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 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index FD | Other securities | — | — | $5.5M | 31.6% | |
| Dodge & Cox Dodge & Cox Income F | Other securities | — | — | $2.5M | 14.3% | |
| Vanguard Total Bond Market ETF | Other securities | — | — | $2.5M | 14.2% | |
| Fidelity Intl Index FD | Other securities | — | — | $2.1M | 11.9% | |
| Fidelity Mid Cap Index | Other securities | — | — | $884K | 5.1% | |
| Lord Abbett Lord Abbett Short Duration INCM I | Other securities | — | — | $877K | 5.1% | |
| Vanguard Small Cap I | Other securities | — | — | $737K | 4.3% | |
| Cohen & Steers Cohen & Steers Real Estate Secs Z | Other securities | — | — | $618K | 3.6% | |
| JPMorgan Emrg Mkts Eqty CL R6 | Other securities | — | — | $590K | 3.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
