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 | -$75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | CONSULTANT | $18K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $60.3M | 13.7% | |
| Fidelity Contrafund Class K | Other securities | — | — | $59.8M | 13.6% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $40.5M | 9.2% | |
| Fidelity Freedom 2045 Fund | Other securities | — | — | $35.3M | 8.1% | |
| Fidelity Freedom 2025 Fund | Other securities | — | — | $24.6M | 5.6% | |
| Fidelity Freedom 2030 Fund | Other securities | — | — | $24.5M | 5.6% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $20.0M | 4.6% | |
| Vanguard Prime Money Market Fund | Cash / Money Market | — | — | $19.0M | 4.3% | |
| American Funds - Balanced R6 | Other securities | — | — | $18.1M | 4.1% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $14.7M | 3.4% | |
| Crln E MID Cap GR R6 | Other securities | — | — | $13.9M | 3.2% | |
| American Funds - EuroPacific Growth R6 | Other securities | — | — | $12.9M | 2.9% | |
| Janus Triton Class I | Other securities | — | — | $12.0M | 2.7% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $11.9M | 2.7% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $10.4M | 2.4% | |
| JPM CORE BOND R6 | Other securities | — | — | $10.1M | 2.3% | |
| American Funds - American Balanced R6 | Other securities | — | — | $9.6M | 2.2% | |
| BrokerageLink | Other securities | — | — | $8.3M | 1.9% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $6.7M | 1.5% | |
| PIM RAE US SM I | Other securities | — | — | $5.8M | 1.3% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $5.1M | 1.2% | |
| Participant loans | Participant loans | — | — | $4.6M | 1.1% | |
| Fidelity Managed Income Portfolio Class 1 | Other securities | — | — | $3.3M | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.3M | 0.8% | |
| Fidelity Freedom 2015 Fund | Other securities | — | — | $2.4M | 0.5% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $1.9M | 0.4% | |
| Fidelity Government Income | Other securities | — | — | $1.9M | 0.4% | |
| Fidelity Freedom Income Fund | Other securities | — | — | $975K | 0.2% | |
| Fidelity Freedom 2070 Fund | Other securities | — | — | $456 | <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 |
|---|---|---|---|---|---|
| COHNREZNICK | 33-4144829 | — | ACCOUNTANT/AUDITOR | $29K | — |
