Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab International Equity ETF Mutual funds | Other securities | — | — | $71K | 22.0% | |
| iShares Core S&P 500 ETF Mutual funds | Other securities | — | — | $47K | 14.6% | |
| Schwab U.S.Large-Cap Growth Fund Mutual funds | Other securities | — | — | $42K | 13.0% | |
| iShares Core U.S. Aggregate Bond ETF Mutual funds | Other securities | — | — | $39K | 12.2% | |
| Vanguard FTSE Emerging Market Fund Mutual funds | Other securities | — | — | $31K | 9.5% | |
| Vanguard Mid-Cap ETF Mutual funds | Other securities | — | — | $22K | 6.9% | |
| iShares Core S&P Small-Cap ETF Mutual funds | Other securities | — | — | $14K | 4.3% | |
| Schwab US REIT ETF Mutual funds | Common Stock | — | — | $7K | 2.3% | |
| iShares Core International Aggregate Bond ETF Mutual funds | Other securities | — | — | $4K | 1.4% | |
| Schwab US Broad Market Fund Mutual funds | Other securities | — | — | $2K | 0.7% | |
| Vanguard Balanced Index Admiral Fund Mutual funds | Other securities | — | — | $2K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
