Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | — | OVERLAND PARK, KS | N/A | $35K | — |
| TPP RETIREMENT PLAN SPECIALISTS | 20-1301962 | — | N/A | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Black Rock iShares S&P 500 Index K | Mutual Funds | — | — | $2.8M | 29.5% | |
| Vanguard VanguVanguard Developed Markets Index AdmiralDeveloped Markets x Admiral | Other securities | — | — | $1.2M | 12.4% | |
| Fidelity Investments Fidelity Large Cap Growth Index | Other securities | — | — | $1.1M | 11.7% | |
| Vanguard VanguVanguard Intermediate Term Bond Index FundIntermediate Term Bo Index Fund | Other securities | — | — | $883K | 9.4% | |
| Vanguard VanguVanguard Mid Cap Index AdmiralMid Cap Index Adm | Other securities | — | — | $852K | 9.1% | |
| Vanguard VanguVanguard Emerging Markets Stock Index AdmiralEmerging Markets Sto k Index Admiral | Other securities | — | — | $827K | 8.8% | |
| Fidelity Investmentsnts FidelityFidelity Small Cap Value Indexmall Cap Value Index | Other securities | — | — | $332K | 3.5% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $317K | 3.4% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $305K | 3.3% | |
| Money market Interest bearing | Cash / Money Market | — | — | $287K | 3.1% | |
| Vanguard VanguVanguard FTSE All World ex US Small Cap Index FundFTSE All World ex U Small | Other securities | — | — | $260K | 2.8% | |
| Dimensional Fund Advisors Inflation-Protected Securities I | Other securities | — | — | $109K | 1.2% | |
| Fidelity Investments Fidelity Large Cap Value Index | Other securities | — | — | $82K | 0.9% | |
| Fidelity Investmentsnts FidelityFidelity Mid Cap Growth IndexMid Cap Growth In | Other securities | — | — | $44K | 0.5% | |
| Fidelity Investmentsnts FidelityFidelity Mid Cap Value IndexMid Cap Value Index | Other securities | — | — | $26K | 0.3% | |
| Fidelity Investmentsnts FidelityFidelity Small Cap Growth Indexmall Cap Growth Inde | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
