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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $705K | 12.0% | |
| FIDELITY ADVISOR NEW INSIGHT M | Registered Investment Companies | — | — | $700K | 11.9% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $675K | 11.5% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $600K | 10.2% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $555K | 9.4% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $554K | 9.4% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $366K | 6.2% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $318K | 5.4% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $204K | 3.5% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $192K | 3.3% | |
| FIDELITY ADV FREEDOM 2060 FD-M | Registered Investment Companies | — | — | $174K | 2.9% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $136K | 2.3% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $135K | 2.3% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $100K | 1.7% | |
| AMF EUROPACIFIC GROWTH R2E | Registered Investment Companies | — | — | $73K | 1.2% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $70K | 1.2% | |
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $68K | 1.2% | |
| BLK REAL ESTATE SECUR - SVC | Registered Investment Companies | — | — | $62K | 1.0% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $51K | 0.9% | |
| LORD ABBETT BOND-DEB FD-R3 | Registered Investment Companies | — | — | $38K | 0.7% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $24K | 0.4% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $18K | 0.3% | |
| LORD ABBETT SH DUR INC R3 | Registered Investment Companies | — | — | $15K | 0.3% | |
| EATON VANCE INCOME BOSTON - R | Registered Investment Companies | — | — | $15K | 0.3% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
