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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPLED ADVISORS, INC. | 88-1673202 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $1.6M | 17.3% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.1M | 12.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.1M | 12.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $979K | 10.8% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $904K | 10.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $891K | 9.8% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $578K | 6.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $335K | 3.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $234K | 2.6% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $158K | 1.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $103K | 1.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $96K | 1.1% | |
| DFA US LG CAP GROWTH PORT INST | Registered Investment Companies | — | — | $94K | 1.0% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $54K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $50K | 0.6% | |
| JPMORGAN INCOME R6 | Registered Investment Companies | — | — | $47K | 0.5% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $40K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $36K | 0.4% | |
| VANGUARD GLBL MIN VOL ADM | Registered Investment Companies | — | — | $28K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $28K | 0.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $27K | 0.3% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $26K | 0.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $26K | 0.3% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $18K | 0.2% | |
| NUVEEN HIGH YIELD R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $16K | 0.2% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $10K | 0.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
