Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS FIIOC | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN SPONSOR ADVISER, LLC | 54-1995014 | — | CONSULTANT | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts | Other securities | — | — | $10.0M | 14.7% | |
| Fidelity 500 Index Fund | Other securities | — | — | $7.2M | 10.6% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $6.0M | 8.8% | |
| Fidelity Contra Fund | Other securities | — | — | $5.7M | 8.4% | |
| Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $4.4M | 6.5% | |
| Fidelity Freedom 2030 Fund | Other securities | — | — | $3.9M | 5.7% | |
| Dividend Growth Fund | Other securities | — | — | $2.6M | 3.8% | |
| Fidelity Freedom 2025 Fund | Other securities | — | — | $2.3M | 3.4% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $2.3M | 3.4% | |
| Fidelity Freedom 2045 Fund | Other securities | — | — | $1.9M | 2.8% | |
| Columbia Dividend Income Z | Other securities | — | — | $1.9M | 2.7% | |
| Fidelity Diversified International Fund | Other securities | — | — | $1.8M | 2.7% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $1.8M | 2.7% | |
| Harbor Bond Fund | Other securities | — | — | $1.8M | 2.6% | |
| Fidelity Worldwide Fund | Other securities | — | — | $1.8M | 2.6% | |
| Fidelity Mid-Cap Stock Fund | Other securities | — | — | $1.4M | 2.1% | |
| Fidelity Balanced K | Other securities | — | — | $1.4M | 2.0% | |
| Fidelity US Bond Index Fund | Other securities | — | — | $1.3M | 2.0% | |
| Fidelity Low Price Stock Fund | Other securities | — | — | $1.3M | 1.9% | |
| Baron Growth Fund | Other securities | — | — | $1.2M | 1.7% | |
| Vanguard Short-Term Investment Grade Bond Fund | Other securities | — | — | $1.0M | 1.5% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $822K | 1.2% | |
| NFJ Small Cap Value Fund | Other securities | — | — | $701K | 1.0% | |
| New World R5 Fund | Other securities | — | — | $631K | 0.9% | |
| Fidelity Equity Income K | Other securities | — | — | $528K | 0.8% | |
| Fidelity Freedom 2010 Fund | Other securities | — | — | $198K | 0.3% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $150K | 0.2% | |
| Oakmark Select I Fund | Other securities | — | — | $122K | 0.2% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $90K | 0.1% | |
| Fidelity Freedom Inc Fund | Common Stock | — | — | $57K | <0.1% | |
| Participant loans | Participant loans | — | — | $41K | <0.1% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
