Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income | Other securities | — | — | $1.2M | 21.9% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $1.1M | 20.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $801K | 14.5% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $580K | 10.5% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $455K | 8.2% | |
| Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $374K | 6.8% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $130K | 2.4% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $35K | 0.6% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $17K | 0.3% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
