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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $20K | — |
| TRIAD ADVISORS LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund K6 Mutual Fund | Other securities | — | — | $1.7M | 12.1% | |
| Fidelity Freedom Index 2030 Fund K6 Mutual Fund | Other securities | — | — | $1.6M | 11.6% | |
| Fidelity Freedom Index 2020 Fund K6 Mutual Fund | Other securities | — | — | $1.2M | 8.5% | |
| Fidelity Freedom Index 2045 Fund K6 Mutual Fund | Other securities | — | — | $1.2M | 8.4% | |
| Fidelity Freedom Index 2035 Fund K6 Mutual Fund | Other securities | — | — | $1.1M | 7.8% | |
| Fidelity Freedom Index 2025 Fund K6 Mutual Fund | Other securities | — | — | $1.0M | 7.1% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $881K | 6.2% | |
| Fidelity 500 Index Fund Mutual Fund | Other securities | — | — | $682K | 4.8% | |
| Fidelity Freedom Index 2050 Fund K6 Mutual Fund | Other securities | — | — | $661K | 4.7% | |
| Fidelity Freedom Index 2055 Fund K6 Mutual Fund | Other securities | — | — | $658K | 4.6% | |
| Victory Pioneer Fund Class Y Mutual Fund | Other securities | — | — | $582K | 4.1% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Other securities | — | — | $388K | 2.7% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | Cash / Money Market | — | — | $351K | 2.5% | |
| Fidelity Advisor Strategic Income Fund - Class I Mutual Fund | Other securities | — | — | $294K | 2.1% | |
| Principal MidCap S&P 400 Index R6 Mutual Fund | Other securities | — | — | $200K | 1.4% | |
| Fidelity Freedom Index 2015 Fund K6 Mutual Fund | Other securities | — | — | $189K | 1.3% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | Other securities | — | — | $185K | 1.3% | |
| John Hancock Small Cap Core Fund Class R6 Mutual Fund | Other securities | — | — | $163K | 1.2% | |
| various dates through 2033 | Other securities | — | — | $157K | 1.1% | |
| Fidelity Freedom Index 2065 Fund K6 Mutual Fund | Other securities | — | — | $132K | 0.9% | |
| MFS International Diversification Fund Class R4 Mutual Fund | Other securities | — | — | $109K | 0.8% | |
| Fidelity Freedom Index 2010 Fund K6 Mutual Fund | Other securities | — | — | $100K | 0.7% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | Other securities | — | — | $83K | 0.6% | |
| Fidelity Freedom Income Fund Class K6 Mutual Fund | Other securities | — | — | $81K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $80K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 65-0173164 |
| — |
| ADVISOR |
| $0 |
| — |
