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

Westwood Professional Services, Inc. 401(K) Profit Sharing Plan And Trust

Send me updates


Share this plan


Plan was created by C Knuth on 11/3/2019.
Number of Followers: 3


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 
DFA U.S. Sustainability Core 1 PortfolioDFSIXwas added by C Knuth9/20/2021Remove
DFA International Sustainability Core 1 PortfolioDFSPXwas added by C Knuth6/29/2021Remove
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by C Knuth4/24/2021Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas removed by C Knuth4/24/2021
Fidelity Small Cap IndexFSSNXwas added by C Knuth12/9/2020Remove
Fidelity Mid Cap IndexFSMDXwas added by C Knuth12/9/2020Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by C Knuth11/11/2019Remove
Vanguard LifeStrategy Income Fund Investor SharesVASIXwas added by C Knuth11/11/2019Remove
Vanguard LifeStrategy Growth Fund Investor SharesVASGXwas added by C Knuth11/11/2019Remove
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXwas added by C Knuth11/11/2019Remove
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas added by C Knuth11/11/2019Remove
DFA International Small Cap Value Portfolio Institutional ClassDISVXwas added by C Knuth11/11/2019Remove
Oppenheimer Developing Markets Fund Class IODVIXwas added by C Knuth11/11/2019Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas added by C Knuth11/3/2019Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by C Knuth11/3/2019Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by C Knuth11/3/2019Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by C Knuth11/3/2019Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by C Knuth11/3/2019Remove
DFA U.S. Large Cap Value III PortfolioDFUVXwas added by C Knuth11/3/2019Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by C Knuth11/3/2019Remove
Putnam Growth Opportunities Fund Class R6PGOEXwas added by C Knuth11/3/2019Remove
T. Rowe Price Mid-Cap Growth FundRPMGXwas added by C Knuth11/3/2019Remove
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by C Knuth11/3/2019
Vanguard Explorer Fund Admiral SharesVEXRXwas added by C Knuth11/3/2019Remove
Schwab International Index FundSWISXwas added by C Knuth11/3/2019Remove
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXwas added by C Knuth11/3/2019Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by C Knuth11/3/2019Remove
Cohen & Steers Realty Shares FundCSRSXwas added by C Knuth11/3/2019Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by C Knuth11/3/2019Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by C Knuth11/3/2019Remove
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