Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 | Other securities | — | — | $498K | 21.3% | |
| Fidelity 500 Index Institutional | Other securities | — | — | $427K | 18.3% | |
| BlackRock LifePath Index Retire | Other securities | — | — | $413K | 17.7% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $202K | 8.6% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $192K | 8.2% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $179K | 7.7% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $156K | 6.7% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $136K | 5.8% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $53K | 2.3% | |
| iShares MSCI EAFE Institutional | Other securities | — | — | $21K | 0.9% | |
| Participant loans | Participant loans | — | — | $13K | 0.6% | |
| Fidelity Mid Cap Index Institutional | Other securities | — | — | $9K | 0.4% | |
| Schwab Small Cap Index | Other securities | — | — | $8K | 0.3% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $7K | 0.3% | |
| Schwab Treasury Inflation Protected | U.S. Treasuries | — | — | $3K | 0.1% | |
| iShares US Aggregate Bond Index K | Other securities | — | — | $5 | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
