Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $1.7M | 17.0% | |
| Prudential Total Return Bond | Other securities | — | — | $1.4M | 14.3% | |
| Fidelity International Index | Other securities | — | — | $1.2M | 12.3% | |
| Fidelity Large Cap Growth Index | Other securities | — | — | $986K | 10.0% | |
| * The Standard Insurance Company Standard Stable Asset Fund A | Guaranteed Income / GIC | — | — | $764K | 7.8% | |
| Vanguard Equity Income Admiral | Other securities | — | — | $763K | 7.7% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $498K | 5.0% | |
| Nuveen Lifecyc Lifecycle Index 2045 | Other securities | — | — | $421K | 4.3% | |
| Janus Henderson Enterprise | Other securities | — | — | $382K | 3.9% | |
| Nuveen Lifecyc Lifecycle Index 2030 | Other securities | — | — | $279K | 2.8% | |
| MFS Mid Cap Value | Other securities | — | — | $271K | 2.7% | |
| Nuveen Lifecyc Lifecycle Index 2025 | Other securities | — | — | $257K | 2.6% | |
| Nuveen Lifecyc Lifecycle Index 2035 | Other securities | — | — | $206K | 2.1% | |
| Nuveen Lifecyc Lifecycle Index 2050 | Other securities | — | — | $156K | 1.6% | |
| Nuveen Lifecyc Lifecycle Index 2040 | Other securities | — | — | $88K | 0.9% | |
| Nuveen Lifecyc Lifecycle Index 2060 | Other securities | — | — | $86K | 0.9% | |
| Vanguard Balanced Index Admiral | Other securities | — | — | $79K | 0.8% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $64K | 0.7% | |
| Nuveen Lifecyc Lifecycle Index 2055 | Other securities | — | — | $61K | 0.6% | |
| Prudential High Yield Bond | Other securities | — | — | $44K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | — | — | $35K | 0.4% | |
| Nuveen Lifecyc Lifecycle Index 2020 | Other securities | — | — | $29K | 0.3% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $26K | 0.3% | |
| Vanguard REIT Index Admiral | Common Stock | — | — | $18K | 0.2% | |
| Nuveen Lifecyc Lifecycle Index 2015 | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
