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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 11.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 11.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 10.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 10.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 7.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $928K | 5.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $857K | 4.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $778K | 4.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $761K | 4.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $608K | 3.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $464K | 2.7% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $396K | 2.3% | |
| INVESTMENTS GREAT WEST GUARANTEED PORT | OTHER | — | — | $358K | 2.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $344K | 2.0% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $344K | 2.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $292K | 1.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $214K | 1.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $214K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $207K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $168K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $153K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $142K | 0.8% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $124K | 0.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $111K | 0.6% | |
| MACQUARIE SMALLCAP GRWTH R6 | Registered Investment Companies | — | — | $63K | 0.4% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $62K | 0.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $27K | 0.2% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
