Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $2.4M | 24.4% | |
| Principal Div Intl R6 Fund | Registered Investment Companies | — | $0 | $1.1M | 10.5% | |
| MFS Value R6 Fund | Registered Investment Companies | — | $0 | $928K | 9.3% | |
| Nuveen Mid Cap Value 1R6 Fund | Registered Investment Companies | — | $0 | $888K | 8.9% | |
| FED HERMES MDT MD CP GR R6 FD | Registered Investment Companies | — | $0 | $853K | 8.5% | |
| Nuveen Lifecycl Index 2040 R6 | Registered Investment Companies | — | $0 | $386K | 3.9% | |
| Nuveen Lifecycl Index 2035 R6 | Registered Investment Companies | — | $0 | $384K | 3.8% | |
| Nuveen Lifecycl Index 2025 R6 | Registered Investment Companies | — | $0 | $367K | 3.7% | |
| Fidelity Adv Sm Cap Val Z Fund | Registered Investment Companies | — | $0 | $291K | 2.9% | |
| Prin LgCp S&P 500 Idx Inst Fd | Registered Investment Companies | — | $0 | $239K | 2.4% | |
| Loomis Sayles Core Pls Bd N Fd | Registered Investment Companies | — | $0 | $232K | 2.3% | |
| Nuveen Lifecycl Index 2030 R6 | Registered Investment Companies | — | $0 | $231K | 2.3% | |
| Nuveen Lifecycl Index 2065 R6 | Registered Investment Companies | — | $0 | $194K | 1.9% | |
| JP Morgan US Equity R6 Fund | Registered Investment Companies | — | $0 | $193K | 1.9% | |
| Nuveen Lifecycl Index 2020 R6 | Registered Investment Companies | — | $0 | $189K | 1.9% | |
| Nuveen Lifecycl Index 2060 R6 | Registered Investment Companies | — | $0 | $145K | 1.4% | |
| Insurance Company GeneralPrin Fixed Income non 401(a) | Other securities | — | $0 | $128K | 1.3% | |
| Fidelity Adv Small Cap Z Fund | Registered Investment Companies | — | $0 | $121K | 1.2% | |
| JanusHenderson Triton N | Registered Investment Companies | — | $0 | $119K | 1.2% | |
| Prin RE Secs R6 Fund | Registered Investment Companies | — | $0 | $109K | 1.1% | |
| Nuveen Lifecycl Index 2050 R6 | Registered Investment Companies | — | $0 | $91K | 0.9% | |
| Fidelity Adv Growth Opp Z Fund | Registered Investment Companies | — | $0 | $82K | 0.8% | |
| Nuveen Lifecycl Index 2055 R6 | Registered Investment Companies | — | $0 | $81K | 0.8% | |
| American Funds NewPrsp R6 Fnd | Registered Investment Companies | — | $0 | $59K | 0.6% | |
| Nuveen Lifecycl Index 2045 R6 | Registered Investment Companies | — | $0 | $50K | 0.5% | |
| ETN VNC ATL CP SMID-CAP A FD | Registered Investment Companies | — | $0 | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
