Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEDAR BROOK FINANCIAL PARTNERS, LLC | 20-3168699 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity ADV Total Bond CL Z | Mutual Funds | — | — | $3.0M | 28.2% | |
| of December 31, 2024 | Other securities | — | — | $1.6M | 15.2% | |
| Vanguard Total Stock Market Index Fund Admiral | Other securities | — | — | $1.6M | 14.7% | |
| Vanguard International Value | Other securities | — | — | $1.2M | 11.6% | |
| Vanguard Growth Index Fund Admiral | Other securities | — | — | $978K | 9.1% | |
| Vanguard Value Index Admiral | Other securities | — | — | $787K | 7.3% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $438K | 4.1% | |
| Vanguard Small Cap I | Other securities | — | — | $425K | 4.0% | |
| MFS Mid Cap Value Fund CL R6 | Other securities | — | — | $260K | 2.4% | |
| Vanguard Mid Cap Growth Index Admiral | Other securities | — | — | $254K | 2.4% | |
| American Funds Capital Group American Balanced Fund R6 | Common Stock | — | — | $78K | 0.7% | |
| MFS Global Total Return R6 | Other securities | — | — | $14K | 0.1% | |
| American Funds Capital Group American Fund - New World R6 | Common Stock | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
