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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESCENDO RETIREMENT PLAN ADVISORS, | 99-2772395 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 14.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $1.1M | 9.5% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.0M | 8.9% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $764K | 6.7% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $740K | 6.5% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $653K | 5.7% | |
| BLACKROCK MID CAP EQ IDX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $619K | 5.4% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $581K | 5.1% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $452K | 4.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $389K | 3.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $382K | 3.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $360K | 3.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $338K | 3.0% | |
| BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $327K | 2.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $313K | 2.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $312K | 2.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $311K | 2.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $230K | 2.0% | |
| HARBOR SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $152K | 1.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $129K | 1.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $118K | 1.0% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $98K | 0.9% | |
| PUTNAM LARGE CAP VALUE R6 792 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $86K | 0.8% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $85K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $29K | 0.3% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN EM MARKETS EQ INDEX R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| BNY MELLON GLOBAL FIXED INC Y | Registered Investment Companies | — | — | $4K | <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 |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY S. EDGE CPA LLC | 26-4527814 | — | ACCOUNTANT | $9K | — |
| PEGGY S. EDGE CPA LLC | 26-4527814 | — | ACCOUNTANT | $9K | — |
