Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICE | — | HOUSTON, TX | NONE | $309 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $117K | 23.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $73K | 14.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $58K | 11.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $53K | 10.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $47K | 9.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $41K | 8.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $36K | 7.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $24K | 4.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $20K | 4.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 497 Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $6K | 1.3% | |
| American Funds U.S. Govt Money Mkt R3 American Funds 0 | Cash / Money Market | — | — | $3K | 0.6% | |
| Lord Abbett Growth Leaders R3 Lord Abbett Growth 0 | Other securities | — | — | $3K | 0.5% | |
| Franklin Small Cap Growth R Franklin 0 | Other securities | — | — | $2K | 0.5% | |
| BlackRock Advantage SMID Cap R BlackRock 0 | Other securities | — | — | $2K | 0.5% | |
| Vanguard 500 Index Adm Vanguard 0 969 BlackRock International R BlackRock 0 | Other securities | — | — | $2K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
