Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments in insurance company general account John Hancock Trust Company JH Stable Value Guaranteed Inc N/A | Common Stock | — | $158.8M | $236.2M | 40.1% | |
| American Funds 2035 TD Ret R5E N/A | Other securities | — | $34.6M | $40.1M | 6.8% | |
| Vanguard 500 Index Fd Admiral N/A | Other securities | — | $23.5M | $37.7M | 6.4% | |
| American Funds 2040 TD Ret R5E N/A | Other securities | — | $27.5M | $32.9M | 5.6% | |
| American Funds 2030 TD Ret R5E N/A | Other securities | — | $29.0M | $32.1M | 5.4% | |
| American Funds 2045 TD Ret R5E N/A | Other securities | — | $24.5M | $29.5M | 5.0% | |
| Fid Advisor Technology Fund I N/A | Other securities | — | $19.0M | $25.8M | 4.4% | |
| American Funds 2025 TD Ret R5E N/A | Other securities | — | $20.6M | $21.8M | 3.7% | |
| American Funds 2050 TD Ret R5E N/A | Other securities | — | $17.2M | $20.5M | 3.5% | |
| NYLI Winslow Lrg Cap Growth I N/A | Other securities | — | $12.9M | $13.7M | 2.3% | |
| American Funds 2055 TD Ret R5E N/A | Other securities | — | $10.7M | $12.6M | 2.1% | |
| Invesco Global Y N/A | Other securities | — | $11.4M | $11.3M | 1.9% | |
| Hartford M id Cap Fd R5 N/A | Other securities | — | $10.1M | $10.0M | 1.7% | |
| Vanguard Growth Index Fd Adm N/A | Other securities | — | $5.4M | $8.0M | 1.4% | |
| American Funds 2060 TD Ret R5E N/A | Other securities | — | $6.8M | $7.8M | 1.3% | |
| American Funds 2020 TD Ret R5E N/A | Other securities | — | $6.6M | $6.8M | 1.2% | |
| Participant loans Various N/A Various N/A | Participant loans | — | $6.7M | $6.7M | 1.1% | |
| Vanguard Ttl Stk M rkt Indx Ad N/A | Other securities | — | $3.5M | $4.9M | 0.8% | |
| Vanguard M id Cap Index Adm N/A | Other securities | — | $2.8M | $3.9M | 0.7% | |
| John Hancock Disc Value (I) N/A | Other securities | — | $3.5M | $3.5M | 0.6% | |
| Vanguard Value Index Fd Adm N/A | Other securities | — | $1.9M | $2.3M | 0.4% | |
| Vanguard Sm Cap Index Fd Adm N/A | Other securities | — | $1.5M | $1.9M | 0.3% | |
| American Funds 2015 TD Ret R5E N/A | Other securities | — | $1.4M | $1.4M | 0.2% | |
| Blackrock Global Alloc Fund I N/A | Other securities | — | $1.5M | $1.4M | 0.2% | |
| Janus Henderson Venture I N/A | Other securities | — | $1.2M | $1.2M | 0.2% | |
| NYLI M K High Yield Corp Bnd I N/A | Common Stock | — | $1.1M | $1.1M | 0.2% | |
| Columbia Small Cap Value II R5 N/A | Other securities | — | $1.2M | $1.0M | 0.2% | |
| John Hancock Trust Company AB Discovery Value I N/A | Other securities | — | $1.1M | $1.0M | 0.2% | |
| American Funds 2010 TD Ret R5E N/A | Other securities | — | $897K | $925K | 0.2% | |
| Vanguard Real Estate Index Adm N/A | Other securities | — | $877K | $867K | 0.1% | |
| M etwest Total Ret Bond I N/A | U.S. Treasuries | — | $880K | $789K | 0.1% | |
| Vanguard Emrg M kts Stk Idx Ad N/A | Other securities | — | $730K | $728K | 0.1% | |
| T Rowe Price Real Estate Fund N/A | Other securities | — | $1.1M | $722K | 0.1% | |
| Vanguard Global Equity Investo N/A | Other securities | — | $666K | $706K | 0.1% | |
| BlackRock Low Dur Bond Inst N/A | Other securities | — | $716K | $691K | 0.1% | |
| Vanguard Small Growth Adml N/A | Other securities | — | $601K | $670K | 0.1% | |
| American EuroPacific Grth R5E N/A | Other securities | — | $672K | $637K | 0.1% | |
| Goldman Sachs Global Inc Inv N/A | Common Stock | — | $617K | $602K | 0.1% | |
| Vanguard Dev M rkts Indx Adm N/A | Other securities | — | $554K | $582K | <0.1% | |
| Vanguard M id-Cap Val Index Adm N/A | Other securities | — | $482K | $537K | <0.1% | |
| Invesco Developing M kts Y N/A | Other securities | — | $472K | $416K | <0.1% | |
| JP M organ M id Cap Growth R6 N/A | Other securities | — | $188K | $178K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| DATA RESEARCH GROUP | 20-3223476 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RASHANNA JOHNSON | 13-3073165 | — | EMPLOYEE | $74K | — |
| GLEN CAMISA | 13-3073165 | — | EMPLOYEE | $51K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $35K | — |
| COLLERAN, O'HARA & MILLS LLP | 11-2940050 | — | NONE | $35K | — |
| CARLOS ANDRADE | 13-3073165 | — | EMPLOYEE | $31K | — |
| ROBERT KATUNA | 13-3073165 | — | EMPLOYEE | $29K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $20K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $20K | — |
| FLEXIBLE BUSINESS SYSTEMS | 11-2772357 | — | NONE | $15K | — |
| SYNTONIC SYSTEM, INC | — | NEW YORK, NY | NONE | $7K | — |
