Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | N/A | $41K | — |
| AT RETIREMENT SERVICE, LLC | 83-3455979 | — | N/A | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Other securities | — | — | $2.5M | 16.1% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $1.5M | 9.9% | |
| iShares S&P 500 Index K | Other securities | — | — | $1.3M | 8.3% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $777K | 5.0% | |
| Mid Atlantic Trust Company Third-Party FDIC Insured Deposit Account | Other securities | — | — | $763K | 4.9% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $750K | 4.8% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $725K | 4.7% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $702K | 4.5% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $684K | 4.4% | |
| Vanguard Target Retirement Income | Other securities | — | — | $656K | 4.2% | |
| Vanguard Developed Market Index Admiral | Other securities | — | — | $611K | 3.9% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $604K | 3.9% | |
| Vanguard Emerging Markets Stock Index | Other securities | — | — | $516K | 3.3% | |
| Fidelity Large Cap Growth Index | Other securities | — | — | $502K | 3.2% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $453K | 2.9% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $427K | 2.8% | |
| with maturity dates from January 2025 through December 2029 -0- | Other securities | — | — | $412K | 2.7% | |
| Vanguard Intermediate-Term Bond Index Admiral | Other securities | — | — | $344K | 2.2% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $203K | 1.3% | |
| Fidelity Small Cap Value Index | Other securities | — | — | $189K | 1.2% | |
| Vanguard FTSE All-World ex-US Small Cap Index | Other securities | — | — | $171K | 1.1% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $163K | 1.1% | |
| Fidelity Mid Cap Growth Index | Other securities | — | — | $146K | 0.9% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $134K | 0.9% | |
| DFA Inflation Protected Securities I | Other securities | — | — | $116K | 0.8% | |
| Fidelity Large Cap Value Index | Other securities | — | — | $73K | 0.5% | |
| Fidelity Small Cap Growth Index | Other securities | — | — | $48K | 0.3% | |
| Fidelity Mid Cap Value Index | Other securities | — | — | $4K | <0.1% | |
| DFA Intermediate Government Fixed Income I | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
