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 | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX INVESTMENT SERVICES, INC | — | RIVERSIDE, CA |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $223K | 18.3% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $188K | 15.3% | |
| FIDELITY ADV FREEDOM INC - A 729 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2060 A | Registered Investment Companies | — | — | $140K | 11.4% | |
| FIDELITY ADV FREEDOM 2010 - A 95 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2045 - A | Registered Investment Companies | — | — | $105K | 8.6% | |
| FIDELITY ADV FREEDOM 2050 - A | Registered Investment Companies | — | — | $91K | 7.4% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $76K | 6.2% | |
| FIDELITY ADV FREEDOM 2035 - A | Registered Investment Companies | — | — | $57K | 4.6% | |
| FIDELITY ADV FREEDOM 2020 - A 861 REGISTERED INVESTMENT COMPANY WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $46K | 3.8% | |
| FIDELITY ADV FREEDOM 2055 - A | Registered Investment Companies | — | — | $44K | 3.6% | |
| FIDELITY ADVISOR FREEDOM 2040 | Registered Investment Companies | — | — | $42K | 3.4% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $41K | 3.3% | |
| FIDELITY ADV FREEDOM 2030 - A | Registered Investment Companies | — | — | $36K | 2.9% | |
| COLUMBIA CONTRARIAN CORE A | Registered Investment Companies | — | — | $23K | 1.9% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $17K | 1.4% | |
| JOHN HANCOCK BOND FUND R2 | Registered Investment Companies | — | — | $13K | 1.1% | |
| FIDELITY ADV FREEDOM 2025 - A | Registered Investment Companies | — | — | $8K | 0.7% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $7K | 0.6% | |
| CARILLON SCOUT MID CAP FUND A | Registered Investment Companies | — | — | $6K | 0.5% | |
| BLK ADV SM CAP CORE - INV A | Registered Investment Companies | — | — | $5K | 0.4% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $5K | 0.4% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $3K | 0.2% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $2K | 0.2% | |
| PRINCIPAL LC SP 500 IDX R3 | 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.
| ADVISOR |
| $0 |
| — |
