Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | Other securities | 9,784 | — | $2.1M | 16.5% | |
| T. Rowe Price Spectrum Growth | Other securities | 46,432 | — | $1.2M | 9.4% | |
| Blackrock S&P 500 Index K | Other securities | 1,602 | — | $1.1M | 8.8% | |
| Vanguard Target Retirement 2035 Inv | Other securities | 44,978 | — | $1.1M | 8.6% | |
| Transamerica Stable Value Focus Option | Other securities | 78,325 | — | $953K | 7.6% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | 8,409 | — | $828K | 6.6% | |
| Vanguard Small Cap Value Index Admiral | Other securities | 8,623 | — | $734K | 5.8% | |
| American Century Heritage R6 | Other securities | 25,030 | — | $706K | 5.6% | |
| American Funds Europacific GR R6 | Other securities | 11,963 | — | $643K | 5.1% | |
| Vanguard Target Retirement 2055 Inv | Other securities | 10,791 | — | $600K | 4.8% | |
| Vanguard Value Index Adm | Other securities | 6,003 | — | $396K | 3.2% | |
| Vanguard Target Retirement 2025 Inv | Other securities | 16,021 | — | $299K | 2.4% | |
| Vanguard LifeStrategy Growth Inv | Other securities | 6,093 | — | $269K | 2.1% | |
| Federated Hermes High Yield Bond Inst | Other securities | 29,520 | — | $262K | 2.1% | |
| Western Asset Core Plus Bond I | Other securities | 26,331 | — | $239K | 1.9% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | 20,952 | — | $191K | 1.5% | |
| Vanguard Target Retirement 2045 Inv | Other securities | 6,262 | — | $186K | 1.5% | |
| Vanguard Target Retirement Income Inv | Other securities | 9,848 | — | $129K | 1.0% | |
| Vanguard Target Retirement 2065 Inv | Other securities | 3,299 | — | $111K | 0.9% | |
| Vanguard Target Retirement 2040 Inv | Other securities | 2,562 | — | $111K | 0.9% | |
| Vanguard Target Retirement 2050 Inv | Other securities | 2,087 | — | $104K | 0.8% | |
| Vanguard Target Retirement 2030 Inv | Other securities | 2,570 | — | $97K | 0.8% | |
| Vanguard Target Retirement 2060 Inv | Other securities | 1,784 | — | $91K | 0.7% | |
| Vanguard Mid Cap Index Adm | Other securities | 252 | — | $82K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | Other securities | 2,335 | — | $62K | 0.5% | |
| Vanguard Selected Value Inv | Other securities | 1,333 | — | $36K | 0.3% | |
| Vanguard Life Strategy Moderate Gr Inv | Other securities | 0.5 | — | $17 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
