Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.3M | 19.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $626K | 9.8% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $562K | 8.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $469K | 7.3% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $376K | 5.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $363K | 5.7% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $349K | 5.5% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $272K | 4.2% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $260K | 4.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $247K | 3.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $193K | 3.0% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $153K | 2.4% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $132K | 2.1% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $114K | 1.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $113K | 1.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $108K | 1.7% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $80K | 1.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $77K | 1.2% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $66K | 1.0% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $61K | 1.0% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $51K | 0.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $43K | 0.7% | |
| NUVEEN LC INDEX 2015 R6 937 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $28K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $26K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $20K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $19K | 0.3% | |
| VOYA GNMA INCOME FUND CL I | Registered Investment Companies | — | — | $18K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $17K | 0.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $31K |
| — |
