Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PDR CPAS & ADVISORS | 59-1687531 | — | SERVICE PROVIDER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $3.8M | 34.1% | |
| BlackRock LifePath Ind Retirement | Other securities | — | — | $1.2M | 10.5% | |
| Vanguard FTSE Social Index Admiral | Other securities | — | — | $1.1M | 10.3% | |
| Vanguard Total Bnd Mkt Ind | Other securities | — | — | $668K | 6.0% | |
| Vanguard Extend Mkt Index | Other securities | — | — | $631K | 5.7% | |
| Vanguard Total Intl Stock Index | Other securities | — | — | $445K | 4.0% | |
| Stable Value Option | Other securities | — | — | $387K | 3.5% | |
| BlackRock LifePath Ind 2050 | Other securities | — | — | $363K | 3.3% | |
| BlackRock LifePath Ind 2055 | Other securities | — | — | $332K | 3.0% | |
| Vanguard Balanced Index Fund | Other securities | — | — | $301K | 2.7% | |
| Vanguard Federal Money Mkt Fund | Cash / Money Market | — | — | $276K | 2.5% | |
| BlackRock LifePath Ind 2030 | Other securities | — | — | $195K | 1.8% | |
| BlackRock LifePath Ind 2035 | Other securities | — | — | $193K | 1.7% | |
| Vanguard High-Yld Corporate Fnd | Other securities | — | — | $148K | 1.3% | |
| BlackRock LifePath Ind 2040 | Other securities | — | — | $124K | 1.1% | |
| Vanguard Developed Mkts Index | Other securities | — | — | $122K | 1.1% | |
| BlackRock LifePath Ind 2060 | Other securities | — | — | $114K | 1.0% | |
| Participant Loans | Participant loans | — | — | $105K | 0.9% | |
| BlackRock LifePath Ind 2045 | Other securities | — | — | $101K | 0.9% | |
| Vanguard Emerging Mkts Stk Ind | Other securities | — | — | $88K | 0.8% | |
| Vanguard Interm-Trm Bd Indx Fd | Other securities | — | — | $72K | 0.7% | |
| Vanguard Tot Stk Mkt Indx Fd | Other securities | — | — | $71K | 0.6% | |
| Vanguard St-Trm Bd Indx Fnd | Other securities | — | — | $67K | 0.6% | |
| Vanguard Total World Stock | Other securities | — | — | $55K | 0.5% | |
| Vanguard Comm Strategy Fd Adm | Other securities | — | — | $43K | 0.4% | |
| BlackRock LifePath Ind 2065 | Other securities | — | — | $30K | 0.3% | |
| Vanguard FTSE AWd exUS SC In Adm | Other securities | — | — | $28K | 0.3% | |
| DFA Global Real Est Sec Port | Other securities | — | — | $13K | 0.1% | |
| DFA Real Estate Secs Port | Other securities | — | — | $3K | <0.1% | |
| Vanguard Tot Intl Bnd Ind Fd Adm | Other securities | — | — | $152 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
