Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $870 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $6.2M | 8.7% | |
| Fidelity Contrafund K6 | Other securities | — | — | $5.9M | 8.2% | |
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $5.1M | 7.1% | |
| Fidelity Freedom 2035 - K6 | Other securities | — | — | $4.8M | 6.7% | |
| American Funds American Mutual R5 | Other securities | — | — | $4.6M | 6.4% | |
| Fidelity Freedom 2030 - K6 | Other securities | — | — | $4.4M | 6.1% | |
| Fidelity International Discovery K | Other securities | — | — | $3.6M | 5.1% | |
| Fidelity Total Bond | Other securities | — | — | $3.5M | 4.8% | |
| Fidelity Freedom 2045 - K6 | Other securities | — | — | $3.1M | 4.3% | |
| Fidelity Government Money Market | Cash / Money Market | — | — | $2.9M | 4.0% | |
| Fidelity Freedom 2050 - K6 | Other securities | — | — | $2.8M | 3.9% | |
| Fidelity US Bond Index | Other securities | — | — | $2.2M | 3.0% | |
| Fidelity Capital & Income | Other securities | — | — | $2.2M | 3.0% | |
| Fidelity Extended Market Index | Other securities | — | — | $2.1M | 2.9% | |
| Fidelity Freedom 2020 - K6 | Other securities | — | — | $1.8M | 2.5% | |
| Fidelity Freedom 2040 - K6 | Other securities | — | — | $1.7M | 2.4% | |
| Fidelity Low Priced Stock K | Other securities | — | — | $1.7M | 2.4% | |
| T. Rowe Price Mid-Cap Growth | Other securities | — | — | $1.5M | 2.1% | |
| Loomis Sayles Small Cap Growth | Other securities | — | — | $1.5M | 2.1% | |
| American Century Small Cap Value | Other securities | — | — | $1.5M | 2.1% | |
| Fidelity Freedom 2015 - K6 | Other securities | — | — | $1.5M | 2.1% | |
| Dodge & Cox Balanced | Other securities | — | — | $1.3M | 1.8% | |
| Fidelity Freedom 2025 - K6 | Other securities | — | — | $1.1M | 1.6% | |
| Fidelity International Index | Other securities | — | — | $865K | 1.2% | |
| Wells Fargo Special Mid Cap Value | Other securities | — | — | $488K | 0.7% | |
| Fidelity Freedom 2055 - K6 | Other securities | — | — | $447K | 0.6% | |
| JPMorgan US Small Company | Other securities | — | — | $443K | 0.6% | |
| Wells Fargo Short Term Bond | Other securities | — | — | $416K | 0.6% | |
| Victory Trivalent International Small Cap | Other securities | — | — | $392K | 0.5% | |
| Fidelity Freedom 2060 - K6 | Other securities | — | — | $364K | 0.5% | |
| Fidelity Freedom Income | Other securities | — | — | $294K | 0.4% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $221K | 0.3% | |
| Fidelity Freedom 2065 - K6 | Other securities | — | — | $101K | 0.1% | |
| Fidelity Freedom 2010 - K6 | Other securities | — | — | $49K | <0.1% | |
| Fidelity Managed Retirement 2030 - K6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Managed Retirement Income Fund - K6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
