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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2035 K6 | Other securities | — | — | $2.1M | 24.7% | |
| FIDELITY FREEDOM 2040 K6 | Other securities | — | — | $2.0M | 23.5% | |
| FIDELITY FREEDOM 2030 K6 | Other securities | — | — | $1.3M | 14.8% | |
| FIDELITY FREEDOM 2025 K6 | Other securities | — | — | $814K | 9.4% | |
| LINCOLN FINANCIAL LIFE INSURANCE STABLE VALUE | Other securities | — | — | $624K | 7.2% | |
| PARTICIPANT NOTES RECEIVABLE | Other securities | — | — | $316K | 3.7% | |
| FIDELITY FREEDOM 2045 K6 | Other securities | — | — | $288K | 3.3% | |
| FIDELITY FREEDOM 2020 K6 | Other securities | — | — | $217K | 2.5% | |
| FIDELITY FREEDOM 2050 K6 | Other securities | — | — | $178K | 2.1% | |
| FIDELITY 500 INDEX | Other securities | — | — | $159K | 1.8% | |
| FIDELITY FREEDOM 2060 K6 | Other securities | — | — | $121K | 1.4% | |
| FIDELITY FREEDOM 2055 K6 | Other securities | — | — | $99K | 1.1% | |
| BROKERAGELINK (CASH) | Cash / Money Market | — | — | $79K | 0.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $76K | 0.9% | |
| FIDELITY FREEDOM 2065 K6 | Other securities | — | — | $71K | 0.8% | |
| FIDELITY FREEDOM 2015 K6 | Other securities | — | — | $70K | 0.8% | |
| FIDELITY MID CAP INDEX | Other securities | — | — | $7K | <0.1% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | Other securities | — | — | $7K | <0.1% | |
| BARON GROWTH R6 | Other securities | — | — | $7K | <0.1% | |
| JANUS HENDERSON TRITON N | Other securities | — | — | $6K | <0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INV R6 | Other securities | — | — | $5K | <0.1% | |
| FIDELITY STRATEGIC INCOME | Other securities | — | — | $4K | <0.1% | |
| MFS VALUE R6 | Other securities | — | — | $4K | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Other securities | — | — | $4K | <0.1% | |
| FIDELITY SMALL CAP INDEX | Other securities | — | — | $4K | <0.1% | |
| FIDELITY SMALL CAP VALUE | Other securities | — | — | $2K | <0.1% | |
| FIDELITY TOTAL INTERNATIONAL INDEX | Other securities | — | — | $2K | <0.1% | |
| FIDELITY GOVERNMENT MONEY MARKET K6 | Cash / Money Market | — | — | $325 | <0.1% | |
| DWS REAL ESTATE R6 | Other securities | — | — | $279 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
