Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Other securities | — | — | $2.3M | 21.7% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $1.8M | 17.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $1.7M | 16.0% | |
| Vanguard Target Retirement Income | Other securities | — | — | $1.5M | 14.0% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $1.3M | 12.1% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $895K | 8.4% | |
| Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $438K | 4.1% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $299K | 2.8% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $109K | 1.0% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $100K | 0.9% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $57K | 0.5% | |
| Fidelity Lifecycle Retirement Income | Other securities | — | — | $43K | 0.4% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $37K | 0.3% | |
| Vanguard Short Term Inflation Protected Sec Index Adm | Other securities | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2070 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
