Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN. SERVICE, INC. | 16-1503696 | — | TPA/ RECORDKEEPER | $90K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Ret K - | Other securities | — | — | $4.9M | 15.6% | |
| iShares S&P 500 Index K - | Other securities | — | — | $4.7M | 14.9% | |
| Blackrock Lifepath Index 2045 K - | Other securities | — | — | $2.5M | 7.8% | |
| Blackrock Lifepath Index 2040 K - | Other securities | — | — | $2.4M | 7.5% | |
| Blackrock Lifepath Index 2035 K - | Other securities | — | — | $1.8M | 5.6% | |
| Blackrock Lifepath Index 2050 K - | Other securities | — | — | $1.5M | 4.9% | |
| Blackrock Lifepath Index 2030 K - | Other securities | — | — | $1.5M | 4.8% | |
| iShares Russell Mid-Cap Index K - | Other securities | — | — | $1.4M | 4.3% | |
| Columbia High Yield Bond - | Other securities | — | — | $1.0M | 3.2% | |
| Goldman Sachs Stable Value - | Other securities | — | — | $925K | 2.9% | |
| Alliance Bernstein Large Cap Growth Collective Trust P2 - $ | Common Collective Trusts | — | — | $873K | 2.8% | |
| PIMCO RAE Small Fund Class A - | Other securities | — | — | $851K | 2.7% | |
| Blackrock Lifepath Index 2055 K - | Other securities | — | — | $819K | 2.6% | |
| iShares US Aggr Bond Index K - | Other securities | — | — | $808K | 2.6% | |
| iShares Russell 2000 SC Index K - | Other securities | — | — | $732K | 2.3% | |
| Victory Sycamore Established Value - | Other securities | — | — | $726K | 2.3% | |
| American Funds AM Balanced - | Other securities | — | — | $710K | 2.2% | |
| DFA Real Estate Securities I - | Other securities | — | — | $553K | 1.8% | |
| Vanguard Equity Income Admiral - | Other securities | — | — | $509K | 1.6% | |
| Dodge & Cox Income X - | Other securities | — | — | $391K | 1.2% | |
| Blackrock Lifepath Index 2060 K - | Other securities | — | — | $374K | 1.2% | |
| Notes receivable from participants Various maturity dates ranging from January 2026 to October 2029; interest rates of 4.25% to 9.50%. - | Bonds / Notes | — | — | $264K | 0.8% | |
| Macquarie Mid-Cap Growth I - | Other securities | — | — | $246K | 0.8% | |
| Principal Divers Int'l Inst'l - | Other securities | — | — | $233K | 0.7% | |
| Self-directed brokerage accounts - | Other securities | — | — | $206K | 0.7% | |
| American Funds EuroPacific Growth - | Other securities | — | — | $196K | 0.6% | |
| NB Small Cap Growth TR FNDRS - | Other securities | — | — | $136K | 0.4% | |
| PGIM Global Total Return Q - | Other securities | — | — | $135K | 0.4% | |
| Guggenheim Macro Opportunity - | Other securities | — | — | $89K | 0.3% | |
| DFA Real Estate Securities - | Other securities | — | — | $87K | 0.3% | |
| Blackrock Lifepath Index 2065 K - | Other securities | — | — | $63K | 0.2% | |
| iShares MSCI TL INTL Index C - | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
