Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | NONE | $29K | — |
| TPP RETIREMENT PLAN SPECIALISTS LLC | 20-1301962 | — | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2040 Fund N/A | Common Stock | — | — | $1.1M | 13.5% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2045 Fund N/A | Common Stock | — | — | $901K | 11.2% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2050 Fund N/A | Common Stock | — | — | $830K | 10.4% | |
| iShares Registered Investment Co ‐ iShares S&P 500 Index Fund N/A | Common Stock | — | — | $684K | 8.5% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2035 Fund N/A | Common Stock | — | — | $677K | 8.5% | |
| Vanguard Registered Investment Co ‐ Vanguard Developed Markets Index N/A | Common Stock | — | — | $670K | 8.4% | |
| Vanguard Registered Investment Co ‐ Vanguard Emerging Markets Stock Index ‐ Admiral Class N/A | Common Stock | — | — | $508K | 6.3% | |
| Vanguard Registered Investment Co ‐ Vanguard Mid Cap Index ‐ Admiral Class N/A | Common Stock | — | — | $497K | 6.2% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2055 Fund N/A | Common Stock | — | — | $294K | 3.7% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2025 Fund N/A | Common Stock | — | — | $230K | 2.9% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2065 Fund N/A | Common Stock | — | — | $225K | 2.8% | |
| Vanguard Registered Investment Co ‐ Vanguard Interm. Term Bond Index N/A | Common Stock | — | — | $205K | 2.6% | |
| Vanguard Registered Investment Co ‐ Vanguard Small Cap Index ‐ Admiral Class N/A | Common Stock | — | — | $180K | 2.3% | |
| Fidelity Registered Investment Co ‐ Fidelity Small Cap Value Index N/A | Common Stock | — | — | $168K | 2.1% | |
| Vanguard Registered Investment Co ‐ Real Estate Index ‐ Admiral Class N/A | Common Stock | — | — | $162K | 2.0% | |
| Vanguard Registered Investment Co ‐ Vanguard FTSE All‐World except US Small Cap Index ‐ Admiral Class N/A | Common Stock | — | — | $153K | 1.9% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2030 Fund N/A | Common Stock | — | — | $152K | 1.9% | |
| Vanguard Registered Investment Co ‐ Vanguard Target Retirement 2060 Fund N/A | Common Stock | — | — | $149K | 1.9% | |
| JP Morgan Registered Investment Co ‐ JP Morgan Money Market Cash Account N/A | Cash / Money Market | — | — | $79K | 1.0% | |
| DFA Registered Investment Co ‐ DFA Inflation‐Protected Securities N/A | Common Stock | — | — | $52K | 0.6% | |
| Fidelity Registered Investment Co ‐ Fidelity Small Cap Growth Index N/A | Common Stock | — | — | $40K | 0.5% | |
| DFA Registered Investment Co ‐ Intermediate Government Fixed Income N/A | Common Stock | — | — | $14K | 0.2% | |
| Fidelity Registered Investment Co ‐ Fidelity Large Cap Growth Index N/A | Common Stock | — | — | $7K | <0.1% | |
| Fidelity Registered Investment Co ‐ Fidelity Mid Cap Growth Index N/A | Common Stock | — | — | $4K | <0.1% | |
| Fidelity Registered Investment Co ‐ Fidelity Large Cap Value Index N/A | Common Stock | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
