Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | — | TAMPA, FL | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL CITY INVESTMENTS | — | TALLAHASSEE, FL | FINANCIAL ADVISOR | $51K | — |
| BPAS (TPA-GR) | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Aspire Financial Services, LLC Vanguard 60/40 Moderate Aggressive Managed Trust Fund | Common Collective Trusts | — | — | $6.7M | 47.9% | |
| Aspire Financial Services, LLC iShares Core S&P 500 ETF | Other securities | — | — | $1.4M | 9.7% | |
| Aspire Financial Services, LLC Vanguard 100% Fixed Income Managed Trust Fund 599 * Aspire Financial Services, LLC Vanguard 40/60 Moderate Managed Trust Fund | Common Collective Trusts | — | — | $987K | 7.1% | |
| Aspire Financial Services, LLC Vanguard Interm-Term Bond ETF 85 * Aspire Financial Services, LLC Vanguard Real Estate ETF | Other securities | — | — | $517K | 3.7% | |
| Aspire Financial Services, LLC Vanguard 70/30 Moderate Aggressive Growth Mgd Trust Fd | Other securities | — | — | $498K | 3.6% | |
| Aspire Financial Services, LLC iShares Government/Credit Bond ETF 452 * Aspire Financial Services, LLC iShares S&P 500 Growth ETF | U.S. Treasuries | — | — | $491K | 3.5% | |
| Aspire Financial Services, LLC Metlife Stable Value GAC-25053 | Other securities | — | — | $476K | 3.4% | |
| Aspire Financial Services, LLC Vanguard 80/20 Aggressive Management Trust Fund | Common Collective Trusts | — | — | $410K | 2.9% | |
| Aspire Financial Services, LLC Vanguard Value ETF | Other securities | — | — | $330K | 2.4% | |
| Aspire Financial Services, LLC iShares S&P SmallCap 600 Growth | Other securities | — | — | $285K | 2.0% | |
| Aspire Financial Services, LLC iShares Core S&P Small-Cap ETF | Other securities | — | — | $277K | 2.0% | |
| Aspire Financial Services, LLC Vanguard FTSE Developed Markets ETF | Other securities | — | — | $216K | 1.5% | |
| Aspire Financial Services, LLC iShares S&P Mid-Cap 400 Growth ETF | Other securities | — | — | $204K | 1.5% | |
| Aspire Financial Services, LLC iShares Core S&P Mid-Cap ETF | Other securities | — | — | $202K | 1.4% | |
| Aspire Financial Services, LLC Vanguard Growth ETF | Other securities | — | — | $179K | 1.3% | |
| Aspire Financial Services, LLC Vanguard 100% Equity Managed Trust Fund | Common Collective Trusts | — | — | $80K | 0.6% | |
| Aspire Financial Services, LLC iShare S&P 500 Value ETF | Other securities | — | — | $73K | 0.5% | |
| Aspire Financial Services, LLC Vanguard Total Bond Market ETF | Other securities | — | — | $69K | 0.5% | |
| Aspire Financial Services, LLC iShares S&P Mid-Cap 400 Value ETF | Other securities | — | — | $59K | 0.4% | |
| Aspire Financial Services, LLC SPDR Blmbg Baclays High Yield Bd ETF | Other securities | — | — | $30K | 0.2% | |
| Aspire Financial Services, LLC Vanguard FTSE Emerging Markets ETF | Other securities | — | — | $27K | 0.2% | |
| Aspire Financial Services, LLC iShares TIPS Bond ETF | Other securities | — | — | $14K | 0.1% | |
| Aspire Financial Services, LLC iShares S&P 600 Value ETF | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HUNTINGDON VALLEY, PA |
| INVESTMENT MANAGEMENT |
| $13K |
| — |
