Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Other securities | — | — | $519K | 17.0% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $487K | 16.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $483K | 15.8% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $390K | 12.8% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $291K | 9.5% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $216K | 7.1% | |
| Vanguard Target Retirement Income | Other securities | — | — | $194K | 6.3% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $169K | 5.5% | |
| Charles Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $154K | 5.1% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $86K | 2.8% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $50K | 1.6% | |
| Fidelity 500 Index Fund | Other securities | — | — | $13K | 0.4% |
