Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEYERS WEALTH MANAGEMENT | 82-2373663 | COLUMBUS, OH | FINANCIAL ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm Mutual Fund | Other securities | — | — | $2.5M | 43.3% | |
| Vanguard S&P 500 ETF Exchange Traded Fund | Other securities | — | — | $703K | 12.1% | |
| Broadridge Matrix Retirement Cash Account Money Market Fund | Cash / Money Market | — | — | $655K | 11.3% | |
| Vanguard Total Stock Market ETF Exchange Traded Fund | Other securities | — | — | $468K | 8.1% | |
| Vanguard Growth Index Admiral Mutual Fund | Other securities | — | — | $358K | 6.2% | |
| Vanguard Value Index Adm Mutual Fund | Other securities | — | — | $271K | 4.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | Other securities | — | — | $224K | 3.9% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Other securities | — | — | $198K | 3.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Other securities | — | — | $171K | 2.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Other securities | — | — | $66K | 1.1% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | Other securities | — | — | $44K | 0.8% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Other securities | — | — | $40K | 0.7% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund | Other securities | — | — | $27K | 0.5% | |
| Vanguard High-Yield Corporate Adm Mutual Fund | Other securities | — | — | $21K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | Other securities | — | — | $11K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC | 82-1371994 | PLYMOUTH, IN | TPA | $10K | — |
