Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $15K | — |
| CETERA ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID FREEDOM 2040 K6 | Other securities | — | — | $3.1M | 18.8% | |
| Fidelity Investments FID 500 INDEX | Other securities | — | — | $2.5M | 15.2% | |
| Fidelity Investments FID FREEDOM 2035 K6 | Other securities | — | — | $2.3M | 13.8% | |
| Fidelity Investments FID FREEDOM 2050 K6 | Other securities | — | — | $2.1M | 12.4% | |
| Fidelity Investments FID FREEDOM 2045 K6 | Other securities | — | — | $1.8M | 10.9% | |
| Fidelity Investments FID FREEDOM 2055 K6 | Other securities | — | — | $888K | 5.3% | |
| Fidelity Investments FID FREEDOM 2030 K6 | Other securities | — | — | $665K | 4.0% | |
| Fidelity Investments FID INTL INDEX | Other securities | — | — | $381K | 2.3% | |
| ClearBridge CBA SM CAP GR IS ** 294 JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $370K | 2.2% | |
| Fidelity Investments FID FREEDOM 2025 K6 | Other securities | — | — | $307K | 1.8% | |
| Fidelity Investments FID FREEDOM 2060 K6 | Other securities | — | — | $286K | 1.7% | |
| Western Asset WA CORE PLS BOND IS | Other securities | — | — | $275K | 1.7% | |
| Fidelity Investments FID MID CAP IDX | Other securities | — | — | $231K | 1.4% | |
| Carillon Eagle Mid CRLN E MID CAP GR R6 ** 541 Pioneer Strategic Income Fund PIONEER STRAT INC K | Common Stock | — | — | $164K | 1.0% | |
| American Funds AF EUROPAC GROWTH R6 ** 276 American Funds AF NEW PERSPECT R6 | Other securities | — | — | $152K | 0.9% | |
| JP Morgan JPM EQUITY INCOME R6 | Other securities | — | — | $150K | 0.9% | |
| Fidelity Investments FID FREEDOM 2015 K6 | Other securities | — | — | $150K | 0.9% | |
| through September 2029 - | Other securities | — | — | $125K | 0.8% | |
| American Funds AF BALANCED R6 | Other securities | — | — | $123K | 0.7% | |
| Company Common Stock * Fidelity Investments AMAZON INC NFS LLC | Common Stock | — | — | $118K | 0.7% | |
| Fidelity Investments FID SM CAP IDX | Other securities | — | — | $101K | 0.6% | |
| American Funds AF FUNDMNTL INV R6 | Other securities | — | — | $84K | 0.5% | |
| Lincoln National Life Insurance Lincolin Stable Value | Insurance Contracts | — | — | $81K | 0.5% | |
| American Funds AF NEW WORLD R6 | Other securities | — | — | $80K | 0.5% | |
| PIMCO PIM REAL RETURN INST | Mutual Funds | — | — | $20K | 0.1% | |
| Fidelity Investments FID FREEDOM INC K6 | Common Stock | — | — | $14K | <0.1% | |
| Fidelity Investments FID FREEDOM 2065 K6 | Other securities | — | — | $8K | <0.1% | |
| Dimensional Fund Advisors DFA REAL EST SEC 1 | Other securities | — | — | $8K | <0.1% | |
| Money Market Funds * Fidelity Investments FID GOVT MMKT K6 | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-0858799 |
| — |
| ADVISOR |
| $13K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
