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 | $313K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS RETIREMENT SERVICES | 84-1921272 | — | CONSULTANT | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 910,704 shares | Other securities | — | $911K | $45.4M | 10.7% | |
| Vanguard Target Retirement 2035 1,840,217 shares | Other securities | — | $1.8M | $44.1M | 10.4% | |
| Vanguard Target Retirement 2045 1,426,001 shares | Other securities | — | $1.4M | $42.3M | 9.9% | |
| Vanguard Target Retirement 2030 1,059,189 shares | Other securities | — | $1.1M | $40.1M | 9.4% | |
| Vanguard Target Retirement 2040 881,831 shares | Other securities | — | $882K | $38.1M | 9.0% | |
| Vanguard Inst Index 79,129 shares | Other securities | — | $79K | $37.9M | 8.9% | |
| Vanguard Target Retirement 2055 543,720 shares | Other securities | — | $544K | $30.2M | 7.1% | |
| Vanguard Target Retirement 2025 1,447,989 shares | Other securities | — | $1.4M | $27.1M | 6.4% | |
| Vanguard Target Retirement 2060 405,102 shares | Other securities | — | $405K | $20.8M | 4.9% | |
| Vanguard Wellington Adm 279,766 shares | Other securities | — | $280K | $20.7M | 4.9% | |
| Vanguard Target Retirement 2020 434,950 shares | Other securities | — | $435K | $11.5M | 2.7% | |
| Lincoln Stable Value Fund Insurance contract | Other securities | — | — | $8.1M | 1.9% | |
| Vanguard VMMR - Federal Money Market 8,026,356 shares | Cash / Money Market | — | $8.0M | $8.0M | 1.9% | |
| Vanguard Target Retirement 2065 236,095 shares | Other securities | — | $236K | $7.9M | 1.9% | |
| Vanguard MidCap Index Inst 95,898 shares | Other securities | — | $96K | $6.9M | 1.6% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $5.3M | 1.3% | |
| Vanguard Equity Income Admiral 58,938 shares | Other securities | — | $59K | $5.2M | 1.2% | |
| Fidelity International Index Fund 101,959 shares | Other securities | — | $102K | $4.8M | 1.1% | |
| Vanguard Small Cap Value Index Adm 38,817 shares | Other securities | — | $39K | $3.3M | 0.8% | |
| Vanguard Target Retirement Income 206,485 shares | Other securities | — | $206K | $2.7M | 0.6% | |
| Fidelity Total Bond Fund 270,930 shares | Other securities | — | $271K | $2.5M | 0.6% | |
| Vanguard Total Bond Market Inst 218,065 shares | Other securities | — | $218K | $2.1M | 0.5% | |
| Vanguard Real Estate Index Adm 15,981 shares | Other securities | — | $16K | $2.0M | 0.5% | |
| Vanguard Target Retirement 2070 23,495 shares | Other securities | — | $23K | $627K | 0.1% | |
| Vanguard Short Term Federal Adm 61,145 shares | Other securities | — | $61K | $621K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
