Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $215K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS RETRIEMENT SERVICES | 84-1921272 | — | CONSULTANT | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Index 55,737 shares | Other securities | — | — | $26.7M | 14.1% | |
| Vanguard Wellington Adm 292,336 shares | Other securities | — | — | $21.6M | 11.4% | |
| Vanguard Target Retirement 2035 732,852 shares | Other securities | — | — | $17.6M | 9.3% | |
| Vanguard Target Retirement 2030 450,001 shares | Other securities | — | — | $17.0M | 9.0% | |
| Vanguard Target Retirement 2025 784,938 shares | Other securities | — | — | $14.7M | 7.7% | |
| Vanguard Target Retirement 2040 295,017 shares | Other securities | — | — | $12.8M | 6.7% | |
| Vanguard Target Retirement 2045 428,693 shares | Other securities | — | — | $12.7M | 6.7% | |
| Vanguard Target Retirement 2050 207,239 shares | Other securities | — | — | $10.3M | 5.5% | |
| Lincoln Stable Value Fund Insurance contract | Other securities | — | — | $9.2M | 4.8% | |
| Vanguard Target Retirement 2020 292,765 shares | Other securities | — | — | $7.8M | 4.1% | |
| Vanguard Target Retirement 2055 105,875 shares | Other securities | — | — | $5.9M | 3.1% | |
| Vanguard Small Cap Index Inst 35,050 shares | Other securities | — | $35K | $4.0M | 2.1% | |
| Vanguard VMMR - Federal Money Market 4,007,445 shares | Cash / Money Market | — | — | $4.0M | 2.1% | |
| Fidelity International Index Fund 60,667 shares | Other securities | — | $61K | $2.9M | 1.5% | |
| Vanguard Target Retirement 2060 54,239 shares | Other securities | — | — | $2.8M | 1.5% | |
| Vanguard MidCap Index Inst 25,093 shares | Other securities | — | $25K | $1.8M | 1.0% | |
| Vanguard Target Retirement Income 120,625 shares | Other securities | — | — | $1.6M | 0.8% | |
| Vanguard Small Cap Value Index Adm 17,195 shares | Other securities | — | — | $1.5M | 0.8% | |
| Fidelity Total Bond Fund 137,883 shares | Other securities | — | — | $1.3M | 0.7% | |
| Vanguard Equity Income Admiral 13,771 shares | Other securities | — | — | $1.2M | 0.6% | |
| Vanguard Total Bond Market Inst 117,136 shares | Other securities | — | — | $1.1M | 0.6% | |
| Vanguard Target Retirement 2065 29,533 shares | Other securities | — | $30K | $993K | 0.5% | |
| Vanguard Short Term Federal Adm 93,421 shares | Other securities | — | $93K | $948K | 0.5% | |
| Vanguard Real Estate Index Adm 6,255 shares | Other securities | — | — | $790K | 0.4% | |
| Vanguard Target Retirement 2070 3,019 shares | Other securities | — | — | $81K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
