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 | $45K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLK TECH OPPS I | Registered Investment Companies | — | — | $1.3M | 7.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 7.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 7.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 6.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 6.4% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $983K | 6.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $931K | 5.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $930K | 5.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $720K | 4.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $720K | 4.4% | |
| INVESCO GLOBAL FOCUS R6 | Registered Investment Companies | — | — | $647K | 4.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $643K | 4.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $545K | 3.3% | |
| VIRTUS SILVANT FOCUSED GR R6 | Registered Investment Companies | — | — | $544K | 3.3% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $442K | 2.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $394K | 2.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $373K | 2.3% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $343K | 2.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $332K | 2.0% | |
| VANGUARD EXP VAL INV | Registered Investment Companies | — | — | $301K | 1.8% | |
| JPM MORTGAGE BACKED SEC R6 | Registered Investment Companies | — | — | $262K | 1.6% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $231K | 1.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $176K | 1.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $153K | 0.9% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $147K | 0.9% | |
| T ROWE PRICE REAL ASSETS I | Registered Investment Companies | — | — | $127K | 0.8% | |
| DFA CONT SM CO INSTL | Registered Investment Companies | — | — | $99K | 0.6% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $62K | 0.4% | |
| VAN WINDSOR - INV | Registered Investment Companies | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
