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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $28K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund Mutual fund | Other securities | — | — | $2.4M | 17.3% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | Other securities | — | — | $2.1M | 15.4% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | Other securities | — | — | $2.1M | 15.0% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | Other securities | — | — | $1.9M | 13.9% | |
| Fidelity 500 Index Fund Mutual fund | Other securities | — | — | $1.3M | 9.6% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | Other securities | — | — | $1.0M | 7.3% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | Other securities | — | — | $910K | 6.5% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund | Other securities | — | — | $281K | 2.0% | |
| Janus Enterprise Fund Mutual fund | Other securities | — | — | $254K | 1.8% | |
| Victory Sycamore Established Value Fund Mutual fund | Other securities | — | — | $243K | 1.7% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | Other securities | — | — | $197K | 1.4% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | Other securities | — | — | $185K | 1.3% | |
| Janus Triton Fund Mutual fund | Other securities | — | — | $179K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual fund | Other securities | — | — | $168K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | Other securities | — | — | $133K | 1.0% | |
| American Funds American Balanced Fund Mutual fund | Other securities | — | — | $129K | 0.9% | |
| Fidelity Government Money Market Fund Money market fund | Cash / Money Market | — | — | $116K | 0.8% | |
| Participant loans Interest rates from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $79K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | Other securities | — | — | $27K | 0.2% | |
| MFS International Diversification Fund Mutual fund | Other securities | — | — | $25K | 0.2% | |
| Hartford Global Impact Fund Mutual fund | Other securities | — | — | $24K | 0.2% | |
| Fidelity Small Cap Value Index Fund Mutual fund | Other securities | — | — | $19K | 0.1% | |
| American Funds New World Fund Mutual fund | Other securities | — | — | $18K | 0.1% | |
| American Funds The Bond Fund of America Mutual fund | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METZ & ASSOCIATES PLLC | 46-4558541 | — | ACCOUNTANT/AUDITOR | $11K | — |
