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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.6M | 20.8% | |
| FEDERATED CAP PRESERVATION - R FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 17.5% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $810K | 10.3% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $515K | 6.5% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $369K | 4.7% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $347K | 4.4% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $310K | 3.9% | |
| T.ROWE PRICE RETIREMENT 2020-R 49 REGISTERED INVESTMENT COMPANY PIONEER INTL EQTY Y | Registered Investment Companies | — | — | $309K | 3.9% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $278K | 3.5% | |
| BNYM STRATEGIC VALUE - I | Registered Investment Companies | — | — | $241K | 3.1% | |
| AMER BOND FUND OF AMERICA-R4 | Registered Investment Companies | — | — | $237K | 3.0% | |
| FEDERATED MDT MIDCAP GROWTH I | Registered Investment Companies | — | — | $237K | 3.0% | |
| ISHARES MSCI EAFE INTL INDEX A 305 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $179K | 2.3% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $176K | 2.2% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $149K | 1.9% | |
| H&W SMCAP VAL FUND A | Registered Investment Companies | — | — | $146K | 1.9% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $121K | 1.5% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $119K | 1.5% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $117K | 1.5% | |
| NEUBERGER & BERMAN GENESIS-INV | Registered Investment Companies | — | — | $85K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $58K | 0.7% | |
| ISHARES RUSSELL MIDCAP INDEX A | Registered Investment Companies | — | — | $54K | 0.7% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $21K | 0.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <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 |
| $36K |
| — |
