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 | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.3M | 15.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $2.4M | 11.8% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $2.0M | 9.5% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $1.7M | 8.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.5M | 7.1% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $1.1M | 5.3% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $890K | 4.3% | |
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $777K | 3.7% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $766K | 3.7% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $755K | 3.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $600K | 2.9% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $566K | 2.7% | |
| FID ADV INTL SM CAP OPPS Z | Registered Investment Companies | — | — | $515K | 2.5% | |
| BLACKROCK INTERNATIONAL K | Registered Investment Companies | — | — | $488K | 2.3% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $463K | 2.2% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $431K | 2.1% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $421K | 2.0% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $421K | 2.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $332K | 1.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $308K | 1.5% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $275K | 1.3% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $206K | 1.0% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $195K | 0.9% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $150K | 0.7% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $93K | 0.4% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $67K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.