Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR/INVESTMENT ADV | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $12.6M | 18.4% | |
| JP Morgan Asset Management JP Morgan Large Cap Growth R6 | Other securities | — | — | $5.8M | 8.5% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $4.5M | 6.6% | |
| Fidelity Investments Fidelity Advisors Freedom 2030 Fund Class K6 | Other securities | — | — | $4.0M | 5.9% | |
| Putnam Investments Putnam Large Cap Value R6 | Other securities | — | — | $3.4M | 5.0% | |
| Fidelity Investments Fidelity Advisors Freedom 2035 Fund Class K6 | Other securities | — | — | $3.4M | 5.0% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $3.1M | 4.6% | |
| Fidelity Investments Fidelity Government Money Market Fund | Cash / Money Market | — | — | $3.1M | 4.5% | |
| Fidelity Investments Fidelity Advisors Balanced Fund I Class | Other securities | — | — | $3.0M | 4.4% | |
| Fidelity Investments Fidelity Advisors Freedom 2040 Fund Class K6 | Other securities | — | — | $3.0M | 4.3% | |
| Fidelity Investments Fidelity Global EX US Index | Other securities | — | — | $3.0M | 4.3% | |
| Fidelity Investments Fidelity Advisors Strategic Income Fund Class I | Other securities | — | — | $2.3M | 3.4% | |
| Fidelity Investments Fidelity Advisors Freedom 2025 Fund Class K6 | Other securities | — | — | $2.3M | 3.4% | |
| Fidelity Investments Fidelity Advisors Freedom 2045 Fund Class K6 | Other securities | — | — | $2.3M | 3.3% | |
| Fidelity Investments Fidelity Advisors Freedom 2055 Fund Class K6 | Other securities | — | — | $2.2M | 3.3% | |
| Goldman Sachs Asset Management Goldman Sachs Technology Opps Inst | Other securities | — | — | $1.9M | 2.8% | |
| Fidelity Investments Fidelity Advisors Freedom 2050 Fund Class K6 | Other securities | — | — | $1.8M | 2.7% | |
| Blackrock Investments Blackrock Health Science Opp I | Other securities | — | — | $1.3M | 1.9% | |
| Fidelity Investments Fidelity Advisors Freedom 2020 Fund Class K6 | Other securities | — | — | $994K | 1.5% | |
| Columbia Threadneedle Investments Columbia Dividend Income I | Mutual Funds | — | — | $891K | 1.3% | |
| Fidelity Investments Fidelity Advisors Government Income Fund Class I | Other securities | — | — | $867K | 1.3% | |
| Fidelity Investments Fidelity Advisors Freedom 2060 Fund Class K6 | Other securities | — | — | $825K | 1.2% | |
| Participant loans Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $514K | 0.8% | |
| Fidelity Investments Fidelity Advisors Freedom Income K6 | Other securities | — | — | $398K | 0.6% | |
| Fidelity Investments Fidelity Advisors Utilities Fund I Class | Other securities | — | — | $376K | 0.6% | |
| Goldman Sachs Asset Management Goldman Sachs Inflation Protected Securities Fund Investor Shares | Other securities | — | — | $223K | 0.3% | |
| Fidelity Investments Fidelity Advisors Freedom 2010 Fund Class K6 | Other securities | — | — | $58K | <0.1% | |
| Fidelity Investments Fidelity Advisors Freedom 2065 Fund Class K6 | Other securities | — | — | $53K | <0.1% | |
| JP Morgan Asset Management JP Morgan Core Plus Bond R4 | Other securities | — | — | $15K | <0.1% | |
| Fidelity Investments Fidelity Advisors Freedom 2015 Fund Class K6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
