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 | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $161K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $36.0M | 13.4% | |
| Fidelity Contra Fund | Other securities | — | — | $30.4M | 11.3% | |
| Fidelity Freedom Index 2035 Fun5 | Other securities | — | — | $18.9M | 7.0% | |
| Fidelity Freedom Index 2030 Fund | Other securities | — | — | $15.2M | 5.7% | |
| Fidelity Freedom Index 2045 Fund | Other securities | — | — | $13.2M | 4.9% | |
| Fidelity Freedom Index 2040 Fund | Other securities | — | — | $11.9M | 4.4% | |
| MassMutual Stable Value Core Fund | Other securities | — | — | $10.3M | 3.8% | |
| Fidelity Freedom Index 2055 Fund | Other securities | — | — | $10.0M | 3.7% | |
| Fidelity Freedom Index 2050 Fund | Other securities | — | — | $9.8M | 3.7% | |
| Fidelity Freedom Index 2025 Fund | Other securities | — | — | $9.6M | 3.6% | |
| Vanguard Equity Income Fund | Other securities | — | — | $9.1M | 3.4% | |
| Fidelity International Index Fund | Other securities | — | — | $8.1M | 3.0% | |
| American Funds New Perspective Fund | Other securities | — | — | $7.9M | 3.0% | |
| Fidelity Total Bond K6 Fund | Other securities | — | — | $7.8M | 2.9% | |
| MFS Mid Cap Growth R6 Fund | Other securities | — | — | $7.6M | 2.8% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $7.1M | 2.6% | |
| Vanguard Information Technology index Fund | Other securities | — | — | $5.7M | 2.1% | |
| T. Rowe Price Health Sciences Fund | Other securities | — | — | $5.5M | 2.0% | |
| Fidelity Freedom Index 2060 Fund | Other securities | — | — | $5.4M | 2.0% | |
| Vanguard Explorer Fund | Other securities | — | — | $5.0M | 1.9% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $4.5M | 1.7% | |
| Fidelity Freedom Index 2020 Fund | Other securities | — | — | $4.2M | 1.6% | |
| American Funds New World Fund | Other securities | — | — | $3.2M | 1.2% | |
| Franklin Small Cap Value R6 Fund | Other securities | — | — | $3.1M | 1.2% | |
| MFS Mid Cap Value R6 Fund | Other securities | — | — | $3.0M | 1.1% | |
| Fidelity Freedom Index Income Fund | Other securities | — | — | $2.7M | 1.0% | |
| Fidelity Freedom Index 2065 Fund | Other securities | — | — | $2.6M | 1.0% | |
| Vanguard Inflation-Protected Securities Fund | Other securities | — | — | $2.4M | 0.9% | |
| Vanguard Intermediate Term Treasury Fund | Other securities | — | — | $2.1M | 0.8% | |
| Participant Loans | Participant loans | — | — | $1.8M | 0.7% | |
| Calvert US Large Cap Core index Fund | Other securities | — | — | $1.6M | 0.6% | |
| PGIM Total Return Bond R6 Fund | Other securities | — | — | $1.3M | 0.5% | |
| Fidelity Freedom Index 2015 Fund | Other securities | — | — | $668K | 0.2% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $507K | 0.2% | |
| Fidelity Freedom Index 2010 Fund | Other securities | — | — | $130K | <0.1% | |
| Fidelity Government Money Market Fund | Cash / Money Market | — | — | $25K | <0.1% | |
| Fidelity Freedom Index 2070 Fund | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $31K |
| — |
