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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $802K | 17.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $761K | 16.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $709K | 15.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $479K | 10.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $396K | 8.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $371K | 7.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $352K | 7.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $244K | 5.2% | |
| PGIM HIGH YIELD FUND R6 797 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $163K | 3.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $55K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $38K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $32K | 0.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $31K | 0.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $20K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $19K | 0.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $17K | 0.4% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $16K | 0.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $7K | 0.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $7K | 0.1% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2K | <0.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $1K | <0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
