Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $261K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Other securities | — | — | $58.2M | 19.5% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $46.1M | 15.4% | |
| MFS International Diversification Fund | Other securities | — | — | $30.2M | 10.1% | |
| Vanguard Small Cap Index Fund | Other securities | — | — | $27.5M | 9.2% | |
| Fully benefit-responsive investment contract * Transamerica Life Insurance Company Contract IO63249 | Other securities | — | — | $24.4M | 8.2% | |
| Vanguard Total International Stock Index Fund | Other securities | — | — | $21.7M | 7.3% | |
| Vanguard Equity Income Fund | Other securities | — | — | $19.9M | 6.7% | |
| Vanguard Inflation-Protected Securities Fund | Other securities | — | — | $15.2M | 5.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $9.9M | 3.3% | |
| Nuveen Real Estate Securities Fund | Other securities | — | — | $7.5M | 2.5% | |
| Vanguard Treasury Money Market Fund | Cash / Money Market | — | — | $6.1M | 2.0% | |
| Vanguard High Yield Corporate Fund | Other securities | — | — | $6.0M | 2.0% | |
| T. Rowe Price Mid Cap Equity Fund | Other securities | — | — | $5.8M | 1.9% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $3.5M | 1.2% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $2.1M | 0.7% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $1.1M | 0.4% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $1.0M | 0.3% | |
| Charles Schwab Brokerage – Self-directed brokerage accounts | Other securities | — | — | $698K | 0.2% |
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 |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | SERVICE PROVIDER | $25K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | SERVICE PROVIDER | $11K | — |
