Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | RECORDKEEPER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index 55,007 shares | Other securities | — | $55K | $7.8M | 12.6% | |
| Fidelity Contrafund 330,673 shares | Other securities | — | $331K | $7.0M | 11.3% | |
| EBS MANAGED ACCOUNT EUBEL, BRADY & SUTTMAN ASSET MANAGEMENT, INC · EIN 31-1386402 / PN 000 | Common Collective Trust | — | $143K | $6.7M | 11.0% | |
| Vanguard Growth Index Admiral 21,781 shares | Other securities | — | $22K | $4.6M | 7.5% | |
| Vanguard Mid-Cap Index 11,037 shares | Other securities | — | $11K | $3.6M | 5.9% | |
| Schwab Self-Directed Brokerage Account | Other securities | — | — | $3.2M | 5.3% | |
| Fidelity Value Discovery 79,609 shares | Other securities | — | $80K | $2.9M | 4.7% | |
| Fidelity Select Technology 69,531 shares | Other securities | — | $70K | $2.6M | 4.2% | |
| Vanguard Target Retirement 2045 Investment 81,864 shares | Other securities | — | $82K | $2.4M | 4.0% | |
| Vanguard Intermediate-Term Bond Index 237,521 shares | Other securities | — | $238K | $2.4M | 3.9% | |
| Vanguard FTSE All-World ex-US Index 58,230 shares | Other securities | — | $58K | $2.1M | 3.4% | |
| Fidelity Balanced 67,374 shares | Other securities | — | $67K | $2.0M | 3.2% | |
| Vanguard Small-Cap Growth Index 20,013 shares | Other securities | — | $20K | $2.0M | 3.2% | |
| Fidelity Mid-Cap Stock 44,745 shares | Other securities | — | $45K | $1.9M | 3.1% | |
| Vanguard Federal Money Market Investor 1,822,063 shares | Cash / Money Market | — | $1.8M | $1.8M | 3.0% | |
| Vanguard Emerging Markets Stock Index 41,465 shares | Other securities | — | $41K | $1.5M | 2.5% | |
| Fidelity Low-Priced Stock 28,364 shares | Other securities | — | $28K | $1.2M | 1.9% | |
| Fidelity Inflation-Protected Bond Index 121,904 shares | Other securities | — | $122K | $1.1M | 1.8% | |
| Vanguard Target Retirement 2025 Investment 45,615 shares | Other securities | — | $46K | $853K | 1.4% | |
| MFS International Growth I 15,707 shares | Other securities | — | $16K | $742K | 1.2% | |
| Fidelity Select Health Care 25,765 shares | Other securities | — | $26K | $702K | 1.1% | |
| Vanguard Real Estate Index 4,888 shares | Other securities | — | $5K | $617K | 1.0% | |
| Vanguard Target Retirement Income Investment 36,311 shares | Other securities | — | $36K | $476K | 0.8% | |
| Vanguard Target Retirement 2055 Investment 3,129 shares | Other securities | — | $3K | $174K | 0.3% | |
| Vanguard High-Yield Corporate Fund Investor 22,820 shares | Other securities | — | $23K | $124K | 0.2% | |
| Vanguard Target Retirement 2035 Investment 4,507 shares | Other securities | — | $5K | $108K | 0.2% | |
| Vanguard Long-Term Investment-Grade Fund Investor 6,620 shares | Other securities | — | $7K | $50K | <0.1% | |
| Amana Income Fund 612 shares | Other securities | — | — | $39K | <0.1% | |
| AB Government Money Market Portfolio 29,218 shares | Cash / Money Market | — | $29K | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
