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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KT ADMINISTRATORS, LLC | 82-4086794 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund 1,197.990 shares | Other securities | — | — | $650K | 14.2% | |
| Vanguard Target Retirement 2030 Fund 12,700.405 shares | Other securities | — | — | $481K | 10.5% | |
| DFA US Large Cap Value Fund 7,376.565 shares | Other securities | — | — | $364K | 7.9% | |
| Vanguard Target Retirement 2040 Fund 7,663.117 shares | Other securities | — | — | $331K | 7.2% | |
| DFA Large Cap International Fund 12,169.502 shares | Other securities | — | — | $325K | 7.1% | |
| DFA International Value Fund 15,134.726 shares | Other securities | — | — | $312K | 6.8% | |
| Vanguard Target Retirement 2035 Fund 11,956.175 shares | Other securities | — | — | $287K | 6.2% | |
| Doubleline Total Return Fund 26,422.454 shares | Other securities | — | — | $236K | 5.1% | |
| DFA Emerging Markets Fund 7,393.005 shares | Mutual Funds | — | — | $211K | 4.6% | |
| Vanguard Growth Index Fund 790.973 shares | Other securities | — | — | $167K | 3.6% | |
| Vanguard Target Retirement 2025 Fund 8,650.404 shares | Other securities | — | — | $162K | 3.5% | |
| Vanguard Target Retirement 2050 Fund 3,057.247 shares | Other securities | — | — | $152K | 3.3% | |
| Vanguard Target Retirement 2045 Fund 4,625.323 shares | Other securities | — | — | $137K | 3.0% | |
| PIMCO Short-Term Fund 13,860.302 shares | Other securities | — | — | $134K | 2.9% | |
| Vanguard Small Cap Index Fund 1,075.026 shares | Other securities | — | — | $124K | 2.7% | |
| Vanguard Mid Cap Index Fund 372.706 shares | Other securities | — | — | $122K | 2.7% | |
| Vanguard Small Cap Growth Index Fund 1,037.913 shares | Other securities | — | — | $102K | 2.2% | |
| Vanguard Total Bond Market Index Fund 8,566.007 shares | Other securities | — | — | $81K | 1.8% | |
| DFA Intermediate Government Fixed Income Fund 5,983.789 shares | Other securities | — | — | $65K | 1.4% | |
| Vanguard Target Retirement 2055 Fund 1,151.108 shares | Other securities | — | — | $64K | 1.4% | |
| Fidelity Spartan International Index Fund 497.115 shares | Other securities | — | — | $24K | 0.5% | |
| Vanguard Target Retirement Income Fund 1,463.496 shares | Other securities | — | — | $19K | 0.4% | |
| DFA Real Estate Securities Fund 389.843 shares | Other securities | — | — | $16K | 0.3% | |
| Vanguard Target Retirement 2060 Fund 225.161 shares | Other securities | — | — | $12K | 0.3% | |
| Money market fund * Schwab Municipal Money Fund 6,080.080 shares | Cash / Money Market | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2070 Fund 142.508 shares | Other securities | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2020 Fund 93.468 shares | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2065 Fund 51.219 shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
