Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $614K | 15.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $539K | 13.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $483K | 12.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $408K | 10.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $395K | 10.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $277K | 7.1% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $252K | 6.4% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $219K | 5.6% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $183K | 4.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $112K | 2.9% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $59K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $57K | 1.5% | |
| GOLDMAN SACHS SC EQ INSIGHS R6 | Registered Investment Companies | — | — | $45K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $44K | 1.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $37K | 1.0% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $36K | 0.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $32K | 0.8% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $27K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $26K | 0.7% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $25K | 0.6% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $19K | 0.5% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $12K | 0.3% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Other securities | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1K | <0.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
