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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $59K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2050 PRM | Common Collective Trusts | — | — | $3.7M | 17.1% | |
| Fidelity FID FDM IDX 2055 PRM | Common Collective Trusts | — | — | $3.3M | 15.3% | |
| Fidelity FID FDM IDX 2045 PRM | Common Collective Trusts | — | — | $3.2M | 14.8% | |
| Fidelity FID FDM IDX 2060 PRM | Common Collective Trusts | — | — | $3.1M | 14.4% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.2M | 10.5% | |
| Fidelity FID FDM IDX 2035 PRM | Common Collective Trusts | — | — | $1.1M | 5.2% | |
| Fidelity FID FDM IDX 2040 PRM | Common Collective Trusts | — | — | $1.1M | 5.0% | |
| Fidelity FID FDM IDX 2030 PRM | Common Collective Trusts | — | — | $671K | 3.1% | |
| Fidelity FID FDM IDX 2065 PRM | Common Collective Trusts | — | — | $549K | 2.6% | |
| Columbia COL DIVIDEND INC I3 | Common Stocks | — | — | $418K | 1.9% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $302K | 1.4% | |
| TRP LARGE CAP GRTH L T. ROWE PRICE TRUST COMPANY · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $267K | 1.2% | |
| Money Market Fund * Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $260K | 1.2% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $214K | 1.0% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $184K | 0.9% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $148K | 0.7% | |
| PIF DIVRSD INTL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $126K | 0.6% | |
| John Hancock JH DSCPL VAL MDCP R6 | Other securities | — | — | $125K | 0.6% | |
| Fidelity FID FDM IDX 2025 PRM | Common Collective Trusts | — | — | $84K | 0.4% | |
| Fidelity FID EMERGING MKTS K | Mutual Funds | — | — | $77K | 0.4% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $73K | 0.3% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $53K | 0.2% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $50K | 0.2% | |
| Principal PIF SMCP GRTH I R6 | Other securities | — | — | $34K | 0.2% | |
| Fidelity FID FDM IDX INC PRM | Common Collective Trusts | — | — | $29K | 0.1% | |
| Blackrock BLKRK STR INC OPP K | Common Stocks | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
