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 | -$86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH & CONSULTING LLC | 95-4660745 | — | INVESTMENT ADVISOR | $162K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CROWLEY AGGRESSIVE | Other securities | — | — | $54.0M | 13.2% | |
| FID GROWTH CO K | Common Stock | — | — | $52.3M | 12.7% | |
| CROWLEY MODERATE | Other securities | — | — | $49.6M | 12.1% | |
| FID 500 INDEX | Other securities | — | — | $45.3M | 11.0% | |
| FID PURITAN K | Other securities | — | — | $37.6M | 9.2% | |
| FID CONTRAFUND K | Other securities | — | — | $36.9M | 9.0% | |
| MELLON STABLE VALUE | Other securities | — | — | $18.4M | 4.5% | |
| VANG MIDCAP GRTH INV | Other securities | — | — | $18.0M | 4.4% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $17.1M | 4.2% | |
| FID INTL INDEX | Other securities | — | — | $16.2M | 3.9% | |
| VANG MDCPVAL IDX ADM | Other securities | — | — | $14.1M | 3.4% | |
| PIM TOTAL RT INST | Other securities | — | — | $8.7M | 2.1% | |
| CROWLEY CONSERVATIVE | Other securities | — | — | $7.0M | 1.7% | |
| FID US BOND IDX | Other securities | — | — | $6.8M | 1.6% | |
| FID STRATEGIC INCOME | Other securities | — | — | $5.6M | 1.4% | |
| COL DIVIDEND INC I3 | Common Stock | — | — | $4.7M | 1.1% | |
| TCHSTN SMALL CO Y | Common Stock | — | — | $4.1M | 1.0% | |
| ABF LG CAP VAL R5 | Other securities | — | — | $3.9M | 1.0% | |
| FID SM CAP DISCOVERY | Other securities | — | — | $3.7M | 0.9% | |
| AF CAP WORLD G&I R6 | Other securities | — | — | $3.6M | 0.9% | |
| Notes receivable from participants (5.25% - 10.50%) | Bonds / Notes | — | — | $3.5M | 0.8% | |
| VANG SM CAP IDX ADM | Other securities | — | — | $2.5M | 0.6% | |
| FID GOVT MMKT | Other securities | — | — | $1.8M | 0.5% | |
| PIM INTL BD US$H I | Other securities | — | — | $1.5M | 0.4% | |
| FIRST EAGLE GLBL I | Other securities | — | — | $1.5M | 0.4% | |
| FID GNMA | Agency / Mortgage-Backed | — | — | $1.3M | 0.3% | |
| VANG GLOBAL EQ INV | Other securities | — | — | $1.2M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $148K |
| — |
