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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2025 IPR* | Other securities | — | $141K | $2.6M | 17.6% | |
| FID FDM IDX 2030 IPR* | Other securities | — | $123K | $2.5M | 16.8% | |
| FID FDM IDX 2035 IPR* | Other securities | — | $70K | $1.6M | 11.0% | |
| FID US BOND IDX* | Other securities | — | $134K | $1.4M | 9.2% | |
| FID 500 INDEX* | Other securities | — | $6K | $1.3M | 8.7% | |
| FID FDM IDX 2040 IPR* | Other securities | — | $30K | $736K | 5.0% | |
| FID FDM IDX 2045 IPR* | Other securities | — | $24K | $615K | 4.1% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $7K | $579K | 3.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $521K | 3.5% | |
| PUTN LG CAP VAL A | Other securities | — | $15K | $504K | 3.4% | |
| FID INTL INDEX* | Other securities | — | $8K | $391K | 2.6% | |
| JPM SM CAP GROWTH R6 119 AB DISC GRTH ADV 558 MFS INTL DIVRSN R3 | Other securities | — | $15K | $325K | 2.2% | |
| PIONEER BOND Y | Other securities | — | $39K | $321K | 2.2% | |
| FID MID CAP IDX* | Other securities | — | $8K | $270K | 1.8% | |
| FID FDM IDX 2050 IPR* | Other securities | — | $9K | $246K | 1.7% | |
| FID FDM IDX 2020 IPR* | Other securities | — | $11K | $173K | 1.2% | |
| FID SM CAP IDX* | Other securities | — | $6K | $165K | 1.1% | |
| Notes Receivable from Participants, Various Maturity Date Through 2032, Interest Rates Ranging from 4.00% to 9.50%* | Bonds / Notes | — | — | $142K | 1.0% | |
| C&S REAL ESTATE A | Other securities | — | $7K | $107K | 0.7% | |
| FID FDM IDX 2015 IPR* | Other securities | — | $4K | $59K | 0.4% | |
| FID Growth STRAT K6 | Other securities | — | $3K | $55K | 0.4% | |
| FID FDM IDX 2055 IPR* | Other securities | — | $2K | $50K | 0.3% | |
| FID FDM IDX 2060 IPR* | Other securities | — | $2K | $35K | 0.2% | |
| VANG EXPLORER ADM 286 | Other securities | — | — | $31K | 0.2% | |
| GS SM CP VAL INS I 545 | Other securities | — | — | $30K | 0.2% | |
| FID FDM IDX 2010 IPR* | Other securities | — | $2K | $26K | 0.2% | |
| PGIM HIGH YIELD R4 | Other securities | — | $2K | $9K | <0.1% | |
| FID FDM IDX 2065 IPR* 474 | Other securities | — | — | $7K | <0.1% | |
| FID FDM IDX INC IPR* 302 | Common Stock | — | — | $4K | <0.1% | |
| INVS DEVELOP MKT Y 36 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $13K | — |
