Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN | 82-3719843 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment-Grade Adm 262,573 units | Other securities | — | $2.0M | $2.0M | 34.8% | |
| Baird Intermediate Bond Instl 174,255 units | Mutual Funds | — | $1.8M | $1.8M | 31.5% | |
| Fidelity Long-Term Trs Bd Idx Instl Prm 86,078 units | Other securities | — | $812K | $789K | 13.9% | |
| Vanguard 500 Index Admiral 914 units | Other securities | — | $256K | $496K | 8.7% | |
| State Street Global All Cap Equity Ex-US Idx-K 4,334 units | Other securities | — | $471K | $443K | 7.8% | |
| Vanguard Extended Market Index Admiral 1,304 units | Other securities | — | $198K | $188K | 3.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
