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 | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $16.6M | 37.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $6.6M | 15.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $4.1M | 9.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4.1M | 9.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 5.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 4.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $791K | 1.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $784K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $653K | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $549K | 1.2% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $265K | 0.6% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $248K | 0.6% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $225K | 0.5% | |
| FED HERM GOV OBLG PREMIER | Registered Investment Companies | — | — | $172K | 0.4% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $144K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $137K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $73K | 0.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $52K | 0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $43K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $33K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $20K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | 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 |
| $45K |
| — |
