Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | — | CENTENNIAL, CO | RECORDKEEPER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index Fund | Other securities | — | — | $16.1M | 34.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Other securities | — | — | $6.2M | 13.3% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Other securities | — | — | $5.6M | 12.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Other securities | — | — | $4.6M | 9.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Other securities | — | — | $4.2M | 9.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Other securities | — | — | $1.8M | 3.8% | |
| Fidelity Investments Small Cap Value Index | Other securities | — | — | $1.8M | 3.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | Other securities | — | — | $1.7M | 3.5% | |
| Vanguard FTSE All-Wld ex-US Small Cap | Other securities | — | — | $1.3M | 2.9% | |
| Fidelity Investments Large Cap Growth Idx Instl | Other securities | — | — | $1.0M | 2.1% | |
| American Trust Citibank Money Market | Cash / Money Market | — | — | $957K | 2.0% | |
| DFA Inflation Protected SEC Portfolio | Other securities | — | — | $671K | 1.4% | |
| Participants Participant Loans Rate 5.25% to 10.50% | Bonds / Notes | — | — | $105K | 0.2% | |
| Fidelity Investments Large Cap Value Index Prm | Other securities | — | — | $100K | 0.2% | |
| Fidelity Investments Small Cap Growth Index | Other securities | — | — | $93K | 0.2% | |
| Fidelity Investments Mid Cap Growth Index | Other securities | — | — | $80K | 0.2% | |
| DFA Intermediate Govt Fixed-Income I | Other securities | — | — | $32K | <0.1% | |
| Fidelity Investments Mid Cap Value Index | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
