Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Af Trgt Date 2030 R6 | Other securities | — | — | $3.8M | 12.8% | |
| Af Trgt Date 2025 R6 | Other securities | — | — | $2.8M | 9.6% | |
| Af Trgt Date 2045 R6 | Other securities | — | — | $2.6M | 8.8% | |
| Af Trgt Date 2035 R6 | Other securities | — | — | $2.5M | 8.5% | |
| Af Trgt Date 2050 R6 | Other securities | — | — | $2.4M | 8.1% | |
| Fid Contrafund K6 | Other securities | — | — | $2.2M | 7.3% | |
| Af Trgt Date 2040 R6 | Other securities | — | — | $2.1M | 7.3% | |
| Af Trgt Date 2055 R6 | Other securities | — | — | $1.5M | 5.1% | |
| Af Trgt Date 2020 R6 | Other securities | — | — | $1.2M | 4.0% | |
| Af Trgt Date 2060 R6 | Other securities | — | — | $1.0M | 3.4% | |
| Fid 500 Index | Other securities | — | — | $898K | 3.0% | |
| Fid Balanced K6 | Other securities | — | — | $887K | 3.0% | |
| Fa Total Bond Z | Other securities | — | — | $804K | 2.7% | |
| Fid Govt Mmkt K6 | Other securities | — | — | $789K | 2.7% | |
| Af Trgt Date 2015 R6 | Other securities | — | — | $763K | 2.6% | |
| Notes Receivable From Participants | Other securities | — | — | $491K | 1.7% | |
| Af Wash Mutl Inv R6 | Other securities | — | — | $363K | 1.2% | |
| Putn Lg Cap Val R6 | Other securities | — | — | $316K | 1.1% | |
| Fid Intl Index | Other securities | — | — | $269K | 0.9% | |
| Af New World R6 | Other securities | — | — | $232K | 0.8% | |
| Mfs Intl Growth R6 | Other securities | — | — | $207K | 0.7% | |
| Fidelity Govt Income | Other securities | — | — | $196K | 0.7% | |
| Conestoga Sm Cap Is | Other securities | — | — | $173K | 0.6% | |
| Af Trgt Date 2065 R6 | Other securities | — | — | $167K | 0.6% | |
| Jpm Mid Cap Grth R6 | Other securities | — | — | $143K | 0.5% | |
| Fid Small Cap Gr K6 | Other securities | — | — | $138K | 0.5% | |
| Ab Lg Cap Grth Z | Other securities | — | — | $114K | 0.4% | |
| Af Trgt Date 2010 R6 | Other securities | — | — | $113K | 0.4% | |
| Am Cent Md Cp Val R6 | Other securities | — | — | $86K | 0.3% | |
| Fid Mid Cap Idx | Other securities | — | — | $63K | 0.2% | |
| As Spl Mid Cp Val R6 | Other securities | — | — | $47K | 0.2% | |
| Fid Us Bond Idx | Other securities | — | — | $43K | 0.1% | |
| Af Smallcap World R6 | Other securities | — | — | $42K | 0.1% | |
| Fid Real Estate Idx | Other securities | — | — | $28K | <0.1% | |
| Fid Sm Cap Idx | Other securities | — | — | $27K | <0.1% | |
| Vang Smcpvl Idx Adm | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3532603 |
| — |
| PLAN ADMINISTRATOR |
| $67K |
| — |
