Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLB & B ADVISORS, LLC | — | MONTGOMERYVILLE, PA | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group VG TARGET RET 2025 INV Various Maturities | Common Stock | — | — | $1.1M | 14.0% | |
| Vanguard Group VG TARGET RET 2045 INV Various Maturities | Common Stock | — | — | $849K | 11.0% | |
| iShares by Black Rock ISHR CORE SP TOTL US STOC Various Maturities | Other securities | — | — | $696K | 9.0% | |
| Vanguard Group VG TARGET RET 2055 INV Various Maturities | Common Stock | — | — | $584K | 7.6% | |
| Aggressive Grwth & Inc Aggressive Grwth & Inc Various Maturities | Common Stock | — | — | $549K | 7.1% | |
| Vanguard Group VG TARGET RET 2050 INV Various Maturities | Common Stock | — | — | $513K | 6.7% | |
| Vanguard Group VG TARGET RET 2030 INV Various Maturities | Common Stock | — | — | $408K | 5.3% | |
| Charles Schwab US LCap Grwth ETF Various Maturities | Other securities | — | — | $405K | 5.3% | |
| Moderate Grwth & Inc Moderate Grwth & Inc Various Maturities | Common Stock | — | — | $401K | 5.2% | |
| Vanguard Group VG TARGET RET 2040 INV Various Maturities | Common Stock | — | — | $348K | 4.5% | |
| Vanguard Group VG TARGET RET 2020 INV Various Maturities | Common Stock | — | — | $241K | 3.1% | |
| Vanguard Group Van FTSE Devel Mkt WTF Various Maturities | Common Stock | — | — | $197K | 2.6% | |
| CMFG SV A34 CMFG SV A34 Various Maturities | Other securities | — | — | $192K | 2.5% | |
| Conserv Grwth & Inc Conserv Grwth & Inc Various Maturities | Common Stock | — | — | $171K | 2.2% | |
| Vanguard Group Vanguard SmallCap Growth Various Maturities | Common Stock | — | — | $115K | 1.5% | |
| Vanguard Group VG TARGET RET 2060 INV Various Maturities | Common Stock | — | — | $114K | 1.5% | |
| 4.25% to 6.50% | Bonds / Notes | — | — | $107K | 1.4% | |
| Vanguard Group VG TARGET RET 2035 INV Various Maturities | Common Stock | — | — | $87K | 1.1% | |
| Vanguard Group Van Information Tech ETF Various Maturities | Common Stock | — | — | $69K | 0.9% | |
| iShares by Black Rock ISHR CORE TTLAGGUS BD E Various Maturities | Other securities | — | — | $41K | 0.5% | |
| Energy Select Sector SPDR Energy Select Sector SPDR Various Maturities | Other securities | — | — | $40K | 0.5% | |
| Conservative Growth Conservative Growth Various Maturities | Other securities | — | — | $40K | 0.5% | |
| Vanguard Group Van TARGET RET 2065 INV Various Maturities | Common Stock | — | — | $33K | 0.4% | |
| Aggressive Growth Aggressive Growth Various Maturities | Other securities | — | — | $23K | 0.3% | |
| iShares by Black Rock ISHR CORE SP SMALLCAP ETF Various Maturities | Other securities | — | — | $11K | 0.1% | |
| Vanguard Group Van TRGT RTRMNT INC INV Various Maturities | Common Stock | — | — | $8K | 0.1% | |
| iShares by Black Rock ISHRES RUSS MCAP GRW ETF Various Maturities | Other securities | — | — | $7K | <0.1% | |
| Vanguard Group Van FTSE All-Wld exUS ETF Various Maturities | Common Stock | — | — | $7K | <0.1% | |
| Charles Schwab US Div Eqty ETF Various Maturities | Other securities | — | — | $7K | <0.1% | |
| iShares by Black Rock ISHARES CORE SP MCap ETF Various Maturities | Other securities | — | — | $7K | <0.1% | |
| SPDR BLMBRG BARC HIYD BDSPDR BLMBRG BARC HIYD BD Various Maturities | Other securities | — | — | $5K | <0.1% | |
| Vanguard Group VG HEALTH CARE ETF Various Maturities | Common Stock | — | — | $3K | <0.1% | |
| Real Est Sel Sec SPDR ETF Real Est Sel Sec SPDR ETF Various Maturities | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
