Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPM WEALTH ADVISORS, INC. | 34-1807696 | — | NONE | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $258K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STK MKT INDX FD Mutual fund | Other securities | — | $8.2M | $10.0M | 16.7% | |
| VANGUARD SHORT-TERM CORP BD INDX Mutual fund | Common Stock | — | $6.9M | $7.0M | 11.7% | |
| VANGUARD DEVELOPED MARKETS IDX Mutual fund | Other securities | — | $3.9M | $3.9M | 6.5% | |
| DFA US LARGE CO Mutual fund | Common Stock | — | $1.6M | $3.5M | 5.9% | |
| DFA FIVE YEAR GLBL FIXED Mutual fund | Other securities | — | $3.5M | $3.2M | 5.4% | |
| DFA SHORT TERM GOVT PORT Mutual fund | Other securities | — | $3.4M | $3.2M | 5.3% | |
| DFA TWO YEAR GLBL FIXED Mutual fund | Other securities | — | $3.0M | $2.9M | 4.9% | |
| DFA ONE YEAR FIXED Mutual fund | Other securities | — | $2.9M | $2.9M | 4.8% | |
| DFA US MIRCO CAP PORT Mutual fund | Other securities | — | $1.6M | $2.8M | 4.6% | |
| DFA US SMALL CAP VALUE Mutual fund | Other securities | — | $1.4M | $2.8M | 4.6% | |
| VANGUARD INTERM-TERM BOND INDEX Mutual fund | Other securities | — | $2.7M | $2.7M | 4.4% | |
| DFA REAL ESTATE SECURITIES PORT Mutual fund | Other securities | — | $1.5M | $2.0M | 3.4% | |
| DFA INTL VALUE PORT Mutual fund | Other securities | — | $1.1M | $1.9M | 3.1% | |
| FEDERATED GOVERNMENT OBLIGATIONS IS Mutual fund | Other securities | — | $1.5M | $1.5M | 2.4% | |
| I SHARES CORE MSCI EMERG MKTS Mutual fund | Other securities | — | $1.3M | $1.3M | 2.2% | |
| SPDR DOW JONES REIT ETF Mutual fund | Common Stock | — | $1.2M | $1.3M | 2.2% | |
| DFA LARGE CAP INTL PORT Mutual fund | Other securities | — | $836K | $1.2M | 2.0% | |
| DFA INTL SMALL CAP VALUE Mutual fund | Other securities | — | $479K | $955K | 1.6% | |
| DFA INTL SMALL CO PORT Mutual fund | Common Stock | — | $626K | $920K | 1.5% | |
| Party Description of Investment Cost Current Value Mutual Funds DFA EMERGING MKTS PORT Mutual fund | Other securities | — | $531K | $644K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
