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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan LG CAP GROWTH R6 - | Other securities | — | — | $5.6M | 26.3% | |
| Fidelity 500 INDEX - | Other securities | — | — | $2.7M | 12.5% | |
| Fidelity FDM IDX 2040 INV - | Other securities | — | — | $2.2M | 10.5% | |
| Fidelity FDM IDX 2050 INV - | Other securities | — | — | $1.5M | 7.0% | |
| Fidelity FDM IDX 2055 INV - | Other securities | — | — | $1.3M | 6.2% | |
| Fidelity INTL CAP APPR K6 - | Other securities | — | — | $851K | 4.0% | |
| Fidelity MID CAP IDX - | Other securities | — | — | $712K | 3.3% | |
| Fidelity FDM IDX 2045 INV - | Other securities | — | — | $696K | 3.3% | |
| Columbia DIVIDEND INC I3 - | Common Stock | — | — | $664K | 3.1% | |
| Fidelity FDM IDX 2035 INV - | Other securities | — | — | $638K | 3.0% | |
| Fidelity SM CAP IDX - | Other securities | — | — | $596K | 2.8% | |
| Fidelity GOVT MMKT K6 - | Other securities | — | — | $462K | 2.2% | |
| Fidelity INTL INDEX - | Other securities | — | — | $419K | 2.0% | |
| Fidelity FDM IDX 2030 INV - | Other securities | — | — | $399K | 1.9% | |
| DFA INVT GRD PORT IS - | Other securities | — | — | $397K | 1.9% | |
| Fidelity FDM IDX 2065 INV - | Other securities | — | — | $332K | 1.6% | |
| American Funds NEW PERSPECT R6 - | Other securities | — | — | $319K | 1.5% | |
| Lord Abbett BOND DBNTR R6 - | U.S. Treasuries | — | — | $243K | 1.1% | |
| Fidelity FDM IDX 2060 INV - | Other securities | — | — | $228K | 1.1% | |
| MFS MID CAP GRTH R6 - | Other securities | — | — | $226K | 1.1% | |
| Wells Fargo SPL MID CAP VAL R6 - | Other securities | — | — | $164K | 0.8% | |
| Fidelity FDM IDX INC INV - | Common Stock | — | — | $123K | 0.6% | |
| American Funds BALANCED R6 - | Other securities | — | — | $105K | 0.5% | |
| PGIM Jennison J SMALL CO R6 - | Common Stock | — | — | $75K | 0.4% | |
| Lord Abbett SH DTN INC R6 - | Common Stock | — | — | $75K | 0.4% | |
| Wells Fargo SPL SM CAP VAL R6 - | Other securities | — | — | $40K | 0.2% | |
| DFA INF PRT SEC PORT - | Other securities | — | — | $35K | 0.2% | |
| Fidelity FDM IDX 2025 INV - | Other securities | — | — | $31K | 0.1% | |
| Fidelity EMERGING MKTS K - | Other securities | — | — | $20K | <0.1% | |
| Fidelity FDM IDX 2015 INV - | Other securities | — | — | $16K | <0.1% | |
| Fidelity FDM IDX 2010 INV - | Other securities | — | — | $11K | <0.1% | |
| Fidelity FDM IDX 2020 INV - | 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.
