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

Versant Power 401K

Send me updates


Share this plan


Plan was created by slb04786 on 9/27/2021.
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 
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by slb047869/27/2021Remove
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXwas added by slb047869/27/2021Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by slb047869/27/2021Remove
T. Rowe Price QM U.S. Small-Cap Growth Equity FundPRDSXwas added by slb047869/27/2021Remove
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by slb047869/27/2021Remove
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by slb047869/27/2021Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by slb047869/27/2021Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas added by slb047869/27/2021Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by slb047869/27/2021Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by slb047869/27/2021Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by slb047869/27/2021Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by slb047869/27/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas removed by slb047869/27/2021
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXwas added by slb047869/27/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by slb047869/27/2021
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXwas added by slb047869/27/2021Remove
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXwas added by slb047869/27/2021Remove
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXwas added by slb047869/27/2021Remove
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXwas added by slb047869/27/2021Remove
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