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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $2.1M | 35.9% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $519K | 8.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $322K | 5.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $316K | 5.4% | |
| TRP CAP APPRECIATION I 442 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD R6 517 REGISTERED INVESTMENT COMPANY VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $315K | 5.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $267K | 4.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $266K | 4.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $181K | 3.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $171K | 2.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $146K | 2.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $123K | 2.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $92K | 1.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $86K | 1.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $66K | 1.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $46K | 0.8% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $43K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $41K | 0.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $40K | 0.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $34K | 0.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $31K | 0.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $30K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $26K | 0.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $26K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $24K | 0.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $23K | 0.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | 0.4% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $21K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $21K | 0.4% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $14K | 0.2% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $11K | 0.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $8K | 0.1% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $4K | <0.1% | |
| PGIM STRAT BOND FUND R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FA STK SEL SM CAP Z | Registered Investment Companies | — | — | $2K | <0.1% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
