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 | $664K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $174K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | Other securities | — | — | $158.9M | 13.5% | |
| Fidelity Freedom 2040 | Other securities | — | — | $117.7M | 10.0% | |
| Fidelity Freedom 2035 | Other securities | — | — | $116.8M | 9.9% | |
| Fidelity Freedom 2030 | Other securities | — | — | $109.1M | 9.3% | |
| Spartan 500 Index | Other securities | — | — | $91.7M | 7.8% | |
| Fidelity Freedom 2045 | Other securities | — | — | $90.0M | 7.6% | |
| Fidelity Freedom 2050 | Other securities | — | — | $84.5M | 7.2% | |
| Fidelity Freedom 2025 | Other securities | — | — | $66.0M | 5.6% | |
| Fidelity Freedom 2055 | Other securities | — | — | $54.1M | 4.6% | |
| Fidelity Self-directed brokerage accounts | Other securities | — | — | $36.0M | 3.1% | |
| Fidelity Freedom 2020 | Other securities | — | — | $32.1M | 2.7% | |
| Fidelity Freedom 2060 | Other securities | — | — | $27.5M | 2.3% | |
| Principal Unallocated contract - Principal Financial | Other securities | — | — | $21.5M | 1.8% | |
| PIMCO Total Return Administrative Class | Other securities | — | — | $18.5M | 1.6% | |
| American Beacon American Beacon Large Capital Value | Other securities | — | — | $17.3M | 1.5% | |
| Spartan International Index Advantage | Other securities | — | — | $14.7M | 1.2% | |
| Fidelity Low Priced Stock | Other securities | — | — | $12.7M | 1.1% | |
| Fidelity Diversified International | Other securities | — | — | $12.6M | 1.1% | |
| Participants Participant notes receivable - Bearing interest ranging from 4.25 to 9.50 percent - | Other securities | — | — | $10.5M | 0.9% | |
| Spartan United States Bond Index Advantage | Other securities | — | — | $10.3M | 0.9% | |
| Fidelity Freedom 2015 | Other securities | — | — | $9.4M | 0.8% | |
| Spartan Extended Market Index Advantage | Other securities | — | — | $8.4M | 0.7% | |
| Fidelity Government Money Market K6 | Cash / Money Market | — | — | $7.8M | 0.7% | |
| Fidelity Freedom 2065 | Other securities | — | — | $7.5M | 0.6% | |
| Principal PIF Smallcap Growth I R6 | Other securities | — | — | $7.1M | 0.6% | |
| Columbia Small Capital Value Fund II Z | Other securities | — | — | $6.0M | 0.5% | |
| Fidelity Freedom Income | Other securities | — | — | $3.7M | 0.3% | |
| Fidelity Freedom 2010 | Other securities | — | — | $2.9M | 0.2% | |
| MFS Mid Cap Growth Fund Class R6 | Other securities | — | — | $2.4M | 0.2% | |
| Fidelity Freedom 2070 K6 | Other securities | — | — | $22K | <0.1% | |
| Fidelity Government Money Market | Cash / Money Market | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILLIS TOWERS WATSON |
| 53-0181291 |
| — |
| CONSULTANT |
| -$10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN | 38-1357951 | — | PLAN ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | PLAN SPONSOR | $98K | — |
