Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN MANAGEMENT CO | 71-0496439 | — | ADVISOR | $49K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Target Retirement 2030 Mutual fund - | Other securities | — | — | $5.0M | 14.8% | |
| Fidelity 500 Index Fund Mutual fund - | Other securities | — | — | $4.6M | 13.6% | |
| Vanguard Target Retirement 2045 Mutual fund - | Other securities | — | — | $4.4M | 12.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.8M | 11.1% | |
| Vanguard Target Retirement 2055 Mutual fund - | Other securities | — | — | $3.1M | 9.1% | |
| Vanguard Target Retirement 2035 Mutual fund - | Other securities | — | — | $2.7M | 8.1% | |
| Vanguard Target Retirement 2025 Mutual fund - | Other securities | — | — | $2.0M | 6.0% | |
| Vanguard Target Retirement 2060 Mutual fund - | Other securities | — | — | $1.6M | 4.6% | |
| Vanguard Target Retirement Income Mutual fund - | Other securities | — | — | $1.4M | 4.2% | |
| Vanguard Intermediate-Term Bond Index Mutual fund - | Other securities | — | — | $1.4M | 4.1% | |
| Vanguard Target Retirement 2040 Mutual fund - | Other securities | — | — | $1.0M | 3.0% | |
| Vanguard Target Retirement 2050 Mutual fund - | Other securities | — | — | $666K | 2.0% | |
| Fidelity Smallcap Index Fund Mutual fund - | Other securities | — | — | $663K | 2.0% | |
| Vanguard Target Retirement 2020 Mutual fund - | Other securities | — | — | $372K | 1.1% | |
| Fidelity International Index Mutual fund - | Other securities | — | — | $343K | 1.0% | |
| Fidelity Emerging Mkts K Mutual fund - | Other securities | — | — | $236K | 0.7% | |
| Fidelity Midcap Index Fund Mutual fund - | Other securities | — | — | $216K | 0.6% | |
| various maturity dates; secured by participants' vested balances - | Other securities | — | — | $101K | 0.3% | |
| Vanguard Target Retirement 2070 Mutual fund - | Other securities | — | — | $37K | 0.1% | |
| Vanguard Target Retirement 2065 Mutual fund - | Other securities | — | — | $28K | <0.1% |