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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUTLER INVESTMENT COUNSEL | 20-0164579 | — | ADVISOR | $72K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity** FID FDM IDX 2040 IPR | Other securities | — | — | $13.4M | 35.2% | |
| Vanguard VANG 500 INDEX ADM | Other securities | — | — | $7.4M | 19.4% | |
| Fidelity** FID FDM IDX 2050 IPR | Other securities | — | — | $6.7M | 17.7% | |
| Fidelity** FID FDM IDX 2030 IPR | Other securities | — | — | $3.2M | 8.3% | |
| Fidelity** FID MID CAP IDX | Other securities | — | — | $1.8M | 4.8% | |
| Fidelity** FID INTL INDEX | Other securities | — | — | $941K | 2.5% | |
| Fidelity** Money market fund - Fidelity Government Money Market Fund | Cash / Money Market | — | — | $791K | 2.1% | |
| Fidelity** FID SM CAP IDX | Other securities | — | — | $762K | 2.0% | |
| Fidelity** FID FDM IDX 2020 IPR | Other securities | — | — | $680K | 1.8% | |
| Fidelity** FID EMRG MKTS IDX | Other securities | — | — | $612K | 1.6% | |
| Fidelity** FID FMD IDX 2060 IPR | Other securities | — | — | $557K | 1.5% | |
| Fidelity** FID US BOND IDX | Other securities | — | — | $555K | 1.5% | |
| Participants** Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $258K | 0.7% | |
| Vanguard VAN REAL EST IDX ADM | Other securities | — | — | $221K | 0.6% | |
| Dodge & Cox DODGE & COX INCOME | Other securities | — | — | $153K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
