Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNU | 71-0294708 | — | SERVICE PROVIDER | $24 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $103 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Collateral, Par, or Maturity Value Cost** Value Fidelity 500 Index Fund | Other securities | — | — | $772K | 13.8% | |
| Fidelity Freedom In 2050 InstP | Other securities | — | — | $704K | 12.6% | |
| Fidelity Freedom In 2025 InstP | Other securities | — | — | $644K | 11.5% | |
| Fidelity Freedom In 2045 InstP | Other securities | — | — | $489K | 8.7% | |
| Fidelity Freedom In 2030 InstP | Other securities | — | — | $451K | 8.1% | |
| Fidelity Freedom In 2035 InstP | Other securities | — | — | $379K | 6.8% | |
| Fidelity Freedom In 2055 InstP | Other securities | — | — | $371K | 6.6% | |
| Fidelity Freedom In 2020 InstP | Other securities | — | — | $294K | 5.3% | |
| AllianceBernstein Large Cap Grw Fnd Z | Other securities | — | — | $228K | 4.1% | |
| AllianceBernstein Small Cap Grw Port Z | Other securities | — | — | $197K | 3.5% | |
| Voya Fixed Account | Other securities | — | — | $167K | 3.0% | |
| Fidelity Freedom In 2040 InstP | Other securities | — | — | $162K | 2.9% | |
| BlackRock Mid-Cap Grw Eq Por K | Other securities | — | — | $160K | 2.9% | |
| Fidelity Freedom In 2065 InstP 85 * Voya Intermediate Bond Fund R6 | Other securities | — | — | $121K | 2.2% | |
| Fidelity Freedom In 2060 InstP | Other securities | — | — | $112K | 2.0% | |
| Fidelity Adv Intl Cap Apprec Z | Other securities | — | — | $76K | 1.4% | |
| Fidelity Freedom In Inc InstP | Common Stock | — | — | $76K | 1.3% | |
| Putnam Investments Large Cap Val Fd - Cl R6 | Other securities | — | — | $75K | 1.3% | |
| Fidelity Tot Intl Idx Fund | Other securities | — | — | $60K | 1.1% | |
| American Century AmCen Mid Cap Value Fund R6 | Other securities | — | — | $14K | 0.2% | |
| Invesco EQV Emrg Mkt AllCap FR6 | Other securities | — | — | $14K | 0.2% | |
| Fidelity Adv SmCp Value Fd Z | Other securities | — | — | $12K | 0.2% | |
| Fidelity Mid Cap Idx Fd | Other securities | — | — | $11K | 0.2% | |
| Fidelity Sm Cp Ind Fd | Other securities | — | — | $9K | 0.2% | |
| Voya Gov Mny Mkt F A 4 Vanguard Hgh Div Yld Indx F Adm | Other securities | — | — | $3K | <0.1% | |
| Fidelity Freedom In 2010 InstP | Other securities | — | — | $2K | <0.1% | |
| Vanguard Real Estate Indx Adm | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | TPA | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | FRANKLIN SQ, NY | SERVICE PROVIDER | $1K | — |
| NFP RETIREMENT, INC. | — | ALISO VIEJO, CA | INV ADV;SERVICE PROVIDER | $0 | — |
