Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES U.S. AGGREGATE BOND INDEX K Registered Investment Company | Other securities | — | — | $1.0M | 22.6% | |
| ISHARES S&P 500 INDEX K Registered Investment Company | Other securities | — | — | $868K | 18.7% | |
| Self-Directed Brokerage Accounts Merrill Lynch RCMA Self-Directed Brokerage Account | Other securities | — | — | $706K | 15.2% | |
| Registered Investment Companies ISHARES MSCI EAFE INTERNATIONAL INDEX K Registered Investment Company | Other securities | — | — | $587K | 12.7% | |
| Fully Benefit-Responsive Investment Contract * KEY GUARANTEED PORTOLIO FUND Fully Benefit-Responsive Investment Contract | Other securities | — | — | $566K | 12.2% | |
| ISHARES RUSSELL MID-CAP INDEX K Registered Investment Company | Other securities | — | — | $337K | 7.3% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K Registered Investment Company | Other securities | — | — | $235K | 5.1% | |
| Participant Loans Interest rates at (3.25% ~ 8.50%) $0 | Bonds / Notes | — | — | $150K | 3.2% | |
| PIMCO COMMODITIESPLUS STRATEGY INSTL Registered Investment Company | Other securities | — | — | $63K | 1.4% | |
| MFS GROWTH R6 Registered Investment Company | Other securities | — | — | $57K | 1.2% | |
| GLENMEDE SMALL CAP EQUITY INSTL Registered Investment Company | Other securities | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.