cap - Growth13fund risk0.92%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Baird Short-Term Bond Fund Investor ClassBSBSXC++U.S. Treasury - Short1fund risk0.55%
Baird Core Plus Bond Fund Class InvestorBCOSXB++U.S. Treasury - Intermediate / Long3fund risk0.55%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield4fund risk0.72%
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXX Other0fund risk0%
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