Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC | 93-0987232 | — | RIA | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMC STRAT ALLOC MOD - R6 Registered Investment Company | Other securities | — | — | $1.1M | 35.3% | |
| AMC STRAT ALLOC AGG - R6 Registered Investment Company | Other securities | — | — | $429K | 13.4% | |
| AMC STRAT ALLOC CONS - R6 Registered Investment Company | Other securities | — | — | $197K | 6.1% | |
| FID 500 IND Registered Investment Company | Other securities | — | — | $149K | 4.7% | |
| TRP RETIREMENT 2050 I Registered Investment Company | Other securities | — | — | $148K | 4.6% | |
| TRP RETIREMENT 2055 I Registered Investment Company | Other securities | — | — | $104K | 3.2% | |
| FID LARGE CAP GROWTH INDEX Registered Investment Company | Other securities | — | — | $99K | 3.1% | |
| TRP RETIREMENT 2035 I Registered Investment Company | Other securities | — | — | $78K | 2.4% | |
| TRP RETIREMENT 2040 I Registered Investment Company | Other securities | — | — | $69K | 2.2% | |
| DFA DIVERS FIXED INC PORT INST Registered Investment Company | Common Stock | — | — | $63K | 2.0% | |
| TRP RETIREMENT 2060 I Registered Investment Company | Other securities | — | — | $48K | 1.5% | |
| TRP RETIREMENT 2065 I Registered Investment Company | Other securities | — | — | $41K | 1.3% | |
| SCHWAB FUNDMNTL INTL EQTY IDX Registered Investment Company | Other securities | — | — | $35K | 1.1% | |
| ISHARES US AGGREGATE BD IDX K Registered Investment Company | Other securities | — | — | $35K | 1.1% | |
| SCHWAB FUND US SM CO IDX Registered Investment Company | Common Stock | — | — | $34K | 1.1% | |
| FIDELITY MID CAP STOCK FUND K Registered Investment Company | Other securities | — | — | $31K | 1.0% | |
| BARON REAL ESTATE FUND R6 Registered Investment Company | Other securities | — | — | $30K | 0.9% | |
| VAN SELECTED VALUE - INV Registered Investment Company | Other securities | — | — | $29K | 0.9% | |
| VANGUARD VALUE INDEX FUND ADMR Registered Investment Company | Other securities | — | — | $28K | 0.9% | |
| AMERFUNDS SMALLCAP WORLD R6 Registered Investment Company | Other securities | — | — | $26K | 0.8% | |
| VAN STRAT SM CP EQTY - INV Registered Investment Company | Other securities | — | — | $25K | 0.8% | |
| PIM GLOB BD OPP USDHDG - INST Registered Investment Company | Other securities | — | — | $23K | 0.7% | |
| DFA EMERG MKT SM CAP I Registered Investment Company | Other securities | — | — | $22K | 0.7% | |
| ISHARES MSCI EAFE INTL INDEX K Registered Investment Company | Other securities | — | — | $21K | 0.7% | |
| VANGUARD WINDSOR FUND ADMIRAL Registered Investment Company | Other securities | — | — | $19K | 0.6% | |
| AMC SH DUR INFL PR BND R6 Registered Investment Company | Other securities | — | — | $19K | 0.6% | |
| AMF AMERICAN HIGH INCOME - R6 Registered Investment Company | Other securities | — | — | $17K | 0.5% | |
| AQR MULTI-ASSET R6 Registered Investment Company | Other securities | — | — | $14K | 0.4% | |
| TRP RETIREMENT 2025 I Registered Investment Company | Other securities | — | — | $9K | 0.3% | |
| INVESCO GOLD & SPEC MINR6 Registered Investment Company | Common Stock | — | — | $8K | 0.3% | |
| TRP RETIREMENT 2030 I Registered Investment Company | Other securities | — | — | $8K | 0.3% | |
| FIDELITY ADVISOR TECHNOLOGY Z Registered Investment Company | Other securities | — | — | $4K | 0.1% | |
| TRP RETIREMENT 2045 I Registered Investment Company | Other securities | — | — | $4K | 0.1% | |
| SCHWAB FUND EMGMKT EQTY IDX Registered Investment Company | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
