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 | $92K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $6.1M | 25.6% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.5M | 10.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2.2M | 9.4% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.2M | 9.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.2M | 9.1% | |
| DWS GOVT & AGENCY MONEY | Registered Investment Companies | — | — | $1.2M | 4.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.2M | 4.9% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $997K | 4.2% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $774K | 3.3% | |
| INVESCO INTL DIVERS R6 | Registered Investment Companies | — | — | $699K | 2.9% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $541K | 2.3% | |
| DWS HIGH INCOME INSTL | Registered Investment Companies | — | — | $435K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $287K | 1.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $223K | 0.9% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $169K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $165K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $164K | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $136K | 0.6% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $110K | 0.5% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $101K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $35K |
| — |
