Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROLAND CRISS FIDUCIARY SERVICES | 11-1900659 | — | CONSULTANT | $21K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Market Index Fund | Common Stock | — | — | $5.8M | 16.2% | |
| MFS Investment Management Growth Fund | Other securities | — | — | $3.8M | 10.8% | |
| Parnassus Core Equity Fund | Other securities | — | — | $2.2M | 6.3% | |
| Baird Core Plus Bond Fund | Mutual Funds | — | — | $2.2M | 6.2% | |
| Vanguard Group Equity Income Fund | Common Stock | — | — | $2.1M | 6.0% | |
| TIAA Investments Nuveen Lifecycle Index 2030 Fund | Other securities | — | — | $1.9M | 5.4% | |
| TIAA Investments Nuveen Lifecycle Index 2040 Fund | Other securities | — | — | $1.6M | 4.6% | |
| TIAA Investments Nuveen Lifecycle Index 2045 Fund | Other securities | — | — | $1.5M | 4.3% | |
| TIAA Investments Nuveen Lifecycle Index 2035 Fund | Other securities | — | — | $1.4M | 4.0% | |
| TIAA Investments Nuveen Lifecycle Index 2055 Fund | Other securities | — | — | $1.4M | 3.8% | |
| Vanguard Group Federal Money Market Investment Fd | Cash / Money Market | — | — | $1.4M | 3.8% | |
| Eagle Financial Services, Inc. Mid Cap Growth Fund | Common Stock | — | — | $1.3M | 3.8% | |
| TIAA Investments Nuveen Lifecycle Index 2025 Fund | Other securities | — | — | $1.2M | 3.5% | |
| MFS Investment Management Mid Cap Value Fund | Other securities | — | — | $1.2M | 3.3% | |
| TIAA Investments Nuveen Lifecycle Index 2050 Fund | Other securities | — | — | $1.0M | 2.9% | |
| TIAA Investments Nuveen Lifecycle Index 2015 Fund 514 TIAA Investments Nuveen Lifecycle Index 2020 Fund | Other securities | — | — | $1.0M | 2.8% | |
| Vanguard Group FTSE All-World ex-US Index Fund | Common Stock | — | — | $829K | 2.3% | |
| Victory Funds Small Company Opportunity Fund | Other securities | — | — | $695K | 2.0% | |
| The American Funds EuroPacific Growth Fund | Other securities | — | — | $640K | 1.8% | |
| Dimensional Fund Advisors Core Equity Fund | Other securities | — | — | $461K | 1.3% | |
| TIAA Investments Nuveen Lifecycle Index 2060 Fund | Other securities | — | — | $432K | 1.2% | |
| Putnam Small Cap Growth Fund | Other securities | — | — | $429K | 1.2% | |
| Hartford Mutual Funds World Bond Fund | Other securities | — | — | $328K | 0.9% | |
| Participant loans Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $251K | 0.7% | |
| TIAA Investments Nuveen Lifecycle Index 2065 Fund | Other securities | — | — | $132K | 0.4% | |
| TIAA Investments Nuveen Lifecycle Index 2010 Fund | Other securities | — | — | $128K | 0.4% | |
| John Hancock Alternative Asset Allocation Fund | Other securities | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $101K |
| — |
