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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INVESTING | 74-3130983 | — | ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard FTSE Social Index Admiral Shares | Other securities | — | — | $4.0M | 30.9% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $1.3M | 9.8% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $1.2M | 9.0% | |
| Vanguard Large Cap Index Adm | Other securities | — | — | $1.0M | 7.8% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $902K | 7.0% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $807K | 6.3% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $646K | 5.0% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $425K | 3.3% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $408K | 3.2% | |
| Vanguard Growth Index Adm | Other securities | — | — | $308K | 2.4% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $289K | 2.2% | |
| Vanguard Total Intl Stock Index Adm | Other securities | — | — | $256K | 2.0% | |
| Vanguard Mid Cap Growth Index Adm | Other securities | — | — | $217K | 1.7% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $197K | 1.5% | |
| Vanguard Small Cap Growth Index Adm | Other securities | — | — | $193K | 1.5% | |
| Vanguard REIT Index Adm | Common Stock | — | — | $153K | 1.2% | |
| Vanguard Value Index Adm | Other securities | — | — | $133K | 1.0% | |
| Vanguard Mid Cap Value Index Adm | Other securities | — | — | $98K | 0.8% | |
| DFA US Social Core Equity 2 | Other securities | — | — | $93K | 0.7% | |
| Northern Global Sustainability Index | Other securities | — | — | $75K | 0.6% | |
| Vanguard Federal Money Market Investor | Cash / Money Market | — | — | $74K | 0.6% | |
| DFA Emerging Markets I | Other securities | — | — | $50K | 0.4% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $45K | 0.3% | |
| Vanguard Intermediate-Term Bond Idx Adm | Mutual Funds | — | — | $44K | 0.3% | |
| Calvert Small Cap Fund Class I | Other securities | — | — | $23K | 0.2% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares | Other securities | — | — | $21K | 0.2% | |
| Vanguard Inflation-Protected Secs Adm | Other securities | — | — | $14K | 0.1% | |
| Vanguard Small Cap Value Index Adm | Other securities | — | — | $13K | 0.1% | |
| transferred Contributions pending under VFCP participant loan late to not corrected correction and PTE repayments Plan corrected outside VFCP in VFCP 2002-51 are included $ 12,268 59 | Participant loans | — | — | $12K | <0.1% | |
| DFA Emerging Markets Social Core Portfolio | Other securities | — | — | $8K | <0.1% | |
| Vanguard Total International Bond Idx Adm | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| MENGEL METZER BARR & CO LLP | 16-1092347 | — | ACCOUNTANT/AUDITOR | $12K | — |
