Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Other securities | 58,566.44 | — | $12.0M | 19.4% | |
| JPM LG CAP GROWTH R6 | Other securities | 86,202.268 | — | $7.2M | 11.7% | |
| VANG LIFEST GROWTH | Other securities | 83,781.769 | — | $3.7M | 6.0% | |
| VANG TARGET RET 2050 | Other securities | 67,838.242 | — | $3.4M | 5.5% | |
| VANG BAL INDEX ADM | Other securities | 67,133.398 | — | $3.3M | 5.3% | |
| VANG TARGET RET 2055 | Other securities | 49,183.574 | — | $2.7M | 4.4% | |
| VANG TOT STK MKT ADM | Other securities | 18,893.374 | — | $2.7M | 4.3% | |
| FID INTL INDEX | Other securities | 51,028.037 | — | $2.4M | 3.9% | |
| VANG EQUITY INC ADM | Common Stock | 23,022.589 | — | $2.0M | 3.3% | |
| VANG TARGET RET 2040 | Other securities | 46,752.28 | — | $2.0M | 3.3% | |
| MFS MID CAP GRTH R6 | Other securities | 64,159.11 | — | $2.0M | 3.3% | |
| VANG TARGET RET 2030 | Other securities | 49,324.67 | — | $1.9M | 3.0% | |
| VANG SMCPVL IDX ADM | Other securities | 21,182.702 | — | $1.8M | 2.9% | |
| VANG TARGET RET 2060 | Other securities | 32,632.141 | — | $1.7M | 2.7% | |
| JHANCOCK BOND R6 | Other securities | 122,276.69 | — | $1.6M | 2.6% | |
| VANG MIDCAP IDX ADM | Other securities | 4,717.379 | — | $1.5M | 2.5% | |
| AF NEW PERSPECT R6 | Other securities | 22,176.515 | — | $1.4M | 2.2% | |
| VANG TOT BD MKT ADM | Other securities | 127,240.428 | — | $1.2M | 2.0% | |
| VANG SMCP GR IDX ADM | Other securities | 9,888.639 | — | $973K | 1.6% | |
| VANG INTL GROWTH ADM | Other securities | 9,063.881 | — | $921K | 1.5% | |
| MFS CORE EQUITY R6 | Other securities | 16,198.842 | — | $889K | 1.4% | |
| VANG VMMR-FED MMKT | Other securities | 861,825.1 | — | $862K | 1.4% | |
| VANG SM CAP IDX ADM | Other securities | 6,099.543 | — | $702K | 1.1% | |
| VANG WELLESLEY ADM | Other securities | 9,427.822 | — | $566K | 0.9% | |
| PIMCO INCOME INST | Other securities | 49,000.605 | — | $515K | 0.8% | |
| DFA EMRG MKT CORE EQ | Other securities | 20,447.221 | — | $476K | 0.8% | |
| VANG TARGET RET 2045 | Other securities | 14,757.318 | — | $438K | 0.7% | |
| VANG TARGET RET 2035 | Other securities | 16,544.986 | — | $397K | 0.6% | |
| VANG TARGET RET 2025 | Other securities | 5,022.385 | — | $94K | 0.2% | |
| VRTS C MDCP VL EQ R6 | Other securities | 6,709.167 | — | $81K | 0.1% | |
| PGIM HIGH YIELD R6 | Other securities | 11,414.196 | — | $54K | <0.1% | |
| VANG TARGET RET INC | Common Stock | 3,539.012 | — | $46K | <0.1% | |
| VANG TARGET RET 2065 | Other securities | 1,273.566 | — | $43K | <0.1% | |
| DFA INF PRT SEC PORT | Other securities | 1,875.134 | — | $20K | <0.1% | |
| VANG MDCPVAL IDX ADM | Other securities | 182.641 | — | $15K | <0.1% | |
| FID GOVT MMKT | Other securities | 4,576.12 | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
