Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUMBERLAND ADVISORS | — | SARASOTA, FL | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company 500 Index Fund - Adm | Other securities | — | — | $1.7M | 16.6% | |
| Vanguard Fiduciary Trust Company Target Retirement 2035 Fund | Other securities | — | — | $1.6M | 15.6% | |
| Vanguard Fiduciary Trust Company Target Retirement 2025 Fund | Other securities | — | — | $834K | 8.0% | |
| Vanguard Fiduciary Trust Company Target Retirement 2030 Fund | Other securities | — | — | $807K | 7.8% | |
| Vanguard Fiduciary Trust Company Target Retirement 2050 Fund | Other securities | — | — | $793K | 7.6% | |
| Vanguard Fiduciary Trust Company Target Retirement 2040 Fund | Other securities | — | — | $581K | 5.6% | |
| Vanguard Fiduciary Trust Company Target Retirement 2020 Fund | Other securities | — | — | $467K | 4.5% | |
| Vanguard Fiduciary Trust Company Balanced Index Fund - Adm | Other securities | — | — | $461K | 4.4% | |
| Vanguard Fiduciary Trust Company Mid Cap Index Fund - Adm | Other securities | — | — | $420K | 4.0% | |
| Vanguard Fiduciary Trust Company Target Retirement 2055 Fund | Other securities | — | — | $332K | 3.2% | |
| Vanguard Fiduciary Trust Company Small-Cap Index Fund - Adm | Other securities | — | — | $330K | 3.2% | |
| Vanguard Fiduciary Trust Company Federal Money Market Fund - Inv | Cash / Money Market | — | — | $327K | 3.2% | |
| Vanguard Fiduciary Trust Company Target Retirement 2045 Fund | Other securities | — | — | $311K | 3.0% | |
| Notes receivable from participants Interest rates at 5.25% to 10.50% | Bonds / Notes | — | — | $304K | 2.9% | |
| Vanguard Fiduciary Trust Company Total Bond Market Index Fund - Adm | Other securities | — | — | $242K | 2.3% | |
| Dimensional Fund Advisors Large Cap International Portfolio - Instl | Other securities | — | — | $227K | 2.2% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio - Instl | Other securities | — | — | $115K | 1.1% | |
| Vanguard Fiduciary Trust Company Total Stock Market Index Fund - Adm | Other securities | — | — | $83K | 0.8% | |
| Dimensional Fund Advisors Emerging Markets Portfolio - Instl | Other securities | — | — | $75K | 0.7% | |
| Vanguard Fiduciary Trust Company Target Retirement 2060 Fund | Other securities | — | — | $72K | 0.7% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio- Instl | Other securities | — | — | $58K | 0.6% | |
| Vanguard Fiduciary Trust Company Target Retirement Income Fund | Other securities | — | — | $53K | 0.5% | |
| Vanguard Fiduciary Trust Company Interm-Term Invest-Grade Fund - Adm | Other securities | — | — | $52K | 0.5% | |
| Vanguard Fiduciary Trust Company Short-Term Federal Fund - Adm | Other securities | — | — | $51K | 0.5% | |
| Vanguard Fiduciary Trust Company Target Retirement 2065 Fund | Other securities | — | — | $37K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
