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 | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PLAN PARTNERS, LLC | 81-2872393 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $662K | 19.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $433K | 12.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $355K | 10.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $265K | 7.9% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $245K | 7.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $193K | 5.7% | |
| AMERICAN FUNDS NEW WORLD R6 964 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $183K | 5.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $166K | 4.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $138K | 4.1% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $115K | 3.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $86K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $65K | 1.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $64K | 1.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $63K | 1.9% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $60K | 1.8% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $38K | 1.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $35K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $34K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $27K | 0.8% | |
| PRINCIPAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $23K | 0.7% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $17K | 0.5% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $17K | 0.5% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $16K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $15K | 0.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $13K | 0.4% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $4K | 0.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $3K | <0.1% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $10K |
| — |
