Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORD KEEPER | $49K | — |
| CREATIVE RETIREMENT SYSTMES, INC. | 31-1299207 | — | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Other securities | — | — | $1.3M | 12.4% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $1.2M | 11.4% | |
| State Street Blackrock S & P 500 Index | Other securities | — | — | $1.2M | 11.3% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $1.0M | 9.4% | |
| Clearbridge Large Cap Growth | Other securities | — | — | $871K | 8.1% | |
| DFA Global Equity | Other securities | — | — | $464K | 4.3% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $460K | 4.3% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $424K | 4.0% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $386K | 3.6% | |
| Invesco Diversified Dividend | Other securities | — | — | $347K | 3.2% | |
| Vanguard Total Bond Market Index | Other securities | — | — | $295K | 2.8% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $268K | 2.5% | |
| Janus Henderson Janus Henderson Triton | Other securities | — | — | $220K | 2.1% | |
| Pioneer Select Mid Cap | Other securities | — | — | $192K | 1.8% | |
| Columbia Small Cap Index | Other securities | — | — | $176K | 1.6% | |
| Transamerica Financial Life Insurance Company Stable Value Focus | Other securities | — | — | $162K | 1.5% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $151K | 1.4% | |
| Columbia Mid Cap Index | Other securities | — | — | $138K | 1.3% | |
| BNY Mellon BNY Mellon Global Fixed Income | Other securities | — | — | $108K | 1.0% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $107K | 1.0% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $105K | 1.0% | |
| DFA Emerging Markets | Other securities | — | — | $105K | 1.0% | |
| DFA Inflation Protected Securities | Other securities | — | — | $99K | 0.9% | |
| DFA US Targeted Value | Other securities | — | — | $90K | 0.8% | |
| DFA Vector Equity | Other securities | — | — | $82K | 0.8% | |
| Vanguard Real Estate Index | Other securities | — | — | $53K | 0.5% | |
| Vanguard Target Retirement 2070 ** 709 Vanguard Target Retirement Income | 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.
| 51-0116113 |
| — |
| BROKER |
| $0 |
| — |
