Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $55K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR | Other securities | — | — | $5.6M | 11.0% | |
| FID FDM IDX 2045 IPR | Other securities | — | — | $5.1M | 10.0% | |
| FID FDM IDX 2040 IPR | Other securities | — | — | $4.4M | 8.7% | |
| FID FDM IDX 2030 IPR | Other securities | — | — | $4.4M | 8.6% | |
| FID 500 INDEX | Other securities | — | — | $4.3M | 8.4% | |
| FID FDM IDX 2025 IPR | Other securities | — | — | $3.3M | 6.5% | |
| FID FDM IDX 2050 IPR | Other securities | — | — | $3.1M | 6.0% | |
| TRP GROWTH STOCK I | Other securities | — | — | $2.8M | 5.5% | |
| FID FDM IDX 2020 IPR | Other securities | — | — | $2.8M | 5.5% | |
| FID FDM IDX 2055 IPR | Other securities | — | — | $1.3M | 2.6% | |
| BARON GROWTH R6 | Other securities | — | — | $1.0M | 2.0% | |
| INVESCO DIVRS DIV R6 | Other securities | — | — | $1.0M | 2.0% | |
| I O INTL GROWTH R6 | Other securities | — | — | $943K | 1.8% | |
| MFS GROWTH R6 | Other securities | — | — | $932K | 1.8% | |
| AF NEW WORLD R6 | Other securities | — | — | $897K | 1.8% | |
| AS SPL MID CP VAL R6 | Other securities | — | — | $887K | 1.7% | |
| FID FDM IDX 2060 IPR | Other securities | — | — | $876K | 1.7% | |
| PARTICIPANT LOANS | Participant loans | — | — | $723K | 1.4% | |
| FID EXTD MKT IDX | Other securities | — | — | $665K | 1.3% | |
| FA TOTAL BOND Z | Other securities | — | — | $659K | 1.3% | |
| AS SM CO GROWTH R6 | Common Stock | — | — | $649K | 1.3% | |
| AS SPL SM CAP VAL R6 | Other securities | — | — | $646K | 1.3% | |
| GABELLI UST MM AAA | Other securities | — | — | $628K | 1.2% | |
| MFS MID CAP GRTH R6 | Other securities | — | — | $411K | 0.8% | |
| FID FDM IDX 2015 IPR | Other securities | — | — | $391K | 0.8% | |
| FID SM CAP IDX | Other securities | — | — | $340K | 0.7% | |
| FID GLB EX US IDX | Other securities | — | — | $288K | 0.6% | |
| FID FDM IDX 2065 IPR | Other securities | — | — | $264K | 0.5% | |
| FID US BOND IDX | Other securities | — | — | $184K | 0.4% | |
| GLENMEDE LGCPCORE IS | Other securities | — | — | $179K | 0.4% | |
| HTFD INTL OPPS R6 | Other securities | — | — | $162K | 0.3% | |
| FID FDM IDX INC IPR | Common Stock | — | — | $27K | <0.1% | |
| FID FDM IDX 2010 IPR | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
