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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY 401K PARTNERS LLC | 46-3938291 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2020 Fund - Class K Mutual fund | Other securities | — | — | $1.4M | 27.6% | |
| Fidelity Freedom 2035 Fund - Class K Mutual fund | Other securities | — | — | $770K | 15.7% | |
| Fidelity Freedom 2025 Fund - Class K Mutual fund | Other securities | — | — | $645K | 13.1% | |
| Fidelity Freedom 2030 Fund - Class K Mutual fund | Other securities | — | — | $420K | 8.6% | |
| Fidelity 500 Index Fund Mutual fund | Other securities | — | — | $256K | 5.2% | |
| Fidelity Freedom 2045 Fund - Class K Mutual fund | Other securities | — | — | $246K | 5.0% | |
| Fidelity Freedom 2055 Fund - Class K Mutual fund | Other securities | — | — | $198K | 4.0% | |
| Fidelity Freedom 2050 Fund - Class K Mutual fund | Other securities | — | — | $196K | 4.0% | |
| Fidelity Government Cash Reserves Money market | Cash / Money Market | — | — | $161K | 3.3% | |
| Fidelity Freedom 2040 Fund - Class K Mutual fund | Other securities | — | — | $138K | 2.8% | |
| Fidelity Freedom 2015 Fund - Class K Mutual fund | Other securities | — | — | $98K | 2.0% | |
| Fidelity Freedom 2010 Fund - Class K Mutual fund | Other securities | — | — | $80K | 1.6% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% | Bonds / Notes | — | — | $77K | 1.6% | |
| T. Rowe Price Blue Chip Growth Fund Advisor Class Mutual fund | Other securities | — | — | $67K | 1.4% | |
| Fidelity Freedom 2060 Fund - Class K Mutual fund | Other securities | — | — | $36K | 0.7% | |
| Fidelity Low-Priced Stock Fund Mutual fund | Other securities | — | — | $36K | 0.7% | |
| Fidelity Freedom 2065 Fund Mutual fund | Other securities | — | — | $32K | 0.6% | |
| Fidelity Small Cap Growth Fund Mutual fund | Other securities | — | — | $29K | 0.6% | |
| Fidelity Freedom Income Fund Mutual fund | Other securities | — | — | $22K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund | Other securities | — | — | $21K | 0.4% | |
| Fidelity International Index Fund Mutual fund | Other securities | — | — | $14K | 0.3% | |
| Invesco Divserfied Dividend Fund R5 Class Mutual fund | Other securities | — | — | $8K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Invesco High Yield Fund R5 Class Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
