Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | FINANCIAL ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | PALATINE, IL | OTHER SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG LSTRAT MODRT GRW INV | Other securities | — | — | $2.9M | 45.3% | |
| AMER FUNDS 2050 TDATE R6 | Other securities | — | — | $556K | 8.7% | |
| Fidelity 500 Index | Other securities | — | — | $389K | 6.1% | |
| AMER FUNDS 2035 TDATE R6 | Other securities | — | — | $300K | 4.7% | |
| Fidelity Blue Chip Growth | Other securities | — | — | $279K | 4.4% | |
| AMER FUNDS 2030 TDATE R6 | Other securities | — | — | $255K | 4.0% | |
| AMER FUNDS 2045 TDATE R6 | Other securities | — | — | $198K | 3.1% | |
| CMFC SV A34 COMMON COLLECTIVE TRUST · EIN 45-5605200 / PN 014 | Common Collective Trust | — | — | $175K | 2.7% | |
| VANG LIFESTRAT GROWTH INV | Other securities | — | — | $157K | 2.5% | |
| Notes receivable from participants (5.50%-10.50%) | Bonds / Notes | — | — | $126K | 2.0% | |
| AMER FUNDS 2060 TDATE R6 | Other securities | — | — | $125K | 2.0% | |
| AMER FUNDS 2025 TDATE R6 | Other securities | — | — | $117K | 1.8% | |
| AMER FUNDS NW PRSPCTV R6 | Other securities | — | — | $103K | 1.6% | |
| AMER FUNDS 2055 TDATE R6 | Other securities | — | — | $87K | 1.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $86K | 1.4% | |
| Vanguard Small Cap Index | Other securities | — | — | $68K | 1.1% | |
| Van FTSE Social Index Adm | Other securities | — | — | $66K | 1.0% | |
| AMER FUNDS 2020 TDATE R6 | Other securities | — | — | $52K | 0.8% | |
| CARI EAGLE MD CP GRW R6 | Other securities | — | — | $51K | 0.8% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $50K | 0.8% | |
| AMER FUNDS 2040 TDATE R6 | Other securities | — | — | $46K | 0.7% | |
| VG TOTAL BNDMKT INDEX ADM | Other securities | — | — | $38K | 0.6% | |
| Nuveen Lg Cp Resp Eqty R6 | Other securities | — | — | $35K | 0.6% | |
| AMER FUNDS NEW WORLD R6 | Other securities | — | — | $31K | 0.5% | |
| Fidelity Total Bond Fund | Other securities | — | — | $24K | 0.4% | |
| GSACHS SM CAP VI INST | Other securities | — | — | $20K | 0.3% | |
| Fid Intl Idx | Other securities | — | — | $20K | 0.3% | |
| VANG LSTRAT CONSR GRW INV | Other securities | — | — | $13K | 0.2% | |
| VG TOT INT BD INDX ADM | Other securities | — | — | $7K | 0.1% | |
| MFS INTL DIVERSFCTION R6 | Other securities | — | — | $7K | 0.1% | |
| VICT TRIVLNT INTE SMCP I | Other securities | — | — | $6K | <0.1% | |
| FED H MDT SM CP GRW R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
