Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | DUBLIN, OH | INVESTMENT ADVISORY | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual fund | Other securities | — | — | $641K | 17.7% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual fund | Other securities | — | — | $584K | 16.2% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | Other securities | — | — | $497K | 13.8% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual fund | Other securities | — | — | $495K | 13.7% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual fund | Other securities | — | — | $174K | 4.8% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Mutual fund | Other securities | — | — | $159K | 4.4% | |
| American Funds American Balanced Class R6 Mutual fund | Other securities | — | — | $156K | 4.3% | |
| Fidelity 500 Index Mutual fund | Other securities | — | — | $149K | 4.1% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual fund | Other securities | — | — | $143K | 4.0% | |
| NW Fixed Select Option Mutual fund ** 19 Interest rates ranging * Participant Notes Receivable from 4.25% - 9.50% - | Bonds / Notes | — | — | $140K | 3.9% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual fund | Other securities | — | — | $95K | 2.6% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual fund | Other securities | — | — | $84K | 2.3% | |
| Fidelity Large Cap Growth Index Mutual fund | Other securities | — | — | $62K | 1.7% | |
| Fidelity Midcap Index Mutual fund | Other securities | — | — | $55K | 1.5% | |
| Vanguard Total International Bond Index Admiral Mutual fund | Other securities | — | — | $36K | 1.0% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual fund | Other securities | — | — | $31K | 0.9% | |
| Fidelity Midcap Growth Index Mutual fund | Other securities | — | — | $27K | 0.7% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 Mutual fund | Other securities | — | — | $23K | 0.6% | |
| Fidelity Emerging Market Index Mutual fund | Other securities | — | — | $18K | 0.5% | |
| Vanguard Value Index Admiral Mutual fund | Other securities | — | — | $14K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Other securities | — | — | $13K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 Mutual fund | Other securities | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITDE SERVICE COMPANY, INC. | 82-1371994 | PLYMOUTH, IN | TPA | $16K | — |
