Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450962 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VASQUEZ AND COMPANY | 33-0700332 | — | NONE | $15K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2055 INV | Other securities | — | — | $441K | 16.5% | |
| Vanguard TARGET RETIREMENT 2050 FD I | Other securities | — | — | $422K | 15.8% | |
| Vanguard TARGET RETIREMENT 2035 FD I | Other securities | — | — | $377K | 14.1% | |
| Vanguard TARGET RETIREMENT 2030 FD I | Other securities | — | — | $305K | 11.4% | |
| Vanguard TARGET RETIREMENT 2045 FD I | Other securities | — | — | $291K | 10.9% | |
| Vanguard GROWTH INDEX FD ADMIRAL | Other securities | — | — | $132K | 4.9% | |
| Vanguard TARGET RETIREMENT 2060 INV | Other securities | — | — | $127K | 4.7% | |
| Vanguard TOTAL STOCK MKT INDEX | Other securities | — | — | $112K | 4.2% | |
| Vanguard TARGET RETIREMENT 2025 FD I | Other securities | — | — | $109K | 4.1% | |
| account balance | Other securities | — | — | $73K | 2.7% | |
| Vanguard SMALL CAP INDEX ADMIRAL SH | Other securities | — | — | $72K | 2.7% | |
| Vanguard TARGET RETIREMENT 2040 FD I | Other securities | — | — | $54K | 2.0% | |
| Vanguard EQUITY INC FD ADMIRAL SHS | Mutual Funds | — | — | $47K | 1.8% | |
| Group Annuity Contract Standard Stable Asset Fund | Common Stock | — | — | $22K | 0.8% | |
| Vanguard TOTAL INTL STOCK INDEX ADM | Other securities | — | — | $21K | 0.8% | |
| Vanguard SMALL CAP VALUE INDEX ADMIR | Other securities | — | — | $18K | 0.7% | |
| Vanguard EXPLORER FD ADMIRAL SHARES | Other securities | — | — | $17K | 0.6% | |
| Vanguard INTERM TERM BD INDEX ADM ** 2 Vanguard MID CAP VALINDEX ADMIRAL ** 120 Vanguard MID-CAP GROWTH INDEX ADMIRA | Other securities | — | — | $2K | <0.1% | |
| Vanguard TARGET RETIREMENT INCM INV ** 173 Vanguard TARGET RETIREMENT 2020 FD I | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
