Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD CO INCORPORATED | 39-6037917 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS INV CO AMER -R4 | Registered Investment Companies | — | — | $2.9M | 16.5% | |
| JPM LRG CP GWTH R3 | Registered Investment Companies | — | — | $2.5M | 14.5% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $2.3M | 13.3% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.7M | 9.8% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $1.5M | 8.7% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $1.5M | 8.7% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.0M | 6.0% | |
| AMERICAN US GOV MONEY MKT R4 | Registered Investment Companies | — | — | $817K | 4.7% | |
| COLUMBIA LARGE CAP INDEX I2 | Registered Investment Companies | — | — | $601K | 3.5% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $440K | 2.5% | |
| MFS TOTAL RETURN BOND R4 | Registered Investment Companies | — | — | $373K | 2.1% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $190K | 1.1% | |
| TOUCHSTONE SMALL COMPANY A | Registered Investment Companies | — | — | $190K | 1.1% | |
| MFS MID CAP GROWTH FUND R4 | Registered Investment Companies | — | — | $185K | 1.1% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $164K | 0.9% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $159K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX A 950 REGISTERED INVESTMENT COMPANY TOUCHSTONE MID CAP - A | Registered Investment Companies | — | — | $153K | 0.9% | |
| AMC SHORT TERM GOVT - INV | Registered Investment Companies | — | — | $119K | 0.7% | |
| AMERICAN CENT SM CAP VAL - INV | Registered Investment Companies | — | — | $46K | 0.3% | |
| COLUMBIA OVERSEAS VALUE I2 | Registered Investment Companies | — | — | $42K | 0.2% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $36K | 0.2% | |
| PUTNAM INTERNATIONAL EQUITY -A 98 REGISTERED INVESTMENT COMPANY AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $27K | 0.2% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $31K |
| — |
