Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPA SERVICES LLC | 16-1503696 | HUNTINGDON VALLEY, PA | CUSTODIAL | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREM'T 2035 | Other securities | 147,623 | — | $3.5M | 17.2% | |
| VANGUARD TARGET RETIREM'T 2045 | Other securities | 68,536 | — | $2.0M | 9.9% | |
| VANGUARD TARGET RETIREM'T 2025 | Other securities | 108,329 | — | $2.0M | 9.8% | |
| VANGUARD TARGET RETIREM'T 2020 | Other securities | 72,399 | — | $1.9M | 9.3% | |
| VANGUARD TARGET RETIREM'T 2030 | Other securities | 34,763 | — | $1.3M | 6.4% | |
| VANGUARD TARGET RETIREM'T 2040 | Other securities | 28,875 | — | $1.2M | 6.1% | |
| VANGUARD TARGET RETIREM'T 2055 | Other securities | 18,316 | — | $1.0M | 4.9% | |
| VANGUARD GROWTH INDEX ADMIRAL | Other securities | 4,393 | — | $928K | 4.5% | |
| VANGUARD TARGET RETIREM'T 2050 | Other securities | 16,231 | — | $809K | 3.9% | |
| VANGUARD TGT RETIREM'T INCOME | Other securities | 61,436 | — | $805K | 3.9% | |
| Notes receivable from participants | Other securities | — | — | $732K | 3.6% | |
| VANGUARD 500 INDEX ADMIRAL | Other securities | 1,302 | — | $706K | 3.4% | |
| VANGUARD FEDERAL MONEY MARKET | Cash / Money Market | 689,846 | — | $690K | 3.3% | |
| VANGUARD TARGET RETIREM'T 2060 | Other securities | 8,168 | — | $419K | 2.0% | |
| VANGUARD MID-CAP INDEX ADMIRAL | Other securities | 1,260 | — | $412K | 2.0% | |
| DODGE & COX INCOME X | Other securities | 29,622 | — | $367K | 1.8% | |
| VANGUARD TTL INT'L STK IND ADM | Other securities | 11,287 | — | $358K | 1.7% | |
| VANGUARD SMALL-CAP INDEX ADM | Other securities | 3,087 | — | $356K | 1.7% | |
| VANGUARD EQUITY INCOME ADMIRAL | Other securities | 3,118 | — | $275K | 1.3% | |
| FEDERATED HERMES INSTL HIYD BD | Other securities | 29,385 | — | $260K | 1.3% | |
| VANGUARD TARGET RETIREM'T 2065 | Other securities | 4,873 | — | $164K | 0.8% | |
| VANGUARD INFLATN-PROT SEC ADM | Other securities | 778 | — | $18K | <0.1% |
| 87-2525370 |
| MCLEAN, VA |
| ACCOUNTANT |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART P.C. | 52-1708613 | WASHINGTON, DC | ATTORNEY | $38K | — |
