Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING. | — | OVERLAND PARK, KS | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 American Funds 0 | Other securities | — | — | $3.0M | 27.3% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $1.8M | 16.5% | |
| Goldman Sachs GQG Prtnrs Intl Opport R6 Goldman Sachs 0 | Other securities | — | — | $1.1M | 10.4% | |
| JPMorgan Core Bond R6 JP Morgan 0 | Other securities | — | — | $851K | 7.8% | |
| American Funds U.S. Govt Money Mkt R6 American Funds 0 | Cash / Money Market | — | — | $616K | 5.7% | |
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $500K | 4.6% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Other securities | — | — | $478K | 4.4% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | Other securities | — | — | $336K | 3.1% | |
| Vanguard Value Index Adm Vanguard 0 | Other securities | — | — | $286K | 2.6% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Other securities | — | — | $243K | 2.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $231K | 2.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 166 Vanguard Small-Cap Value Index Adm Vanguard 0 | Other securities | — | — | $206K | 1.9% | |
| Baron Growth R6 Baron 0 | Other securities | — | — | $181K | 1.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Other securities | — | — | $169K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $154K | 1.4% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | Other securities | — | — | $154K | 1.4% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 39 American Funds Trgt Date Ret 2055 R6 American Funds 0 | Other securities | — | — | $142K | 1.3% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Other securities | — | — | $62K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Other securities | — | — | $59K | 0.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $53K | 0.5% | |
| American Funds New World R6 American Funds 0 | Other securities | — | — | $41K | 0.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Other securities | — | — | $38K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 25 Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $34K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $21K | 0.2% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Other securities | — | — | $19K | 0.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $19K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | Other securities | — | — | $18K | 0.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 459 Vanguard Mid-Cap Value Index Adm Vanguard 0 | Other securities | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $3K | <0.1% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
