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 | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.1M | 21.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $6.3M | 16.2% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $4.7M | 12.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $4.1M | 10.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $4.1M | 10.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 3.0% | |
| JPMORGAN DEVELOPED INTL VAL R6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $995K | 2.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $725K | 1.9% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $562K | 1.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $502K | 1.3% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $436K | 1.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $270K | 0.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $215K | 0.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $177K | 0.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $100K | 0.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $88K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $73K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $63K | 0.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $14K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
