Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING. | — | OVERLAND PARK, KS | NONE | $55K | — |
| ACG WEALTH | 22-3857582 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $2.4M | 10.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $2.2M | 9.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $2.1M | 9.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $2.1M | 9.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $2.0M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $1.9M | 8.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $1.8M | 7.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Other securities | — | — | $1.1M | 4.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Cash / Money Market | — | — | $1.1M | 4.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $833K | 3.7% | |
| American Funds New Economy R6 American Funds 0 | Other securities | — | — | $815K | 3.6% | |
| Virtus Silvant Large-Cap Growth St R6 Virtus 0 | Other securities | — | — | $790K | 3.5% | |
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $788K | 3.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $580K | 2.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Other securities | — | — | $500K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $201K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Other securities | — | — | $182K | 0.8% | |
| Western Asset Core Plus Bond IS Legg Mason 0 | Other securities | — | — | $172K | 0.8% | |
| MFS Blended Research Core Equity R6 MFS 0 | Other securities | — | — | $146K | 0.6% | |
| DFA Intl Small Company Port Instl DFA 0 243 DFA U.S. Targeted Value Portfolio I DFA 0 | Other securities | — | — | $134K | 0.6% | |
| American Century Heritage R6 American Century 0 | Other securities | — | — | $115K | 0.5% | |
| Pioneer Fundamental Growth Y Pioneer 0 | Other securities | — | — | $95K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Other securities | — | — | $90K | 0.4% | |
| Janus Henderson Venture I Janus Henderson 0 | Other securities | — | — | $89K | 0.4% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 372 Vanguard Mid Cap Index Adm Vanguard 0 | Other securities | — | — | $72K | 0.3% | |
| MFS Value R6 MFS 0 | Other securities | — | — | $61K | 0.3% | |
| Neuberger Berman Intl Equity Fund Instl Neuberger Berman 0 | Other securities | — | — | $57K | 0.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | Other securities | — | — | $42K | 0.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Other securities | — | — | $42K | 0.2% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 377 Vanguard Small-Cap Index Adm Vanguard 0 | Other securities | — | — | $38K | 0.2% | |
| Dodge & Cox Stock Fund I Dodge 0 | Other securities | — | — | $35K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | Other securities | — | — | $28K | 0.1% | |
| Eaton Vance Strategic Income I Eaton Vance 0 | Other securities | — | — | $24K | 0.1% | |
| Victory RS Large Cap Alpha Y Victory 0 | Other securities | — | — | $16K | <0.1% | |
| Vanguard High Yield Corp Adm Vanguard 0 | Common Stock | — | — | $16K | <0.1% | |
| Pioneer Bond Y Pioneer 0 | Other securities | — | — | $14K | <0.1% | |
| DFA Inflation-Protected Sec Port I DFA 0 | Other securities | — | — | $14K | <0.1% | |
| MFS International Growth R6 MFS 0 | Other securities | — | — | $11K | <0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Other securities | — | — | $3K | <0.1% | |
| Eaton Vance High Income Opportunities I Eaton Vance 0 | 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.
| $12K |
| — |
