Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINDEN THOMAS & COMPANY | 82-1443892 | — | INVESTMENT ADVISOR | $245K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | TRUSTEE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Individually Directed Investments | Other securities | — | — | $41.7M | 66.1% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $2.8M | 4.4% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $1.8M | 2.9% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $1.7M | 2.6% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $1.7M | 2.6% | |
| Vanguard Growth Index Inv | Other securities | — | — | $1.4M | 2.2% | |
| Vanguard Mid-Cap Index Inv | Other securities | — | — | $1.0M | 1.6% | |
| Vanguard 500 Index Inv | Other securities | — | — | $1.0M | 1.6% | |
| Vanguard Small-Cap Index Inv | Other securities | — | — | $979K | 1.5% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $917K | 1.5% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $849K | 1.3% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $799K | 1.3% | |
| Self-Directed Brokerage Account VMS Ameritrade Self-Directed Brokerage Accounts | Other securities | — | — | $780K | 1.2% | |
| Vanguard Value Index Inv | Other securities | — | — | $779K | 1.2% | |
| Undiscovered Mgrs Behavioral Val R6 | Other securities | — | — | $578K | 0.9% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $475K | 0.8% | |
| Money Market Fund Vanguard Cash Reserves Federal Money Market Fund | Cash / Money Market | — | — | $462K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $385K | 0.6% | |
| Vanguard Total Bond Market Index In | Other securities | — | — | $369K | 0.6% | |
| Metropolitan West Total Return Bond P | Other securities | — | — | $310K | 0.5% | |
| BlackRock High Yield Bond Instl | Other securities | — | — | $301K | 0.5% | |
| Vanguard Total Intl Stock Index Inv | Other securities | — | — | $291K | 0.5% | |
| JPMorgan Large Cap Growth R5 | Other securities | — | — | $146K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Other securities | — | — | $137K | 0.2% | |
| maturing through December 2034 | Other securities | — | — | $129K | 0.2% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $126K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx In | Other securities | — | — | $112K | 0.2% | |
| Vanguard Real Estate Index Inv | Other securities | — | — | $104K | 0.2% | |
| Emerald Growth Institutional | Other securities | — | — | $76K | 0.1% | |
| Oakmark International Instl | Other securities | — | — | $46K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $28K | <0.1% | |
| T. Rowe Price Value Inv | Other securities | — | — | $13K | <0.1% | |
| MFS Mid Cap Value R4 | Mutual Funds | — | — | $12K | <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 |
|---|---|---|---|---|---|
| FUTUREPLAN (ASCENSUS) | — | DRESHER, PA | CONTRACT ADMINISTRATOR | $50K | — |
