Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | BOSTON, MA | NONE | $36K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 INV | Other securities | — | — | $1.3M | 20.2% | |
| Vanguard Target Retirement 2020 INV | Other securities | — | — | $901K | 14.1% | |
| Vanguard Target Retirement 2035 INV | Other securities | — | — | $840K | 13.1% | |
| Vanguard Target Retirement 2030 INV | Other securities | — | — | $769K | 12.0% | |
| Vanguard Target Retirement 2045 INV | Other securities | — | — | $408K | 6.4% | |
| Vanguard Target Retirement 2050 INV | Other securities | — | — | $329K | 5.1% | |
| Vanguard Target Retirement 2055 INV | Other securities | — | — | $171K | 2.7% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $159K | 2.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $139K | 2.2% | |
| Vanguard Target Retirement 2060 INV | Other securities | — | — | $137K | 2.1% | |
| Aristotle Floating Rate Income I | Bonds / Notes | — | — | $120K | 1.9% | |
| Vanguard Target Retirement 2025 INV | Other securities | — | — | $118K | 1.8% | |
| Invesco NASDAQ 100 ETF | Other securities | — | — | $117K | 1.8% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $104K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $92K | 1.4% | |
| CMFG Life Insurance Company Stable Value Account | Other securities | — | — | $68K | 1.1% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $52K | 0.8% | |
| First Trust Dow Jones Internet ETF | Other securities | — | — | $43K | 0.7% | |
| Invesco S&P MidCap Momentum ETF | Other securities | — | — | $42K | 0.7% | |
| Invesco S&P SmallCap Momentum ETF | Other securities | — | — | $42K | 0.7% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $41K | 0.6% | |
| Invesco S&P 500 Momentum ETF | Other securities | — | — | $38K | 0.6% | |
| Global X US Infrastructure Development ETF | Other securities | — | — | $38K | 0.6% | |
| Vanguard FTSE Developed Markets ETF | Other securities | — | — | $38K | 0.6% | |
| Invesco QQQ Trust Series 1 | Other securities | — | — | $36K | 0.6% | |
| VanEck Morningstar Wide Moat ETF | Other securities | — | — | $32K | 0.5% | |
| Invesco Semiconductors ETF | Other securities | — | — | $29K | 0.5% | |
| iShares Global Financials ETF | Other securities | — | — | $29K | 0.4% | |
| Vanguard Utilities ETF | Other securities | — | — | $26K | 0.4% | |
| iShares Expanded Tech-Software Sector ETF | Other securities | — | — | $25K | 0.4% | |
| Vanguard Value ETF | Other securities | — | — | $14K | 0.2% | |
| JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $13K | 0.2% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $13K | 0.2% | |
| Vanguard Total INTL Stock Index Admiral | Other securities | — | — | $12K | 0.2% | |
| Guggenheim Total Return Bond INSTL | Other securities | — | — | $11K | 0.2% | |
| DFA Inflation-Protected Securities I | Other securities | — | — | $11K | 0.2% | |
| Alger Small Cap Focus I | Other securities | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2065 INV | Other securities | — | — | $8K | 0.1% | |
| Select Sector SPDR | Real Estate | — | — | $7K | 0.1% | |
| Vanguard Target Retirement Income INV | Other securities | — | — | $6K | <0.1% | |
| MFS International Growth Fund R6 | Other securities | — | — | $6K | <0.1% | |
| iShares US Medical Devices ETF | Other securities | — | — | $4K | <0.1% | |
| SPDR S&P Aerospace & Defense ETF 181 VanEck Fallen Angel High Yield BD ETF | Common Stock | — | — | $2K | <0.1% | |
| SPDR Factset Innovative Tech | 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.
