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 | $688 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORP | 36-2708660 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Class K | Other securities | — | — | $6.4M | 33.2% | |
| Fidelity 500 Index Fund | Other securities | — | — | $2.5M | 13.2% | |
| Fidelity Freedom 2050 Class K | Other securities | — | — | $1.3M | 6.9% | |
| Fidelity Freedom 2055 Class K | Other securities | — | — | $819K | 4.3% | |
| Fidelity Freedom 2020 Class K | Other securities | — | — | $804K | 4.2% | |
| Fidelity Freedom 2045 Class K | Other securities | — | — | $795K | 4.2% | |
| Fidelity Stock Selector Smal Cap | Other securities | — | — | $640K | 3.4% | |
| Vanguard Treasury Money Market | Cash / Money Market | — | — | $633K | 3.3% | |
| Fidelity Freedom 2040 Class K | Other securities | — | — | $633K | 3.3% | |
| T Rowe Price Equity Income | Other securities | — | — | $623K | 3.3% | |
| Fidelity Freedom 2030 Class K | Other securities | — | — | $609K | 3.2% | |
| Fidelity Freedom 2035 Class K | Other securities | — | — | $555K | 2.9% | |
| Fidelity Extended Market Index | Other securities | — | — | $484K | 2.5% | |
| Fidelity International Index | Other securities | — | — | $456K | 2.4% | |
| Fidelity Freedom 2060 Class K | Other securities | — | — | $381K | 2.0% | |
| Fidelity Freedom 2025 Class K | Other securities | — | — | $282K | 1.5% | |
| Fidelity US Bond Index | Other securities | — | — | $224K | 1.2% | |
| Vanguard Short Term Inflation Protected Securities Index Admiral Shares | Other securities | — | — | $207K | 1.1% | |
| American Funds New World R6 | Other securities | — | — | $153K | 0.8% | |
| Participant loans | Participant loans | — | $0 | $102K | 0.5% | |
| Fidelity Freedom 2065 Class K | Other securities | — | — | $95K | 0.5% | |
| Fidelity Freedom Income Fund Class K | Other securities | — | — | $86K | 0.4% | |
| AB Global Bond Fund Class Z | Other securities | — | — | $64K | 0.3% | |
| Loomis Sayles Small Cap Growth Fund Institutional Shares | Other securities | — | — | $51K | 0.3% | |
| Western Asset Core Plus Bond Instutitional Shares | Other securities | — | — | $44K | 0.2% | |
| Baird Short Term Bond Institutional Shares | Other securities | — | — | $26K | 0.1% | |
| Vangaurd Emerging Stock Index Admiral Shares | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
