Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARVEST WEALTH MANAGEMENT | — | LOWELL, AR | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $1.5M | 21.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $749K | 10.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $629K | 8.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $612K | 8.6% | |
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $494K | 7.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Other securities | — | — | $380K | 5.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $364K | 5.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $363K | 5.1% | |
| BlackRock Capital Appreciation K BlackRock 0 | Other securities | — | — | $328K | 4.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $311K | 4.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $269K | 3.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Other securities | — | — | $257K | 3.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $216K | 3.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Other securities | — | — | $149K | 2.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Other securities | — | — | $108K | 1.5% | |
| Victory Pioneer Select Mid Cap Growth Y Victory 0 | Other securities | — | — | $98K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $84K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | Other securities | — | — | $45K | 0.6% | |
| JPMorgan Small Cap Growth R6 JPMorgan 0 | Other securities | — | — | $43K | 0.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Other securities | — | — | $19K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Cash / Money Market | — | — | $15K | 0.2% | |
| Vanguard Windsor Adm Vanguard 0 | Other securities | — | — | $8K | 0.1% | |
| Macquarie Small Cap Value Instl Macquarie 0 | Other securities | — | — | $6K | <0.1% | |
| Schwab Treasury Inflat Protected Sec Idx Schwab 0 | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
