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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 92-2678185 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $451K | 13.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $409K | 12.1% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $373K | 11.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $362K | 10.7% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $358K | 10.6% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $219K | 6.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $218K | 6.4% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $204K | 6.0% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $186K | 5.5% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $173K | 5.1% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $117K | 3.5% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $74K | 2.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $64K | 1.9% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $43K | 1.3% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $27K | 0.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $26K | 0.8% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $11K | 0.3% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $9K | 0.3% | |
| JANUS HENDERSON FORTY FUND - N | Registered Investment Companies | — | — | $8K | 0.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $7K | 0.2% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $5K | 0.2% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $5K | 0.1% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $4K | 0.1% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
