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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $2.2M | 32.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $495K | 7.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $491K | 7.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $465K | 6.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $344K | 4.9% | |
| AMERFUNDS SMALLCAP WORLD R6 82 REGISTERED INVESTMENT COMPANY COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $302K | 4.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $263K | 3.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $206K | 3.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $195K | 2.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $189K | 2.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $184K | 2.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $181K | 2.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $168K | 2.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $166K | 2.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $147K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $107K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $97K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $71K | 1.0% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $69K | 1.0% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $68K | 1.0% | |
| NUVEEN LC INDEX 2010 R6 150 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $60K | 0.9% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $35K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $34K | 0.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $33K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $31K | 0.4% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $26K | 0.4% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
