Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | SERVICE PROVIDER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 33-3000333 | FRANKLIN SQUARE, NY | SERVICE PROVIDER | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm # | Other securities | — | — | $7.6M | 19.8% | |
| Vanguard Growth Index Adm # | Other securities | — | — | $5.1M | 13.2% | |
| Columbia Dividend Income I3 # | Other securities | — | — | $3.2M | 8.2% | |
| Vanguard Short-Term Inv Grade Adm # | Other securities | — | — | $2.8M | 7.2% | |
| Vanguard Developed Mkts Index Adm # | Other securities | — | — | $2.5M | 6.5% | |
| Vanguard Mid Cap Index Adm # | Other securities | — | — | $2.4M | 6.3% | |
| MFS International Diversification R6 # | Other securities | — | — | $1.8M | 4.6% | |
| T. Rowe Price T. Rowe Price Overseas Stock I # | Other securities | — | — | $1.5M | 3.8% | |
| Blackrock Mid-Cap Growth Equity Instl # | Other securities | — | — | $1.4M | 3.6% | |
| Vanguard Mid-Cap Value Index Adm # | Other securities | — | — | $1.2M | 3.2% | |
| Vanguard Emerging Mkts Stock Idx Adm # | Other securities | — | — | $960K | 2.5% | |
| Vanguard Short-Term Federal Adm # | Other securities | — | — | $880K | 2.3% | |
| Blackrock Commod Strat K # | Other securities | — | — | $806K | 2.1% | |
| Vanguard Small-Cap Index Adm # | Other securities | — | — | $767K | 2.0% | |
| Vanguard Total Intl Bond Index Adm # | Other securities | — | — | $692K | 1.8% | |
| Vanguard High Yield Corp Adm # | Common Stock | — | — | $683K | 1.8% | |
| Charles Schwab Treasury Inflat Protected Sec Idx # | Other securities | — | — | $677K | 1.8% | |
| Dodge & Cox Dodge & Cox Income X # | Other securities | — | — | $650K | 1.7% | |
| Vanguard Total Bond Mkt Index Adm # | Other securities | — | — | $608K | 1.6% | |
| Alliance Bernstein AB Small Cap Growth Portfolio Z # | Other securities | — | — | $591K | 1.5% | |
| Allspring Special Small Cap Value R6 # | Other securities | — | — | $410K | 1.1% | |
| Participant Notes Interest rates from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $211K | 0.6% | |
| Vanguard Federal Money Market Inv # | Cash / Money Market | — | — | $47K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Blend 2060 # | Other securities | — | — | $34K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement Blend 2035 # | Other securities | — | — | $29K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement Blend 2050 # | Other securities | — | — | $15K | <0.1% | |
| T. Rowe Price T. Rowe Proce Retirement Balanced # | Other securities | — | — | $11K | <0.1% | |
| Vanguard Real Estate Index Adm # | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
