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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 22.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $730K | 9.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $718K | 8.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $662K | 8.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $649K | 8.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $630K | 7.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $603K | 7.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $544K | 6.7% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $390K | 4.8% | |
| AMERFUNDS 2015 TARG DATERET R6 79 REGISTERED INVESTMENT COMPANY AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $280K | 3.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $230K | 2.8% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $197K | 2.4% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $158K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $134K | 1.6% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $129K | 1.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $109K | 1.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $103K | 1.3% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $31K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
