Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBOR INVESTMENT ADVISORY, LLC | 90-0497525 | WEEHAWKEN, NJ | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | TOWSON, MD | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Collateral, and Par or Maturity Value Cost** value Mutual Funds Vanguard Target Retirement 2030 | Other securities | — | — | $390K | 25.1% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $298K | 19.1% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $210K | 13.5% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $178K | 11.5% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $139K | 8.9% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $113K | 7.3% | |
| Vanguard Target Retirement Income | Other securities | — | — | $71K | 4.5% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $45K | 2.9% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $37K | 2.4% | |
| Fidelity Total Market Index Instl Prem | Other securities | — | — | $30K | 1.9% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $15K | 0.9% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $15K | 0.9% | |
| PIMCO Government Money Market - Institutional | Cash / Money Market | — | — | $9K | 0.6% | |
| Baird Core Plus Bond Fund-IV | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
