Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2045 | Other securities | — | — | $770K | 23.2% | |
| Vanguard Target Retirement Fund 2035 | Other securities | — | — | $744K | 22.5% | |
| Vanguard Target Retirement Fund 2055 | Other securities | — | — | $478K | 14.4% | |
| Vanguard Target Retirement Fund 2060 | Other securities | — | — | $151K | 4.6% | |
| Vanguard Target Retirement Fund 2030 | Other securities | — | — | $141K | 4.3% | |
| Vanguard Target Retirement Fund 2050 | Other securities | — | — | $140K | 4.2% | |
| FIDELITY VIP CONTRAFUND MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $131K | 3.9% | |
| Vanguard Target Retirement Fund 2065 | Other securities | — | — | $120K | 3.6% | |
| Vanguard Target Retirement Fund 2025 | Other securities | — | — | $89K | 2.7% | |
| Fidelity 500 Index Fund | Other securities | — | — | $80K | 2.4% | |
| Vanguard Target Retirement Fund 2040 | Other securities | — | — | $66K | 2.0% | |
| Mutual of America 2045 Retirement Fund | Other securities | — | — | $64K | 1.9% | |
| MOA CLEAR PASSAGE 2045 MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $64K | 1.9% | |
| Mutual of America Interest Accumulation | Other securities | — | — | $61K | 1.8% | |
| Standard Stable Asset Fund | Other securities | — | — | $49K | 1.5% | |
| VANGUARD VIF INT'L PORTFOLIO MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $35K | 1.1% | |
| DWS CAPITAL GROWTH VIP MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $21K | 0.6% | |
| MOA EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $19K | 0.6% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | — | $18K | 0.5% | |
| MOA CLEAR PASSAGE 2050 MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $18K | 0.5% | |
| Principal Global Real Estate | Other securities | — | — | $15K | 0.5% | |
| Mutual of America All America Fund | Other securities | — | — | $12K | 0.4% | |
| MOA ALL AMERICAN FUND MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $12K | 0.4% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | — | $10K | 0.3% | |
| MOA CLEAR PASSAGE 2030 MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $8K | 0.2% | |
| MOA AGGRESSIVE ALLOCATION MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| MOA SMALL CAP GROWTH FUND MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| MOA MODERATE MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| MOA SMALL CAP VALUE FUND MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | — | $5K | 0.2% | |
| MOA CLEAR PASSAGE 2055 MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Vanguard Target Retirement Fund 2070 | Other securities | — | — | $5K | 0.2% | |
| Vanguard Selected Value Fund | Other securities | — | — | $5K | 0.1% | |
| Principal Blue Chip FD CL R6 | Other securities | — | — | $4K | 0.1% | |
| FIDELITY VIP EQUITY INCOME MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | — | $4K | 0.1% | |
| MOA CLEAR PASSAGE 2035 MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| FIDELITY VIP MID CAP PORTFOLIO MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| MOA MID CAP EQUITY INDEX MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | — | $3K | <0.1% | |
| MOA CLEAR PASSAGE 2040 MUTUAL OF AMERICA · EIN 38-1353800 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Voya Intermediate Bond | Other securities | — | — | $3K | <0.1% | |
| Vanguard Equity-Income | Other securities | — | — | $2K | <0.1% | |
| VANGUARD VIF DIVERSIFIED VALUE MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO VI MAIN STREET MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Fidelity International Index | Other securities | — | — | $2K | <0.1% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $2K | <0.1% | |
| Conestoga Small Cap Fund | Other securities | — | — | $2K | <0.1% | |
| T ROWE PRICE BLUE CHIP GROWTH MUTUAL OF AMERICA · EIN 38-1358388 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
