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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS DOLL | 20-8077927 | — | ADVISOR | $145K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Funds | Other securities | — | — | $15.3M | 10.1% | |
| Fid Fdm Idx 2025 Mutual Funds | Other securities | — | — | $11.5M | 7.6% | |
| Fid Fdm Idx 2030 Mutual Funds | Other securities | — | — | $6.1M | 4.0% | |
| Fid Fdm Idx 2040 Mutual Funds | Other securities | — | — | $6.0M | 3.9% | |
| Brokerage Link Individual Self-Directed Brokerage Accounts | Other securities | — | — | $5.5M | 3.6% | |
| Fid Fdm Idx 2020 Mutual Funds | Other securities | — | — | $4.9M | 3.2% | |
| Fid Fdm Idx 2045 Mutual Funds | Other securities | — | — | $4.8M | 3.2% | |
| Fid Extd Mkt Idx Mutual Funds | Other securities | — | — | $4.8M | 3.1% | |
| Fid Fdm Idx 2035 Mutual Funds | Other securities | — | — | $4.5M | 3.0% | |
| Fid Fdm Idx 2015 Mutual Funds | Other securities | — | — | $4.3M | 2.8% | |
| Fid Govt Mmkt Money Market Funds | Cash / Money Market | — | — | $3.9M | 2.5% | |
| DFA US Lg Cap Val Mutual Funds | Other securities | — | — | $3.9M | 2.5% | |
| Calv US Lg Cp CRI Mutual Funds | Other securities | — | — | $3.5M | 2.3% | |
| Fid Fdm Idx 2050 Mutual Funds | Other securities | — | — | $3.0M | 1.9% | |
| Fid US Bond Idx Mutual Funds | Other securities | — | — | $2.8M | 1.8% | |
| Vang Tot Intl Stk Ad Mutual Funds | Other securities | — | — | $2.5M | 1.7% | |
| Vang St Bond Idx Adm Mutual Funds | U.S. Treasuries | — | — | $2.0M | 1.3% | |
| Vang IT Trea Idx Adm Mutual Funds | Other securities | — | — | $1.7M | 1.1% | |
| Fid Fdm Idx Inc Mutual Funds | Common Stock | — | — | $1.2M | 0.8% | |
| DFA US Micro Cap Is Mutual Funds | Other securities | — | — | $1.2M | 0.8% | |
| Van Real Est Index Adm Mutual Funds | Other securities | — | — | $1.2M | 0.8% | |
| Fid Fdm Idx 2055 Mutual Funds | Other securities | — | — | $1.2M | 0.8% | |
| DFA Intl Value Mutual Funds | Other securities | — | — | $1.2M | 0.8% | |
| DFA US Sm Cap Value Mutual Funds | Other securities | — | — | $1.1M | 0.7% | |
| DFA US Target Val Mutual Funds | Other securities | — | — | $1000K | 0.7% | |
| DFA Intl Sm Cap Val Mutual Funds | Other securities | — | — | $879K | 0.6% | |
| Fid Infl Pr Bd Idx Mutual Funds | Other securities | — | — | $693K | 0.5% | |
| Calv Intl Rsp Idx Mutual Funds | Other securities | — | — | $607K | 0.4% | |
| DFA Emrg Mkt Core Eq Mutual Funds | Other securities | — | — | $498K | 0.3% | |
| Fid Sm Cap Idx Mutual Funds | Other securities | — | — | $280K | 0.2% | |
| Fid Fdm Idx 2060 Mutual Funds | Other securities | — | — | $187K | 0.1% | |
| DFA Em Soc Core Eq Mutual Funds | Other securities | — | — | $154K | 0.1% | |
| Fid Fdm Idx 2065 Mutual Funds | Other securities | — | — | $145K | <0.1% | |
| Participant Loans 9 loans; 4.25-7.25% | Bonds / Notes | — | — | $127K | <0.1% | |
| Fid Fdm Idx 2010 Mutual Funds | Other securities | — | — | $47K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
