Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index Admiral | Other securities | — | — | $2.3M | 28.2% | |
| Fidelity Investments Advisor Freedom 2050 | Other securities | — | — | $850K | 10.5% | |
| Fidelity Investments Advisor Freedom 2025 | Other securities | — | — | $841K | 10.4% | |
| Fidelity Investments Advisor Freedom 2020 | Other securities | — | — | $608K | 7.5% | |
| Fidelity Investments Advisor Freedom 2035 | Other securities | — | — | $567K | 7.0% | |
| Fidelity Investments Advisor Freedom 2030 | Other securities | — | — | $394K | 4.9% | |
| Prudential Retirement Insurance & Annuity Company Guaranteed Income Fund | Other securities | — | — | $333K | 4.1% | |
| Fidelity Investments Advisor Freedom 2040 | Other securities | — | — | $329K | 4.1% | |
| Fidelity Investments Advisor Freedom 2055 | Other securities | — | — | $328K | 4.1% | |
| Fidelity Investments Advanced Freedom Income | Other securities | — | — | $280K | 3.5% | |
| ClearBridge Select Fund | Other securities | — | — | $182K | 2.2% | |
| Vanguard Funds Small Cap Index Admiral | Other securities | — | — | $175K | 2.2% | |
| MFS Funds International Diversification | Other securities | — | — | $166K | 2.1% | |
| Fidelity Investments Advisor Freedom 2045 | Other securities | — | — | $137K | 1.7% | |
| Fidelity Investments Advisor Total Bond | Other securities | — | — | $107K | 1.3% | |
| Alliance Bernstein Funds Large Cap Growth | Other securities | — | — | $92K | 1.1% | |
| Vanguard Funds Mid-Cap Index Admiral | Other securities | — | — | $81K | 1.0% | |
| Victory Funds Sycamore Established Value | Other securities | — | — | $60K | 0.7% | |
| JP Morgan Funds US Equity | Other securities | — | — | $51K | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $33K | 0.4% | |
| Columbia Funds Dividend Income | Other securities | — | — | $16K | 0.2% | |
| Pioneer Investments U.S. Government Money Market | Cash / Money Market | — | — | $10K | 0.1% | |
| Alliance Bernstein Funds Small Cap Growth | Other securities | — | — | $2K | <0.1% | |
| Undiscovered Managers FDS Behavior | 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.
