Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $114K | — |
| ONE DIGITAL | 82-1434504 |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Growth Co K N/A | Mutual Funds | — | — | $59.9M | 16.2% | |
| Fid Freedom 2050 K N/A | Mutual Funds | — | — | $34.1M | 9.2% | |
| Fid Freedom 2055 K N/A | Mutual Funds | — | — | $31.8M | 8.6% | |
| Fid 500 Index N/A | Mutual Funds | — | — | $28.8M | 7.8% | |
| Fid Freedom 2045 K N/A | Mutual Funds | — | — | $27.9M | 7.6% | |
| Fid Freedom 2040 K N/A | Mutual Funds | — | — | $25.7M | 6.9% | |
| Fid Freedom 2035 K N/A | Mutual Funds | — | — | $21.0M | 5.7% | |
| Fid Freedom 2060 K N/A | Mutual Funds | — | — | $19.3M | 5.2% | |
| Dodge & Cox Stock I N/A | Mutual Funds | — | — | $18.9M | 5.1% | |
| Fid Freedom 2030 K N/A | Mutual Funds | — | — | $16.4M | 4.4% | |
| Fid Low Priced Stk K N/A | Mutual Funds | — | — | $12.7M | 3.4% | |
| Jpm Core Plus Bnd R6 N/A | Mutual Funds | — | — | $10.1M | 2.7% | |
| Common Collective Trust Fid Managed Income Portfolio N/A | Common Collective Trusts | — | — | $7.7M | 2.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $7.7M | 2.1% | |
| Notes receivable from participantsMaturing 2025 - 2035 at interest rates 4.25% - 9.50% | Bonds / Notes | — | — | $7.6M | 2.0% | |
| Vang Explorer Adm N/A | Mutual Funds | — | — | $6.2M | 1.7% | |
| Fid Freedom 2025 K N/A | Mutual Funds | — | — | $6.0M | 1.6% | |
| Abf Intl Equity R5 N/A | Mutual Funds | — | — | $5.7M | 1.5% | |
| Fid Freedom 2065 K N/A | Mutual Funds | — | — | $5.1M | 1.4% | |
| Fid Freedom 2015 K N/A | Mutual Funds | — | — | $4.1M | 1.1% | |
| Fid Freedom 2020 K N/A | Mutual Funds | — | — | $3.5M | 1.0% | |
| Fid Extd Mkt Idx N/A | Mutual Funds | — | — | $3.3M | 0.9% | |
| Fid Glb Ex Us Idx N/A | Mutual Funds | — | — | $3.1M | 0.8% | |
| Af New World R6 N/A | Mutual Funds | — | — | $3.0M | 0.8% | |
| Fid Us Bond Idx N/A | Mutual Funds | — | — | $2.1M | 0.6% | |
| Victory S Sm Co Op I N/A | Mutual Funds | — | — | $1.4M | 0.4% | |
| Fid Strategic Income N/A | Mutual Funds | — | — | $1.3M | 0.4% | |
| Fid Freedom Inc K N/A | Mutual Funds | — | — | $1.3M | 0.4% | |
| Af Europac Growth R6 N/A | Mutual Funds | — | — | $1.0M | 0.3% | |
| Calvert Equity R6 N/A | Mutual Funds | — | — | $515K | 0.1% | |
| Fid Freedom 2005 K N/A - * Mutual Funds Fid Freedom 2010 K N/A | Mutual Funds | — | — | $456K | 0.1% | |
| Fid Freedom 2070 K N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $45K |
| — |
