Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | DRESHER, PA | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKMONT CAPITAL MGMT | 48-1263655 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Investor | Other securities | — | — | $1.3M | 37.1% | |
| Vanguard LifeStrategy Consv Growth | Other securities | — | — | $631K | 18.4% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $490K | 14.3% | |
| Victory Capital Pioneer Fundamental Growth R6 | Other securities | — | — | $272K | 7.9% | |
| Vanguard Windsor II Admiral | Other securities | — | — | $179K | 5.2% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $152K | 4.4% | |
| Vanguard Total International Stock Index Admiral | Other securities | — | — | $96K | 2.8% | |
| Money Market Fund Vanguard Cash Reserves Federal Money Market Admiral | Cash / Money Market | — | — | $80K | 2.3% | |
| Nicholas Limited Edition I | Other securities | — | — | $61K | 1.8% | |
| Goldman Sachs Small Cap Value Institutional | Other securities | — | — | $58K | 1.7% | |
| TCW Core Fixed Income I | Other securities | — | — | $47K | 1.4% | |
| Harbor International Institutional | Other securities | — | — | $36K | 1.0% | |
| PIMCO Real Return Institutional | Other securities | — | — | $24K | 0.7% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio I | Mutual Funds | — | — | $18K | 0.5% | |
| Participant loans Interest rates from 4.50% to 9.50% | Bonds / Notes | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
