Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS | 52-1396995 | — | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Lg Cap Index Instl Mutual Funds | Other securities | — | — | $21.8M | 12.7% | |
| Vanguard Target Retrmnt 2070 Inv Mutual Funds 529 Vanguard Total Bd Mkt Index Instl Mutual Funds | Other securities | — | — | $16.5M | 9.6% | |
| Dodge & Cox Inc I Mutual Funds | Common Stock | — | — | $16.3M | 9.5% | |
| Vanguard Gr Index Instl Mutual Funds | Other securities | — | — | $14.3M | 8.3% | |
| Vanguard Developed Mkt Index Instl Mutual Funds | Other securities | — | — | $12.4M | 7.2% | |
| Vanguard Val Index Instl Mutual Funds | Other securities | — | — | $10.7M | 6.3% | |
| American Funds EuroPacific Gr R6 Mutual Funds | Other securities | — | — | $9.7M | 5.7% | |
| AB Lg Cap Gr Z | Other securities | — | — | $9.4M | 5.5% | |
| JPMorgan Eq Inc R6 | Common Stock | — | — | $8.6M | 5.0% | |
| Vanguard Small Cap Gr Index Instl Mutual Funds | Other securities | — | — | $6.3M | 3.7% | |
| Vanguard Small Cap Val Index I Mutual Funds | Other securities | — | — | $6.0M | 3.5% | |
| American Funds New World R6 Mutual Funds | Other securities | — | — | $5.9M | 3.5% | |
| Columbia Small Cap Index Inst Mutual Funds | Other securities | — | — | $5.4M | 3.2% | |
| Vanguard Mid Cap Gr Index Adm Mutual Funds | Other securities | — | — | $5.4M | 3.2% | |
| Vanguard Mid Cap Index Instl Mutual Funds | Other securities | — | — | $5.4M | 3.1% | |
| Vanguard Mid Cap Val Index Adm Mutual Funds | Other securities | — | — | $5.2M | 3.0% | |
| NYL Guaranteed Interest Account Guaranteed Investment Contract | Stable Value | — | — | $4.5M | 2.6% | |
| Vanguard Federal Money Market Mutual Funds | Cash / Money Market | — | — | $3.1M | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.9M | 1.1% | |
| Vanguard Short Term Bd Index Adm Mutual Funds | Other securities | — | — | $1.8M | 1.0% | |
| Janus Henderson Balanced N Mutual Funds | Other securities | — | — | $444K | 0.3% | |
| Reserve Account Interest-Bearing Cash | Cash / Money Market | — | — | $113K | <0.1% | |
| Vanguard Target Retrmnt 2030 Mutual Funds | Other securities | — | — | $79K | <0.1% | |
| Vanguard Target Retrmnt 2035 Mutual Funds | Other securities | — | — | $70K | <0.1% | |
| Vanguard Target Retrmnt 2040 Mutual Funds | Other securities | — | — | $61K | <0.1% | |
| Vanguard Target Retrmnt 2025 Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retrmnt 2055 Mutual Funds 260 Vanguard Target Retrmnt 2060 Mutual Funds | 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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $48K | — |
