Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.8M | 16.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 15.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 12.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 12.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.2M | 7.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $641K | 3.8% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $460K | 2.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $455K | 2.7% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $434K | 2.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $412K | 2.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $367K | 2.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $355K | 2.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $329K | 2.0% | |
| INVESCO CORE PLUS BOND R6 | Registered Investment Companies | — | — | $322K | 1.9% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $310K | 1.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $268K | 1.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $265K | 1.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $201K | 1.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $185K | 1.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $129K | 0.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $126K | 0.8% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $111K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $90K | 0.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $86K | 0.5% | |
| GDS EMG MKT EQ INSIGHTS R6 | Registered Investment Companies | — | — | $63K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $58K | 0.3% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $43K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $0 |
| — |
