Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Index 2025 Target Date Fund R6 | Other securities | — | — | $984K | 29.2% | |
| American Funds Index 2030 Target Date Fund R6 | Other securities | — | — | $593K | 17.6% | |
| American Funds Index 2035 Target Date Fund R6 | Other securities | — | — | $393K | 11.7% | |
| American Funds Index 2045 Target Date Fund R6 | Other securities | — | — | $369K | 11.0% | |
| American Funds Index 2040 Target Date Fund R6 | Other securities | — | — | $341K | 10.1% | |
| American Funds Index 2020 Target Date Fund R6 | Other securities | — | — | $169K | 5.0% | |
| American Funds Index 2050 Target Date Fund R6 | Other securities | — | — | $83K | 2.5% | |
| American Funds Index 2055 Target Date Fund R6 | Other securities | — | — | $75K | 2.2% | |
| American Funds Index 2065 Target Date Fund R6 | Other securities | — | — | $43K | 1.3% | |
| American Funds US Government Money Market R6 | Cash / Money Market | — | — | $38K | 1.1% | |
| T. Rowe Science/Technology Fund | Other securities | — | — | $22K | 0.6% | |
| American Funds Index 2015 Target Date Fund R6 | Other securities | — | — | $20K | 0.6% | |
| American Funds Index 2060 Target Date Fund R6 | Other securities | — | — | $10K | 0.3% | |
| American Funds Index 2010 Target Date Fund R6 | Other securities | — | — | $6K | 0.2% | |
| American Funds American Balanced R6 | Other securities | — | — | $4K | 0.1% | |
| American Funds Moderate G/I Portfolio R6 | Other securities | — | — | $4K | 0.1% | |
| American Funds Growth Portfolio R-6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity US Bond Index | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINION, LLC | — | SALINA, KS | THIRD PARTY ADMINISTRATOR | $13K | — |
