Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century One Choice 2030 I | Other securities | — | — | $938K | 16.8% | |
| American Century American Century One Choice 2025 I | Mutual Funds | — | — | $543K | 9.8% | |
| American Century American Century One Choice 2055 I | Other securities | — | — | $504K | 9.0% | |
| American Century American Century One Choice 2050 I | Other securities | — | — | $500K | 9.0% | |
| Guaranteed Income Account MetLife Guaranteed Account Guaranteed Income Annuity | Other securities | — | — | $455K | 8.2% | |
| American Century American Century One Choice 2040 I | Other securities | — | — | $399K | 7.2% | |
| American Century American Century One Choice 2035 I | Other securities | — | — | $356K | 6.4% | |
| American Century American Century One Choice 2045 I | Other securities | — | — | $316K | 5.7% | |
| American Century American Century One Choice Retirement I | Other securities | — | — | $257K | 4.6% | |
| Participants Participant loans** | Participant loans | — | — | $239K | 4.3% | |
| American Century American Century One Choice 2060 I | Other securities | — | — | $212K | 3.8% | |
| American Century American Century One Choice 2065 I | Other securities | — | — | $142K | 2.6% | |
| BlackRock iShares US Aggregate Bond Index K | Other securities | — | — | $136K | 2.4% | |
| Vanguard Institutional Index Institutional Plus | Other securities | — | — | $102K | 1.8% | |
| Fidelity Contrafund K6 | Other securities | — | — | $83K | 1.5% | |
| Putnam Large Cap Valeue R6 | Other securities | — | — | $69K | 1.2% | |
| PIMCO All Asset Institutional 446 PIMCO Income A | Other securities | — | — | $55K | 1.0% | |
| Money Market Funds American Century American Century U.S. Government Money Market Fund | Cash / Money Market | — | — | $54K | 1.0% | |
| BlackRock iShares MSCI EAFE Intl Index K | Other securities | — | — | $42K | 0.8% | |
| Vanguard Small-Cap Index Institutional | Other securities | — | — | $32K | 0.6% | |
| Vanguard Federal Money Market | Cash / Money Market | — | — | $24K | 0.4% | |
| Janus Henderson Triton T | Other securities | — | — | $18K | 0.3% | |
| American Funds American Funds EuroPacific Growth R6 | Other securities | — | — | $17K | 0.3% | |
| American Funds American Funds New World R6 | Other securities | — | — | $16K | 0.3% | |
| BlackRock iShares Russell Mid-Cap Index K | Other securities | — | — | $12K | 0.2% | |
| MassMutual Mid Cap Growth R5 | Other securities | — | — | $9K | 0.2% | |
| Fidelity Small Cap Value | Other securities | — | — | $6K | 0.1% | |
| John Hancock JHancock3 Disciplined Value Mid Cap R6 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & COMPANY LLC | 20-2153727 | — | AUDITOR | $8K | — |
