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 | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2065 PREMIER | Other securities | — | — | $176K | 58.7% | |
| AMF GROWTH FUND OF AMERICA R6 117 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $43K | 14.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $23K | 7.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $19K | 6.3% | |
| FID FREEDOM INDEX 2040 PREMIER 471 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $16K | 5.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $10K | 3.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $4K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $2K | 0.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM 30 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $32 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.