Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNETTE STANTON | — | DES MOINES, IA | CONSULTANT | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $3.0M | 15.8% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $2.5M | 13.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $2.0M | 10.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $2.0M | 10.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $2.0M | 10.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $1.4M | 7.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1.3M | 6.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $808K | 4.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $332K | 1.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $311K | 1.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $242K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $210K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $170K | 0.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $138K | 0.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $138K | 0.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $129K | 0.7% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $114K | 0.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $101K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $100K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $99K | 0.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $98K | 0.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $93K | 0.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $60K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $52K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $47K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $34K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $24K | 0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $17K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $10K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $10K | <0.1% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $6K | <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 |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT | $26K | — |
