Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYM FINANCIAL ADVISORS | 35-1550787 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KT ADMINISTRATORS, LLC | 82-4086794 | — | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index F | Other securities | — | — | $505K | 14.2% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $341K | 9.6% | |
| Vanguard Growth Index Fund | Other securities | — | — | $335K | 9.4% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $250K | 7.0% | |
| DFA U.S. Large Cap Value Portfolio | Other securities | — | — | $234K | 6.6% | |
| Vanguard Small Cap Growth Index | Other securities | — | — | $200K | 5.6% | |
| DFA International Vale Port | Other securities | — | — | $178K | 5.0% | |
| DFA Large Cap International Port | Other securities | — | — | $176K | 5.0% | |
| Vanguard Mid Cap Index Fund | Other securities | — | — | $175K | 4.9% | |
| PIMCO Short Term Fund | Other securities | — | — | $165K | 4.6% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $157K | 4.4% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $140K | 3.9% | |
| Diamond Hill Core Bond Y | Other securities | — | — | $128K | 3.6% | |
| DFA Emerging Markets Portfolio | Other securities | — | — | $119K | 3.3% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $75K | 2.1% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $61K | 1.7% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $57K | 1.6% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $55K | 1.6% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $52K | 1.5% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $50K | 1.4% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $37K | 1.0% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $23K | 0.6% | |
| DFA Interm Government Fixed Income | Other securities | — | — | $23K | 0.6% | |
| DFA U.S. Small Cap Value | Other securities | — | — | $21K | 0.6% | |
| Schwab Bank Savings Fund | Other securities | — | — | $444 | <0.1% | |
| Vanguard Target Retirement 2070 | Other securities | — | — | $172 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
