Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT CONSULTING GROU | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA INVESTMENT CONSULTING GROUP | 39-1859759 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 Index N/R | Mutual Funds | — | — | $7.0M | 26.1% | |
| FID Freedom 2030 K N/R | Mutual Funds | — | — | $6.3M | 23.3% | |
| FID Freedom 2040 K N/R | Mutual Funds | — | — | $4.4M | 16.4% | |
| FID Freedom 2050 K N/R | Mutual Funds | — | — | $2.3M | 8.4% | |
| FID Freedom 2020 K N/R | Mutual Funds | — | — | $1.7M | 6.3% | |
| FID Government Money Market N/R | Mutual Funds | — | — | $1.2M | 4.5% | |
| FID Mid Cap Index N/R | Mutual Funds | — | — | $838K | 3.1% | |
| FID Freedom Inc K N/R | Mutual Funds | — | — | $660K | 2.5% | |
| FID Freedom 2060 K N/R | Mutual Funds | — | — | $445K | 1.7% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $431K | 1.6% | |
| Vanguard Short Term Bond Index N/R | Mutual Funds | — | — | $335K | 1.2% | |
| Admiral * Mutual fund FID Intermediate Bond N/R | Other securities | — | — | $293K | 1.1% | |
| Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $234K | 0.9% | |
| Index Admiral * Self-directed brokerage Brokeragelink N/R | Other securities | — | — | $205K | 0.8% | |
| Admiral Mutual fund Vanguard Small Cap Value Index N/R | Other securities | — | — | $180K | 0.7% | |
| Admiral * Mutual fund FID Freedom 2010 K N/R | Other securities | — | — | $130K | 0.5% | |
| account * Participant loans Interest rates varying from 3.25% to $0 | Bonds / Notes | — | — | $72K | 0.3% | |
| FID International Small Cap N/R | Mutual Funds | — | — | $70K | 0.3% | |
| Opportunities Mutual fund Vanguard Small Cap Growth Index N/R | Other securities | — | — | $59K | 0.2% | |
| Admiral Mutual fund Vanguard Emerging Markets Stock N/R | Other securities | — | — | $51K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
