Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD INSTITUTION INVESTOR SERV | 23-7825314 | — | NONE | $110K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Inst | Other securities | — | $6.1M | $15.1M | 18.8% | |
| Vanguard Total Bond Market Index Fund Inst | Other securities | — | $15.1M | $13.4M | 16.7% | |
| Vanguard Total International Bond Index Fund Inst | Other securities | — | $13.1M | $11.8M | 14.7% | |
| Vanguard Total International Stock Index Inst | Other securities | — | $7.0M | $8.9M | 11.1% | |
| Vanguard Short-Term Investment Inst | Other securities | — | $8.0M | $7.7M | 9.6% | |
| Vanguard Intermediate -Term Inv Grade Admiral | Other securities | — | $6.5M | $5.8M | 7.2% | |
| Vanguard Real Estate Index Fund Admiral | Other securities | — | $1.7M | $2.0M | 2.4% | |
| Costco Wholesale Corp | Common Stock | — | $1.0M | $1.4M | 1.7% | |
| Netflix Inc | Common Stock | — | $805K | $1.3M | 1.7% | |
| JPMorgan Chase & Co | Common Stock | — | $393K | $599K | 0.7% | |
| Liquid Assets Government Fund | Other securities | — | $570K | $570K | 0.7% | |
| Spdr S&P 500 Etf Tr | Other securities | — | $500K | $509K | 0.6% | |
| Untd Rentals Inc | Common Stock | — | $328K | $493K | 0.6% | |
| Amazon.Com Inc | Common Stock | — | $306K | $483K | 0.6% | |
| Exxon Mobil Corp | Common Stock | — | $437K | $430K | 0.5% | |
| Marathon Petroleum Co | Common Stock | — | $402K | $419K | 0.5% | |
| Lilly Eli & Co | Common Stock | — | $419K | $386K | 0.5% | |
| Columbia Select Mid Cap Growth Fund Class Inst | Other securities | — | $392K | $365K | 0.5% | |
| Walmart Inc | Common Stock | — | $229K | $361K | 0.5% | |
| Clearbridge Dividend Strategy Fund Class 1 | Other securities | — | $327K | $332K | 0.4% | |
| Chubb Ltd Chf | Common Stock | — | $278K | $332K | 0.4% | |
| GNMA PL 002671M | Agency / Mortgage-Backed | — | — | $325K | 0.4% | |
| Home Depot Inc | Common Stock | — | $235K | $272K | 0.3% | |
| Intuitive Surgical Inc | Common Stock | — | $269K | $261K | 0.3% | |
| Linde Plc New Eur | Common Stock | — | $197K | $251K | 0.3% | |
| Union Pacific Corp | Common Stock | — | $250K | $251K | 0.3% | |
| Goldman Sachs Group Inc | Common Stock | — | $240K | $229K | 0.3% | |
| Canadian Pac Kans City Ltd Cad | Common Stock | — | $220K | $217K | 0.3% | |
| iShares Biotechnology Etf | Other securities | — | $210K | $212K | 0.3% | |
| Clearbridge Large Cap Value Fund Class 1 | Other securities | — | $221K | $210K | 0.3% | |
| Vistra Corp | Common Stock | — | $220K | $207K | 0.3% | |
| HCA Health Care Inc | Common Stock | — | $187K | $195K | 0.2% | |
| Vanguard Mid-Cap Value Etf | Other securities | — | $200K | $194K | 0.2% | |
| Iovance Biotherapeutics Inc | Common Stock | — | $337K | $148K | 0.2% | |
| Genl Dynamics Corp | Common Stock | — | $117K | $132K | 0.2% | |
| TE Connectivity Plc | Common Stock | — | $94K | $114K | 0.1% | |
| Skechers USA Inc Cl A | Common Stock | — | $95K | $101K | 0.1% | |
| Coca Cola Co Com | Common Stock | — | $93K | $93K | 0.1% | |
| iShares Russell 2000 Etf | Other securities | — | $95K | $88K | 0.1% | |
| Magyar Bank | Other securities | — | $83K | $83K | 0.1% | |
| GNMA PL 003187M | Agency / Mortgage-Backed | — | — | $63K | <0.1% | |
| Spdr S&P Biotech Etf | Other securities | — | $40K | $36K | <0.1% | |
| GNMA PL 002473M | Agency / Mortgage-Backed | — | — | $25K | <0.1% | |
| GNMA PL 003160M 6.000% 11/20/31 | Agency / Mortgage-Backed | — | $3K | $3K | <0.1% | |
| GNMA PL 003238M 6.000% 05/20/32 | Agency / Mortgage-Backed | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | CRANFORD, NJ | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.E. SHAFFER & CO. | 22-1750854 | WEST TRENTON, NJ | NONE | $519K | — |
| AETNA LIFE INSURANCE CO. | 06-6033492 | — | NONE | $335K | — |
| CAPITAL RX, INC. | — | NEW YORK, NY | NONE | $217K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $82K | — |
| KROLL & HEINEMAN | 22-2897879 | — | NONE | $30K | — |
| PRINCETON HEALTHCARE SYSTEMS | 21-0635009 | PRINCETON, NJ | NONE | $21K | — |
| LINDABURY MCCORMICK | 22-1943351 | — | NONE | $18K | — |
| NEW BRUNSWICK ELECTRICIANS CLUB | — | NORTH BRUNSWICK, NJ | NONE | $16K | — |
| MILLIMAN INC. | 91-0675641 | PEPPER PIKE, OH | NONE | $11K | — |
| SUMMIT ACTUARIAL SERVICES LLC | 22-3082451 | MOORESTOWN, NJ | NONE | $9K | — |
