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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Other securities | — | — | $2.1M | 21.0% | |
| FID FDM IDX 2040 IPR Mutual Fund | Other securities | — | — | $1.6M | 15.9% | |
| FID FDM IDX 2030 IPR Mutual Fund | Other securities | — | — | $1.2M | 12.0% | |
| FKLN DYNATECH R6 Mutual Fund | Other securities | — | — | $1.2M | 11.8% | |
| VANG MDCPGR IDX ADM Mutual Fund | Other securities | — | — | $748K | 7.3% | |
| FID FDM IDX 2050 IPR Mutual Fund | Other securities | — | — | $516K | 5.0% | |
| FID INTL INDEX Mutual Fund | Other securities | — | — | $390K | 3.8% | |
| FID GOVT MMKT K6 Money Market Fund | Cash / Money Market | — | — | $374K | 3.7% | |
| HTFD TOT RET BOND R6 Mutual Fund | U.S. Treasuries | — | — | $305K | 3.0% | |
| FID FDM IDX 2055 IPR Mutual Fund | Other securities | — | — | $265K | 2.6% | |
| FID FDM IDX 2035 IPR Mutual Fund | Other securities | — | — | $152K | 1.5% | |
| AB SM CAP GRTH I Mutual Fund | Other securities | — | — | $111K | 1.1% | |
| VANG MDCPVAL IDX ADM Mutual Fund | Other securities | — | — | $111K | 1.1% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stock | — | — | $102K | 1.0% | |
| FID FDM IDX 2015 IPR Mutual Fund | Other securities | — | — | $101K | 1.0% | |
| VICTORY S SMCO OP R6 Mutual Fund | Other securities | — | — | $79K | 0.8% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $76K | 0.7% | |
| FID FDM IDX 2065 IPR Mutual Fund | Other securities | — | — | $63K | 0.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | Other securities | — | — | $61K | 0.6% | |
| FID FDM IDX 2020 IPR Mutual Fund | Other securities | — | — | $61K | 0.6% | |
| FID SM CAP IDX Mutual Fund | Other securities | — | — | $46K | 0.4% | |
| PIMCO INCOME INST Mutual Fund | Other securities | — | — | $39K | 0.4% | |
| J H GLB TECH INNV N Mutual Fund | Other securities | — | — | $38K | 0.4% | |
| FID INFL PR BD IDX Mutual Fund | Other securities | — | — | $30K | 0.3% | |
| Notes Receivable from Participants 10.50% maturing through June 2033 | Bonds / Notes | — | — | $29K | 0.3% | |
| FID FDM IDX 2060 IPR Mutual Fund | Other securities | — | — | $25K | 0.2% | |
| FID REAL ESTATE IDX Mutual Fund | Other securities | — | — | $23K | 0.2% | |
| BA SUSTAIN GRTH IS Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| FID MID CAP IDX Mutual Fund | Other securities | — | — | $14K | 0.1% | |
| IMPX EG WOMEN LDP IS Mutual Fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
