Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | $3.2M | $5.3M | 12.9% | |
| Vanguard Target Retirement 2030 | Other securities | — | $4.8M | $5.0M | 12.2% | |
| ` Fidelity Contra Fund K6 | Other securities | — | $2.4M | $4.4M | 10.7% | |
| Vanguard Target Retirement 2035 | Other securities | — | $3.5M | $3.8M | 9.4% | |
| Vanguard Target Retirement 2040 | Other securities | — | $3.1M | $3.3M | 8.1% | |
| Vanguard Target Retirement 2045 | Other securities | — | $2.4M | $2.7M | 6.5% | |
| Fidelity Mid Cap Index | Other securities | — | $1.8M | $2.5M | 6.0% | |
| Vanguard Target Retirement 2025 | Other securities | — | $1.8M | $1.8M | 4.3% | |
| Vanguard Target Retirement 2050 | Other securities | — | $1.4M | $1.6M | 3.9% | |
| Vanguard Target Retirement 2020 | Other securities | — | $1.7M | $1.6M | 3.8% | |
| Fidelity International Discovery | Other securities | — | $1.4M | $1.5M | 3.7% | |
| DFA US Small Cap I | Other securities | — | $873K | $1.1M | 2.8% | |
| Fidelity Government Moneymarket | Other securities | — | $1.1M | $1.1M | 2.7% | |
| Vanguard Target Retirement 2055 | Other securities | — | $916K | $1.0M | 2.5% | |
| Vanguard Target Retirement Income | Other securities | — | $972K | $958K | 2.3% | |
| Baird Aggressive Bond Institutional | Other securities | — | $822K | $775K | 1.9% | |
| PIMCO Total Return Institutional | Other securities | — | $860K | $753K | 1.8% | |
| 12/8/2034 | Other securities | — | — | $688K | 1.7% | |
| Fidelity Real Estate Investment | Other securities | — | $415K | $407K | 1.0% | |
| Vanguard Target Retirement 2060 | Other securities | — | $272K | $306K | 0.7% | |
| DFA International Small Co. I | Common Stock | — | $210K | $214K | 0.5% | |
| Par/ Interest Maturity Shares Rate Date AB Global Bond I Fund | Other securities | — | $90K | $75K | 0.2% | |
| Vanguard Target Retirement 2065 | Other securities | — | $61K | $67K | 0.2% | |
| PIF Diversified Real Asset I | Other securities | — | $73K | $67K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
