Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIRMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $733K | 19.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $660K | 17.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $518K | 14.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $441K | 12.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $351K | 9.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $300K | 8.2% | |
| Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $287K | 7.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $234K | 6.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $54K | 1.5% | |
| Fidelity International Index | Mutual Funds | — | — | $38K | 1.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $28K | 0.8% | |
| BlackRock 60/40 Target Allocation K | Other securities | — | — | $11K | 0.3% | |
| Calvert US Large Cap Core Responsible Index I | Other securities | — | — | $11K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Short Term Inflation Protected Sec Index | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
