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 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.9M | 16.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.4M | 12.5% | |
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $1.3M | 11.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 11.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $970K | 8.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $602K | 5.5% | |
| COHEN & STEERS REAL EST SEC Z 478 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $467K | 4.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $450K | 4.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $332K | 3.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $316K | 2.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $278K | 2.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $264K | 2.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $247K | 2.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $177K | 1.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $148K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $136K | 1.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $126K | 1.2% | |
| MACQUARIE INTL CORE EQ R6 | Registered Investment Companies | — | — | $121K | 1.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $102K | 0.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $101K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $78K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $64K | 0.6% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $50K | 0.5% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $44K | 0.4% | |
| HTFD SCH EMG MKTS EQUITY SDR | Registered Investment Companies | — | — | $43K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $41K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $33K |
| — |
