Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY | 04-3523567 | — | INVESTMENT | $38K | — |
| HARPER DANESH LLC | 27-3395775 | — | SERVICE PROVIDER | $21K | — |
| MCKONLY & ASBURY | 23-1909723 | — | SERVICE PROVIDER | $16K | — |
| MATRIX | 75-3182674 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID ASSET MGMT LONG DURATION POOL FIDELITY INSTITUTIONAL · EIN 04-3523567 / PN 000 | Pooled Separate Account | — | $3.2M | $3.3M | 35.8% | |
| FID ASSET MGMT INT DURATION POOL FIDELITY INSTITUTIONAL · EIN 04-3523567 / PN 000 | Pooled Separate Account | — | $2.3M | $2.6M | 27.6% | |
| Common Collective Trusts * FIAM 8-10 Year Corporate Bond Commingled Pool Common Collective Trust | Common Collective Trusts | — | $2.4M | $2.3M | 24.8% | |
| FID ASSET MGMT 8-10 YR CRP BND CP FIDELITY INSTITUTIONAL · EIN 04-3523567 / PN 000 | Pooled Separate Account | — | — | $2.3M | 24.8% | |
| FID ASSET MGMT US LONG STRIPS FIDELITY INSTITUTIONAL · EIN 04-3523567 / PN 000 | Pooled Separate Account | — | $1.5M | $761K | 8.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
