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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 23.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 15.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $704K | 9.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $509K | 6.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $450K | 5.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $428K | 5.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $412K | 5.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $347K | 4.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $327K | 4.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $241K | 3.1% | |
| MASSMUTUAL POOLED STABLE R WILMINGTON TRUST COMPANY · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $229K | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $106K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $97K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $92K | 1.2% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $79K | 1.0% | |
| VICTORY INTL SMALL CAP R6 | Registered Investment Companies | — | — | $36K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $35K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $35K | 0.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $35K | 0.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $27K | 0.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $26K | 0.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $22K | 0.3% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $20K | 0.3% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $20K | 0.3% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $20K | 0.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $15K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
