Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | — | MINNEAPOLIS, MN | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan SmartRetirement 2035 R5 | Other securities | — | — | $2.5M | 29.4% | |
| JP Morgan SmartRetirement 2050 R5 | Other securities | — | — | $1.2M | 14.1% | |
| JP Morgan SmartRetirement 2045 R5 | Other securities | — | — | $916K | 10.6% | |
| JP Morgan SmartRetirement 2040 R5 | Other securities | — | — | $657K | 7.6% | |
| JP Morgan SmartRetirement 2030 R5 | Other securities | — | — | $634K | 7.3% | |
| JP Morgan SmartRetirement 2055 R5 | Other securities | — | — | $480K | 5.5% | |
| JP Morgan SmartRetirement 2025 R5 | Other securities | — | — | $413K | 4.8% | |
| maturity 1‐5 years $0 | Other securities | — | — | $296K | 3.4% | |
| JP Morgan SmartRetirement 2020 R5 | Other securities | — | — | $241K | 2.8% | |
| JP Morgan SmartRetirement 2060 R6 | Other securities | — | — | $240K | 2.8% | |
| JP Morgan SmartRetirement 2060 R5 | Other securities | — | — | $199K | 2.3% | |
| Nationwide Inv Dest Aggr R6 | Other securities | — | — | $109K | 1.3% | |
| Nationwide Inv Dest Cnsrv R6 | Other securities | — | — | $97K | 1.1% | |
| Nationwide Best of America Group Annuity Indexed Fixed Contract | Common Stocks | — | — | $90K | 1.0% | |
| Baron Partners Fund Institutional | Other securities | — | — | $30K | 0.4% | |
| Morgan Stanley Growth Portfolio | Other securities | — | — | $27K | 0.3% | |
| Morgan Stanley Global Opportunity | Other securities | — | — | $27K | 0.3% | |
| JP Morgan SmartRetirement Income R5 | Other securities | — | — | $25K | 0.3% | |
| Morgan Stanley Inception Portfolio | Other securities | — | — | $25K | 0.3% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $22K | 0.3% | |
| Alger Capital Appreciation Portfolio Class I‐2 | Other securities | — | — | $22K | 0.3% | |
| Goldman Sachs Large Cap Growth Insights Fund | Other securities | — | — | $22K | 0.3% | |
| Lord Abbett Growth Leaders R5 | Mutual Funds | — | — | $22K | 0.3% | |
| Virtus Allianz Focused Growth Fund | Other securities | — | — | $22K | 0.3% | |
| New York Life Winslow Large Cap Growth Class I | Other securities | — | — | $22K | 0.3% | |
| Vanguard Info Tech Indx Adml | Mutual Funds | — | — | $19K | 0.2% | |
| MFS Technology R6 | Mutual Funds | — | — | $18K | 0.2% | |
| Blackrock Large Cap Focus Growth K | Other securities | — | — | $18K | 0.2% | |
| Fidelity Advisor Growth Opps A | Mutual Funds | — | — | $18K | 0.2% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $18K | 0.2% | |
| Fidelity Growth Company K6 | Mutual Funds | — | — | $18K | 0.2% | |
| Rydex NASDAQ‐100 2x Strategy H | Other securities | — | — | $18K | 0.2% | |
| Rydex S&P 500 2x Strategy H | Common Collective Trusts | — | — | $18K | 0.2% | |
| Blackrock Technology Opportunities K | Other securities | — | — | $15K | 0.2% | |
| Janus Henderson Research N | Mutual Funds | — | — | $15K | 0.2% | |
| Janus Henderson Global Tech Innov N | Mutual Funds | — | — | $15K | 0.2% | |
| Nationwide Inv Dest Mod Aggr R6 | Other securities | — | — | $14K | 0.2% | |
| Federated Hermes Government Obligations Prmr | Other securities | — | — | $10K | 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 |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | ERIE, PA | TPA | $21K | — |
