Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $28K | — |
| CREATIVE PLANNING INC. | 43-1270780 | — | N/A | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Registered Investment Company | Other securities | — | — | $2.1M | 15.3% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | Other securities | — | — | $1.9M | 13.8% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | Other securities | — | — | $1.5M | 11.0% | |
| iShares S&P 500 Index Fund Class K Registered Investment Company | Other securities | — | — | $1.4M | 10.1% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | Other securities | — | — | $1.2M | 8.7% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | Other securities | — | — | $910K | 6.7% | |
| Fidelity Large Cap Growth Idx Registered Investment Company | Other securities | — | — | $839K | 6.2% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | Other securities | — | — | $809K | 6.0% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | Other securities | — | — | $746K | 5.5% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | Other securities | — | — | $516K | 3.8% | |
| Vanguard Mid Cap Index-Admiral Registered Investment Company | Other securities | — | — | $255K | 1.9% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | Other securities | — | — | $252K | 1.9% | |
| maturing through December 2034 0 | Other securities | — | — | $240K | 1.8% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | Other securities | — | — | $205K | 1.5% | |
| Vanguard Small Cap Index Admiral Registered Investment Company | Other securities | — | — | $175K | 1.3% | |
| FDIC Insured Dep Acct Interest-Bearing Cash | Cash / Money Market | — | — | $131K | 1.0% | |
| Vanguard Developed Markets Index Adm Registered Investment Company | Other securities | — | — | $115K | 0.8% | |
| Vanguard Interm-Term Bond Index Adm Registered Investment Company | Other securities | — | — | $95K | 0.7% | |
| Fidelity® Small Cap Value Index Registered Investment Company ** 3 Fidelity Large Cap Value Index Registered Investment Company | Other securities | — | — | $57K | 0.4% | |
| Vanguard FTSE All-World ex-US Small Cap Registered Investment Company ** 2 Vanguard REIT Index Adm Registered Investment Company | Common Stock | — | — | $44K | 0.3% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | Other securities | — | — | $43K | 0.3% | |
| DFA Inflation-Protected Securities I Registered Investment Company | Other securities | — | — | $41K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | Other securities | — | — | $36K | 0.3% | |
| Fidelity Mid Cap Growth Index Registered Investment Company | Other securities | — | — | $4K | <0.1% | |
| Fidelity Small Cap Growth Index Registered Investment Company | Other securities | — | — | $2K | <0.1% | |
| DFA Intermediate Govt Fund II Registered Investment Company | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | 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.
