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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTAURUS FINANCIAL INC | 33-0530236 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund | Other securities | — | — | $997K | 19.4% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $605K | 11.7% | |
| Fidelity Select Technology Portfolio | Other securities | — | — | $494K | 9.6% | |
| Fidelity Blue Chip Growth K6 Fund | Other securities | — | — | $310K | 6.0% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $309K | 6.0% | |
| Fidelity Freedom 2025 Fund ** 170 * Fidelity Freedom 2030 Fund | Other securities | — | — | $293K | 5.7% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $289K | 5.6% | |
| Fidelity 500 Index Fund | Other securities | — | — | $223K | 4.3% | |
| Fidelity Total Bond K6 Fund | Other securities | — | — | $169K | 3.3% | |
| Fidelity Select Portfolios - Semiconductors Portfolio | Other securities | — | — | $123K | 2.4% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $110K | 2.1% | |
| American Funds American Mutual Fund | Other securities | — | — | $105K | 2.0% | |
| Fidelity International Capital Appreciation K6 Fund | Other securities | — | — | $79K | 1.5% | |
| MFS Mid Cap Growth R6 Fund | Other securities | — | — | $78K | 1.5% | |
| Fidelity Government Money Market K6 Fund - Interest bearing cash | Cash / Money Market | — | — | $74K | 1.4% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $54K | 1.0% | |
| RBC Emerging Markets Equity Fund Class R6 | Other securities | — | — | $53K | 1.0% | |
| Fidelity Global ex U.S. Index Fund | Other securities | — | — | $52K | 1.0% | |
| JP Morgan Government Bond R6 Fund | U.S. Treasuries | — | — | $47K | 0.9% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $47K | 0.9% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | — | $44K | 0.9% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $36K | 0.7% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $34K | 0.7% | |
| Fidelity Select Health Care Portfolio | Other securities | — | — | $28K | 0.5% | |
| Fidelity Freedom 2015 Fund | Other securities | — | — | $19K | 0.4% | |
| American Century Mid Cap Value R6 Fund | Other securities | — | — | $17K | 0.3% | |
| Fidelity Select Financial Portfolio | Other securities | — | — | $17K | 0.3% | |
| Fidelity Select Utilities Portfolio | Other securities | — | — | $16K | 0.3% | |
| AB Small Cap Growth Portfolio Class Z | Other securities | — | — | $9K | 0.2% | |
| Fidelity Real Estate Investment EFT | Other securities | — | — | $8K | 0.1% | |
| Fidelity Bond Index | Other securities | — | — | $5K | 0.1% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Other securities | — | — | $4K | <0.1% | |
| Allspring Special Small Cap Value R6 Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Select Biotechnology Portfolio | Other securities | — | — | $3K | <0.1% | |
| Fidelity Select Gold Portfolio | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
