Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $1.9M | 22.1% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $1.8M | 21.0% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $1.5M | 16.8% | |
| Vanguard Target Retirement Income | Other securities | — | — | $1.1M | 13.2% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $860K | 10.0% | |
| Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $663K | 7.7% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $473K | 5.5% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $144K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $73K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $47K | 0.5% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
