Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| F N B WEALTH MANAGEMENT | 20-0433578 | — | CONSULTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $434K | $3.8M | 11.7% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $418K | $3.5M | 10.8% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $3.4M | 10.6% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $325K | $3.3M | 10.1% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $785K | $2.8M | 8.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $746K | $2.8M | 8.4% | |
| Am Fds EuroPacific Grth R6 Fd | Registered Investment Companies | — | $46K | $2.1M | 6.5% | |
| Life Insurance | Other securities | — | $0 | $1.5M | 4.6% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $1.2M | 3.6% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $0 | $1.1M | 3.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $17K | $1.1M | 3.4% | |
| Fidelity Advisor Emerg Mrkts Z | Mutual Funds | — | $0 | $662K | 2.0% | |
| American Century SC Gr R6 Fd | Registered Investment Companies | — | $0 | $650K | 2.0% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $0 | $639K | 2.0% | |
| Fidelity Adv Strat Inc I Fund | Registered Investment Companies | — | $0 | $450K | 1.4% | |
| DWS RREEF RE Sec R6 Fund | Registered Investment Companies | — | $0 | $385K | 1.2% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $0 | $350K | 1.1% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $0 | $55K | 0.2% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Registered Investment Companies | — | $0 | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAMBAUGH NESS PC | 23-2846715 | — | ACCOUNTANT | $0 | — |
