Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS | — | TARRYTOWN, NY | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nueveen Nuveen Large Cap Responsible Equity Fund R6 22 Vanguard 500 Index Admiral | Other securities | — | — | $2.1M | 18.1% | |
| Vanguard LifeStrategy Moderate Gr Inv | Other securities | — | — | $1.7M | 14.5% | |
| Vanguard Windsor II Admiral | Other securities | — | — | $896K | 7.7% | |
| Invesco Oppenheimer Invesco Core Bond Fund R6 | Other securities | — | — | $867K | 7.4% | |
| Alliance Bernstein Alliance Bernstein Growth Fund-I | Other securities | — | — | $841K | 7.2% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $593K | 5.1% | |
| CMFG Life Insurance Company CMFG Group Annuity Contract | Common Stock | — | — | $536K | 4.6% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $484K | 4.1% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $480K | 4.1% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $422K | 3.6% | |
| Vanguard Total International Stock Index Admiral | Other securities | — | — | $419K | 3.6% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $372K | 3.2% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $369K | 3.2% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $263K | 2.3% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $221K | 1.9% | |
| Vanguard Mid-Cap Growth Index Admiral | Other securities | — | — | $197K | 1.7% | |
| Massachusetts Financial Services MFS Mid Cap Value R6 | Other securities | — | — | $177K | 1.5% | |
| Vanguard LifeStrategy Growth Inv | Other securities | — | — | $149K | 1.3% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $125K | 1.1% | |
| Fidelity Advisor Large Cap- Class I | Other securities | — | — | $119K | 1.0% | |
| Vanguard Small Cap Value Index Admiral 405 Vanguard Target Retirement 2020 Inv | Other securities | — | — | $116K | 1.0% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $90K | 0.8% | |
| Blackrock High Yield K | Other securities | — | — | $57K | 0.5% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | Other securities | — | — | $19K | 0.2% | |
| Invesco Oppenheimer Invesco Oppenheimer International Growth Fund R6 353 Invesco Oppenheimer Invesco Oppenheimer Real Estate Fund R6 | Other securities | — | — | $13K | 0.1% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $13K | 0.1% | |
| Columbia Emerging Markets Fund Instl 2 | Other securities | — | — | $8K | <0.1% | |
| Franklin Mutual Franklin Mutual GL Disc- R6 | Other securities | — | — | $7K | <0.1% | |
| Fidelity Treasury Money Market | Cash / Money Market | — | — | $4K | <0.1% | |
| Invesco Oppenheimer Invesco Main Street Mid Cap Fund R6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Advisor Small Cap Growth-Class I | 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.
