Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 55-0672859 | — | NONE | $36K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Blue Chip Growth I | Other securities | 55,516.052 | $7.4M | $10.4M | 14.2% | |
| Schwab S&P 500 Fund | Other securities | 87,903.464 | $4.3M | $7.9M | 10.8% | |
| Vanguard Target Retire 2030 Fund | Other securities | 176,022.853 | $6.4M | $6.7M | 9.1% | |
| JP Morgan US Value R6 | Other securities | 71,777.938 | $5.1M | $6.0M | 8.2% | |
| Vanguard Target Retire 2035 Fund | Other securities | 192,879.897 | $4.4M | $4.6M | 6.3% | |
| Metropolitan West Total Ret Bd Fund | Other securities | 487,838.974 | $4.9M | $4.3M | 5.9% | |
| Vanguard Target Retire 2025 Fund | Other securities | 183,218.315 | $3.5M | $3.4M | 4.7% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | 7,093.953 | $3.0M | $3.4M | 4.7% | |
| Vanguard Target Retire 2040 Fund | Other securities | 62,581.418 | $2.5M | $2.7M | 3.7% | |
| Europacific Growth Fund | Other securities | 48,703.416 | $2.5M | $2.6M | 3.6% | |
| Conestoga SMid Cap Fund | Other securities | 93,503.061 | $1.4M | $2.5M | 3.4% | |
| Vanguard Mid Cap Index Fund Admiral | Other securities | 7,107.339 | $1.4M | $2.3M | 3.2% | |
| Vanguard Total Bd Market Index Fund | Other securities | 216,005.012 | $2.2M | $2.0M | 2.8% | |
| Vanguard Target Retire 2055 Fund | Other securities | 35,697.116 | $1.7M | $2.0M | 2.7% | |
| Vanguard Target Retire 2060 Fund | Other securities | 35,324.598 | $1.6M | $1.8M | 2.5% | |
| Vanguard Total Intl Stock Index Fund | Other securities | 48,092.447 | $1.5M | $1.5M | 2.1% | |
| Vanguard Explorer Value Fund Inv | Other securities | 33,672.077 | $974K | $1.4M | 2.0% | |
| Vanguard Target Retire 2050 Fund | Other securities | 28,829.841 | $1.3M | $1.4M | 2.0% | |
| Vanguard Target Retire 2045 Fund | Other securities | 46,094.456 | $1.2M | $1.4M | 1.9% | |
| Vanguard Target Retirement Income | Other securities | 97,818.66 | $1.3M | $1.3M | 1.8% | |
| Vanguard Target Retire 2020 Fund | Other securities | 44,628.528 | $1.3M | $1.2M | 1.6% | |
| Vanguard Small Cap I Fund | Other securities | 9,777.537 | $811K | $1.1M | 1.5% | |
| Vanguard Target Retire 2065 Fund | Other securities | 10,460.731 | $314K | $352K | 0.5% | |
| Vanguard Target Retire 2070 Fund | Other securities | 830.964 | $21K | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ATLANTA CONSULTING GROUP | 59-1237041 | — | NONE | $29K | — |
| THE TRAVELERS INDEMNITY COMPANY | 06-0566050 | — | NONE | $26K | — |
| GRAY GRIFFITH AND MAYS AC | 55-0621482 | — | NONE | $10K | — |
| JOHN F DASCOLI PLLC | 20-5780253 | — | NONE | $9K | — |
