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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | OVERLAND PARK, KS | ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K | Other securities | — | — | $12.1M | 12.9% | |
| Fidelity 500 Index | Other securities | — | — | $7.8M | 8.3% | |
| Fidelity Freedom 2030 K | Other securities | — | — | $6.9M | 7.3% | |
| Fidelity Contrafund K | Other securities | — | — | $6.7M | 7.1% | |
| Fidelity Freedom 2025 K | Other securities | — | — | $6.4M | 6.9% | |
| Fidelity Growth CO K | Common Stock | — | — | $5.4M | 5.7% | |
| Fidelity Freedom 2040 K | Other securities | — | — | $5.0M | 5.4% | |
| Fidelity Freedom 2055 K | Other securities | — | — | $4.2M | 4.5% | |
| Fidelity Freedom 2045 K | Other securities | — | — | $3.5M | 3.7% | |
| Fidelity Brokeragelink | Other securities | — | — | $3.3M | 3.6% | |
| Fidelity EXTD MKT IDX | Other securities | — | — | $3.0M | 3.2% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.1% | |
| Fidelity Balanced K | Other securities | — | — | $2.8M | 3.0% | |
| Fidelity Freedom 2050 K | Other securities | — | — | $2.8M | 3.0% | |
| Vanguard INTM BD IDX ADM | Other securities | — | — | $2.3M | 2.5% | |
| MFS Intl Divrson R6 | Other securities | — | — | $2.1M | 2.2% | |
| Vanguard SM Cap IDX ADM | Other securities | — | — | $2.1M | 2.2% | |
| Fidelity Freedom 2020 K | Other securities | — | — | $2.0M | 2.2% | |
| Diamond Hill Large Cap I | Other securities | — | — | $1.7M | 1.8% | |
| Carillon E Mid Cap GR R6 | Other securities | — | — | $1.5M | 1.6% | |
| PGIM Total RTN BD R6 | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard MDCPVAL IDX ADM | Other securities | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2015 K | Other securities | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2060 K | Other securities | — | — | $989K | 1.1% | |
| Participant loans Interest rates ranging from 4.00% to 10.50% 0 | Bonds / Notes | — | — | $947K | 1.0% | |
| Vanguard DEV MKT IDX ADM | Other securities | — | — | $742K | 0.8% | |
| Vanguard SMCPVL IDX ADM | Other securities | — | — | $594K | 0.6% | |
| American Funds New WORL R6 | Other securities | — | — | $488K | 0.5% | |
| Fidelity Smal Cap Gr K6 | Other securities | — | — | $326K | 0.3% | |
| Fidelity Freedom Inc K | Common Stock | — | — | $309K | 0.3% | |
| Fidelity Freedom 2065 K | Other securities | — | — | $309K | 0.3% | |
| Great-West Blended Stable Value Fund | Other securities | — | — | $176K | 0.2% | |
| Standard Ins. Co. Stable Asset Fund II | Common Stock | — | — | $81K | <0.1% | |
| Fidelity Freedom 2010 K | Other securities | — | — | $67K | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
| MESIROW FINANCIAL | 36-3194849 | — | ADVISOR | $14K | — |
