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 | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABD REITREMENT SERVICES | 80-0833114 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $7.0M | 17.0% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $6.6M | 15.9% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $4.7M | 11.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.9M | 7.0% | |
| T ROWE PRICE TARGET 2060 | Registered Investment Companies | — | — | $2.6M | 6.2% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $2.2M | 5.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.9M | 4.5% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.8M | 4.3% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $1.7M | 4.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.3M | 3.1% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $1.1M | 2.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $850K | 2.1% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $807K | 1.9% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $672K | 1.6% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $626K | 1.5% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $625K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $414K | 1.0% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $376K | 0.9% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $365K | 0.9% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $44K | 0.1% | |
| TROWEPRICE RETIREMENT 2005 INV | Registered Investment Companies | — | — | $16K | <0.1% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $12K | <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 |
| $65K |
| — |
