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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index n/a | Other securities | — | — | $2.7M | 27.4% | |
| Vanguard Target Retirement 2030 n/a | Other securities | — | — | $1.3M | 13.4% | |
| Vanguard Target Retirement 2040 n/a | Other securities | — | — | $973K | 9.7% | |
| Vanguard Target Retirement 2035 n/a | Other securities | — | — | $781K | 7.8% | |
| Vanguard Total Stock Market n/a | Other securities | — | — | $599K | 6.0% | |
| Vanguard Target Retirement 2025 n/a | Other securities | — | — | $507K | 5.1% | |
| Vanguard Target Retirement 2050 n/a | Other securities | — | — | $409K | 4.1% | |
| Vanguard Federal Money Market n/a | Cash / Money Market | — | — | $401K | 4.0% | |
| JP Morgan Equity Income n/a | Other securities | — | — | $239K | 2.4% | |
| Vanguard Target Retirement 2045 n/a | Other securities | — | — | $221K | 2.2% | |
| Vanguard Target Retirement 2020 n/a | Other securities | — | — | $217K | 2.2% | |
| Vanguard Small Cap n/a | Other securities | — | — | $209K | 2.1% | |
| Fidelity Mega Cap Stock n/a | Other securities | — | — | $175K | 1.7% | |
| American Funds Balanced n/a | Other securities | — | — | $157K | 1.6% | |
| Vanguard Target Retirement 2055 n/a | Other securities | — | — | $154K | 1.5% | |
| Vanguard Mid-Cap Growth n/a | Other securities | — | — | $135K | 1.3% | |
| American Funds Euro Pacific Growth n/a | Other securities | — | — | $127K | 1.3% | |
| Fidelity Total Bond n/a | Other securities | — | — | $96K | 1.0% | |
| Vanguard Target Retirement 2065 n/a | Other securities | — | — | $94K | 0.9% | |
| PGIM High Yield n/a | Other securities | — | — | $70K | 0.7% | |
| Vanguard Target Retirement 2060 n/a | Other securities | — | — | $62K | 0.6% | |
| Fidelity 500 Index n/a | Other securities | — | — | $43K | 0.4% | |
| Vanguard Short Term Securities A n/a | Other securities | — | — | $39K | 0.4% | |
| American Funds New World n/a | Other securities | — | — | $37K | 0.4% | |
| Vanguard Target Retirement Income n/a | Other securities | — | — | $30K | 0.3% | |
| Fidelity International Index n/a | Other securities | — | — | $21K | 0.2% | |
| Fidelity Growth Strategy n/a | Other securities | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2070 n/a | Other securities | — | — | $8K | <0.1% | |
| C&S REIT n/a | Common Stock | — | — | $7K | <0.1% | |
| First Eagle Global n/a | Other securities | — | — | $6K | <0.1% | |
| Fidelity Strategic Income n/a | Other securities | — | — | $4K | <0.1% | |
| MFS Mid-Cap Value n/a | Other securities | — | — | $4K | <0.1% | |
| Putnam Small Cap GR R6 n/a | Other securities | — | — | $3K | <0.1% | |
| DFA US Target Value n/a | 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.
