Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $72K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEDARD, KUROWICKI & CO, CPAS, PC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.7M | 12.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.5M | 11.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.3M | 9.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $928K | 7.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $897K | 6.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $769K | 5.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $630K | 4.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $506K | 3.8% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $464K | 3.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $451K | 3.4% | |
| BR LP INDEX 2025 FUND - K | Registered Investment Companies | — | — | $430K | 3.2% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $380K | 2.9% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $356K | 2.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $329K | 2.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $315K | 2.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $274K | 2.1% | |
| THORNBURG STRAT INC R6 | Registered Investment Companies | — | — | $272K | 2.1% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $254K | 1.9% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $250K | 1.9% | |
| FID ADV SMALL CAP FUND - Z | Registered Investment Companies | — | — | $203K | 1.5% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $203K | 1.5% | |
| COL INC OPPORTUNITIES I3 | Registered Investment Companies | — | — | $166K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $151K | 1.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $118K | 0.9% | |
| GOLDMAN SACHS MCV R6 | Registered Investment Companies | — | — | $106K | 0.8% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $67K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $53K | 0.4% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $43K | 0.3% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $17K | 0.1% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $11K | <0.1% | |
| LORD ABBETT INCOME FUND R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3299874 |
| — |
| ACCOUNTANT |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $66K | — |
