Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $1.1M | 14.0% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $909K | 11.2% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $666K | 8.2% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $554K | 6.8% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $495K | 6.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $485K | 6.0% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $428K | 5.3% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $413K | 5.1% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $392K | 4.8% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $379K | 4.7% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $361K | 4.5% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $245K | 3.0% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $244K | 3.0% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $230K | 2.8% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $208K | 2.6% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $191K | 2.4% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $184K | 2.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $146K | 1.8% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $100K | 1.2% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $46K | 0.6% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $41K | 0.5% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $35K | 0.4% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $30K | 0.4% | |
| AMF AMERICAN HI INC TR R2E | Registered Investment Companies | — | — | $29K | 0.4% | |
| AMER CENT INFL ADJ BD R | Registered Investment Companies | — | — | $27K | 0.3% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $18K | 0.2% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $10K | 0.1% | |
| AMERICAN CENT REAL ESTATE R | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $33K |
| — |
