Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | CUSTODIAN/RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN INVESTMENT ADVISORS | 26-4542513 | — | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 - | Other securities | — | — | $1.1M | 23.1% | |
| Vanguard Target Retirement 2020 - | Other securities | — | — | $874K | 17.9% | |
| Vanguard Target Retirement 2030 - | Other securities | — | — | $736K | 15.1% | |
| Vanguard Target Retirement 2040 - | Other securities | — | — | $547K | 11.2% | |
| Vanguard Target Retirement 2025 - | Other securities | — | — | $361K | 7.4% | |
| Fidelity Government Money Market - | Cash / Money Market | — | — | $328K | 6.7% | |
| Vanguard Target Retirement 2035 - | Other securities | — | — | $322K | 6.6% | |
| Vanguard Target Retirement 2045 - | Other securities | — | — | $188K | 3.8% | |
| Vanguard Target Retirement 2055 - | Other securities | — | — | $50K | 1.0% | |
| Vanguard Target Retirement 2060 - | Other securities | — | — | $20K | 0.4% | |
| Vanguard Target Retirement 2065 - | 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.
