Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-4411131 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE COMMERCE TRUST COMPANY | 43-9557922 | — | ADVISOR | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Other securities | — | — | $4.6M | 31.2% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $2.0M | 13.8% | |
| T. Rowe Price T.Rowe Price Growth Stock | Other securities | — | — | $1.5M | 10.3% | |
| Vanguard Total Stock Market Index | Other securities | — | — | $1000K | 6.8% | |
| Goldman Sachs Goldman Sachs FS Government Service | Other securities | — | — | $921K | 6.2% | |
| Commerce Funds Commerce Bond | Other securities | — | — | $920K | 6.2% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $866K | 5.9% | |
| DFA US Large Cap Value | Other securities | — | — | $621K | 4.2% | |
| ClearBridge Investments Clearbridge Small Cap Growth | Other securities | — | — | $597K | 4.0% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $559K | 3.8% | |
| Vanguard Total International Stock Index | Other securities | — | — | $391K | 2.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $217K | 1.5% | |
| Vanguard Target Retirement Income | Other securities | — | — | $199K | 1.3% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $163K | 1.1% | |
| FDP Series Funds MFS Mid Cap Value Fund | Other securities | — | — | $53K | 0.4% | |
| DFA US Targeted Value - I | Other securities | — | — | $44K | 0.3% | |
| PGIM Investments PGIM Jennison Small Company | Other securities | — | — | $31K | 0.2% | |
| The Hartford The Hartford Midcap Fund | Other securities | — | — | $18K | 0.1% | |
| MFS Research International | 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.
