Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | — | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S&P 500 Index Mutual Fund | Other securities | — | — | $3.3M | 41.0% | |
| MassMutual SAGIC Diversified Bond Guaranteed Interest Account | Other securities | — | — | $2.8M | 34.2% | |
| Columbia Balanced Instl Mutual Fund | Other securities | — | — | $521K | 6.5% | |
| Vanguard Small Cap Index Mutual Fund | Other securities | — | — | $275K | 3.4% | |
| Vanguard Developed Markets Index Mutual Fund | Other securities | — | — | $230K | 2.8% | |
| BlackRock Total Return Mutual Fund | Other securities | — | — | $214K | 2.7% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | Other securities | — | — | $140K | 1.7% | |
| Vanguard Target Retirement 2040 Inv , Mutual Fund | Other securities | — | — | $127K | 1.6% | |
| BlackRock Liquidity FedFund Mutual Fund | Other securities | — | — | $101K | 1.2% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | Other securities | — | — | $73K | 0.9% | |
| Russell Mid-Cap Index Mutual Fund | Other securities | — | — | $52K | 0.6% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Other securities | — | — | $38K | 0.5% | |
| Columbia Capital Alloc Agrsv Instl Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | Other securities | — | — | $21K | 0.3% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| BlackRock Liquidity FedFund Cash Mgmt Mutual Fund | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES | — | — | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES | — | — | OTHER | $2K | — |
