Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT, LLC | — | LEHI, UT | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core S&P Total US Stock Exchange Traded Fund N/A | Other securities | — | — | $468K | 39.6% | |
| Fidelity Advisor Total Bond Mutual Fund N/A | Other securities | — | — | $167K | 14.1% | |
| iShares Trust Core MSCI EAFE Exchange Traded Fund N/A | Other securities | — | — | $145K | 12.3% | |
| Allianz Annuity N/A | Other securities | — | — | $124K | 10.5% | |
| iShares Inc Core MSCI Emerging Market Exchange Traded Fund N/A | Common Stock | — | — | $65K | 5.5% | |
| iShares Trust Core Dividend Growth Exchange Traded Fund N/A | Other securities | — | — | $56K | 4.7% | |
| SPDR Series Trust S&P 600 SMCP Val Exchange Traded Fund N/A | Other securities | — | — | $52K | 4.4% | |
| iShares Trust MSCI USA QLT FCT Exchange Traded Fund N/A | Other securities | — | — | $42K | 3.6% | |
| Cliffwater Corporate Lending Fund Mutual Fund N/A | Other securities | — | — | $28K | 2.4% | |
| Fidelity MSCI Real Estate Index Exchange Traded Fund N/A | Other securities | — | — | $24K | 2.0% | |
| Fidelity Government Cash Reserves Mutual Fund N/A | Cash / Money Market | — | — | $11K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
