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 | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS LLC | 85-4001199 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $860K | 16.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $715K | 13.4% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $539K | 10.1% | |
| VANGUARD TOT BND MKT IND- ADM 96 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $410K | 7.7% | |
| VAN LIFESTRAT CONSERV GR - INV 683 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $370K | 6.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 363 REGISTERED INVESTMENT COMPANY VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $346K | 6.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $334K | 6.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $295K | 5.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $213K | 4.0% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $211K | 4.0% | |
| AMFUNDS CAP WRLD GR INC - R6 376 BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Registered Investment Companies | — | — | $198K | 3.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $185K | 3.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $179K | 3.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $117K | 2.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $88K | 1.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $81K | 1.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $34K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $27K | 0.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $22K | 0.4% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $21K | 0.4% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $14K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $14K | 0.3% | |
| LAZARD INT STRATEGIC EQ INST | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $9K | 0.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $8K | 0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $3K | <0.1% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| DODGE&COX INTERNATIONAL STK X | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $6K |
| — |
