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 | $50K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 12.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $719K | 8.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $710K | 7.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $702K | 7.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $599K | 6.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $599K | 6.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $561K | 6.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $546K | 6.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $433K | 4.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $348K | 3.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $322K | 3.6% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $319K | 3.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $277K | 3.1% | |
| AB LARGE CAP GROWTH I | Registered Investment Companies | — | — | $209K | 2.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $204K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $133K | 1.5% | |
| AB GOV MONEY MKT I 738 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $125K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $113K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $105K | 1.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $97K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $92K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $78K | 0.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $49K | 0.5% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $41K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $40K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $35K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $29K | 0.3% | |
| VOYA STRAT INC OPPR6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $19K | 0.2% | |
| FRANKLIN SMALLMID CAP GROWTH-R | Registered Investment Companies | — | — | $17K | 0.2% | |
| AB GLOBAL BOND I | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $9K | 0.1% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| MFS RESEARCH INTL - R2 | 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.
| $21K |
| — |
