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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT LLC | 26-2338030 | — | ADVISOR | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID Freedom 2030 Fund - Class K6 Mutual Fund | Other securities | — | — | $412K | 19.5% | |
| FID Freedom 2025 Fund - Class K6 Mutual Fund | Other securities | — | — | $386K | 18.2% | |
| FID Freedom 2035 Fund - Class K6 Mutual Fund | Other securities | — | — | $346K | 16.3% | |
| FID Freedom 2040 Fund - Class K6 Mutual Fund | Other securities | — | — | $262K | 12.3% | |
| FID Freedom 2020 Fund - Class K6 Mutual Fund | Other securities | — | — | $240K | 11.3% | |
| FID Freedom 2045 Fund - Class K6 Mutual Fund | Other securities | — | — | $178K | 8.4% | |
| FID Freedom 2055 Fund - Class K6 Mutual Fund | Other securities | — | — | $72K | 3.4% | |
| FID Freedom 2015 Fund - Class K6 Mutual Fund | Other securities | — | — | $72K | 3.4% | |
| Lincoln Stable Value | Other securities | — | — | $57K | 2.7% | |
| FID Freedom 2050 Fund - Class K6 Mutual Fund | Other securities | — | — | $41K | 1.9% | |
| FID Freedom 2060 Fund - Class K6 Mutual Fund | Other securities | — | — | $40K | 1.9% | |
| FID Freedom 2065 Fund - Class K6 Mutual Fund | Other securities | — | — | $7K | 0.3% | |
| FID Freedom 2010 Fund - Class K6 Mutual Fund | Other securities | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
