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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCEL SECURITIES & ASSOC., INC. | 16-1540153 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $1.1M | 15.8% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $961K | 14.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $801K | 11.7% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $773K | 11.3% | |
| COLUMBIA LARGE CAP GROWTH I3 | Registered Investment Companies | — | — | $377K | 5.5% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $296K | 4.3% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $276K | 4.0% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $266K | 3.9% | |
| VIRTUS LC VALUE EQUITY R6 | Registered Investment Companies | — | — | $202K | 2.9% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $195K | 2.8% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $193K | 2.8% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $181K | 2.6% | |
| AMERCENT ONE CHOICE 2060 R6 | Registered Investment Companies | — | — | $162K | 2.4% | |
| MACQUARIE INTL CORE EQ R6 | Registered Investment Companies | — | — | $143K | 2.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $137K | 2.0% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $110K | 1.6% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $86K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $78K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $58K | 0.8% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $54K | 0.8% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $44K | 0.6% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $37K | 0.5% | |
| NEUBERGER BERMAN STRAT INC R6 | Registered Investment Companies | — | — | $36K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $32K | 0.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $32K | 0.5% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $29K | 0.4% | |
| VIC PIO SELECT MC GROWTH R6 | Registered Investment Companies | — | — | $26K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $25K | 0.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $10K | 0.1% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $9K | 0.1% | |
| GOLDMAN SACHS INTL EQ INC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
