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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $53K | — |
| ASPIRIANT LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2030 | Other securities | — | — | $4.8M | 11.6% | |
| Brokeragelink Self Directed | Other securities | — | — | $4.4M | 10.9% | |
| American Funds AF Target Date 2045 | Other securities | — | — | $3.0M | 7.4% | |
| American Funds AF Target Date 2040 | Other securities | — | — | $3.0M | 7.3% | |
| American Funds AF Target Date 2035 | Other securities | — | — | $2.8M | 6.9% | |
| American Funds AF Target Date 2025 | Other securities | — | — | $2.4M | 6.0% | |
| Standard Stable Asset Fund II | Other securities | — | — | $2.4M | 5.9% | |
| American Funds AF Target Date 2050 | Other securities | — | — | $2.0M | 5.0% | |
| Vanguard Growth Index Adm | Other securities | — | — | $1.8M | 4.4% | |
| Fidelity 500 Index Inv | Other securities | — | — | $1.7M | 4.1% | |
| American Funds AF Target Date 2055 | Other securities | — | — | $1.5M | 3.6% | |
| American Funds AF Target Date 2060 | Other securities | — | — | $1.3M | 3.1% | |
| Participants Participant Loans Interest Rates from 4.25% to 9.50%, - | Bonds / Notes | — | — | $1.3M | 3.1% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.2M | 3.0% | |
| Fidelity Mid Cap Stock K6 | Other securities | — | — | $1.2M | 3.0% | |
| Fidelity Emerging Markets | Other securities | — | — | $1.2M | 2.8% | |
| Fidelity Diversified Internatioal K6 | Other securities | — | — | $876K | 2.1% | |
| Vanguard Mid Cap Value Index Adm | Other securities | — | — | $828K | 2.0% | |
| Fidelity International Index | Other securities | — | — | $522K | 1.3% | |
| Fidelity Government Income | Other securities | — | — | $459K | 1.1% | |
| Fidelity U.S. Bond Index | Other securities | — | — | $435K | 1.1% | |
| American Funds AF Target Date 2020 | Other securities | — | — | $369K | 0.9% | |
| Fidelity Strategic Income | Other securities | — | — | $362K | 0.9% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $288K | 0.7% | |
| Vanguard Equity Inc Adm | Common Stock | — | — | $279K | 0.7% | |
| American Funds AF Target Date 2015 | Other securities | — | — | $233K | 0.6% | |
| Fidelity Extended Market Index | Other securities | — | — | $216K | 0.5% | |
| American Funds AF Target Date 2010 | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-1518255 |
| — |
| CONSULTANT |
| $20K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
