Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2035 Inv Fund | Other securities | — | — | $4.6M | 14.9% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Other securities | — | — | $4.5M | 14.4% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.5M | 14.4% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Other securities | — | — | $3.8M | 12.1% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Other securities | — | — | $2.8M | 9.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Other securities | — | — | $2.3M | 7.3% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Other securities | — | — | $2.3M | 7.3% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Other securities | — | — | $1.8M | 5.7% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Other securities | — | — | $1.6M | 5.3% | |
| Participant Loans | Participant loans | — | — | $1.2M | 3.9% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Other securities | — | — | $1.2M | 3.8% | |
| Vanguard 500 Index Admiral Fd | Other securities | — | — | $1.0M | 3.2% | |
| Vanguard Equity-Inc Adm Fund | Common Stock | — | — | $645K | 2.1% | |
| Vanguard Ext Mk Index Adm Fd | Other securities | — | — | $632K | 2.0% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Other securities | — | — | $517K | 1.7% | |
| MFS Intl Diversification R4 Fd | Other securities | — | — | $420K | 1.4% | |
| Vanguard Tgt Rmt Inc Inv Fund | Common Stock | — | — | $393K | 1.3% | |
| Goldman Sachs Stbl Val Col Tr | Other securities | — | — | $356K | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Other securities | — | — | $309K | 1.0% | |
| Vanguard US Growth Admiral Fd | Other securities | — | — | $303K | 1.0% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Other securities | — | — | $197K | 0.6% | |
| Hartford SmallCap Grth HLS IA | Other securities | — | — | $140K | 0.5% | |
| AB Global Bond I Fund | Other securities | — | — | $94K | 0.3% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHUSTER LLC | 66-0521570 | — | LEGAL | $4K | — |
