Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST BANK | 24-6402875 | — | NONE | $60K | — |
| DEFINITI LLC | — | THE WOODLANDS, TX | NONE | $27K | — |
| TRONCONI SEGARRA & ASSOCIATES LLP | 04-3728817 | — | NONE | $15K | — |
| LIPSITZ GEEN SCIME CAMBRIA LLP | 16-0905097 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century Retirement Date 2030 I Mutual Fund | Other securities | — | — | $3.2M | 15.5% | |
| American Century Retirement Date Inc I Mutual Fund | Common Stock | — | — | $2.5M | 12.0% | |
| Vanguard 500 Index Admiral Mutual Fund | Other securities | — | — | $1.6M | 7.5% | |
| Small-Cap Growth Equity T. Rowe Price Blue Chip Gr Mutual Fund | Other securities | — | — | $1.4M | 6.7% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | Other securities | — | — | $1.3M | 6.3% | |
| Federated Hermes Total Return Bond IS Mutual Fund | Other securities | — | — | $1.2M | 5.8% | |
| American Century Retirement Date 2040 I Mutual Fund | Other securities | — | — | $1.2M | 5.6% | |
| American Century Retirement Date 2055 I Mutual Fund | Other securities | — | — | $1.1M | 5.3% | |
| American Century Retirement Date 2045 I Mutual Fund | Other securities | — | — | $948K | 4.6% | |
| MFS Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $846K | 4.1% | |
| Diamond Hill Large Cap Y Mutual Fund | Other securities | — | — | $710K | 3.4% | |
| American Century Retirement Date 2050 I Mutual Fund | Other securities | — | — | $710K | 3.4% | |
| American Century Retirement Date 2035 I Mutual Fund | Other securities | — | — | $674K | 3.2% | |
| T Rowe Price Integrated US Mutual Fund | Other securities | — | — | $633K | 3.1% | |
| Undiscovered Managers Behavioral Val L Mutual Fund | Other securities | — | — | $555K | 2.7% | |
| American Century Mutual Fund | Other securities | — | — | $379K | 1.8% | |
| Federated Hermes Prime Cash Oblig WS Money Market | Cash / Money Market | — | — | $374K | 1.8% | |
| American Century Retirement Date 2025 I Mutual Fund | Other securities | — | — | $362K | 1.7% | |
| Harding LoevnerInternational Eq Instl Mutual Fund | Other securities | — | — | $291K | 1.4% | |
| American Century Retirement Date 2060 I Mutual Fund | Other securities | — | — | $234K | 1.1% | |
| Business Insured Money Fund Interest-Bearing Cash | Cash / Money Market | — | — | $219K | 1.1% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $174K | 0.8% | |
| Vanguard Total Stock Mkt Mutual Fund | Other securities | — | — | $64K | 0.3% | |
| JP Morgan Emerging Market Eq-R6 Mutual Fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
