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 | $388K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $65K | — |
| ARMANINO LLP | 94-6214841 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $29.1M | 13.9% | |
| Fidelity Freedom 2050 K6 | Other securities | — | — | $28.7M | 13.8% | |
| Fidelity Freedom 2045 K6 | Other securities | — | — | $25.9M | 12.4% | |
| Fidelity Freedom 2055 K6 | Other securities | — | — | $23.1M | 11.1% | |
| Fidelity Freedom 2040 K6 | Other securities | — | — | $21.0M | 10.1% | |
| Fidelity Freedom 2035 K6 | Other securities | — | — | $15.6M | 7.5% | |
| Fidelity Freedom 2060 K6 | Other securities | — | — | $13.1M | 6.3% | |
| Fidelity Freedom 2030 K6 | Other securities | — | — | $8.2M | 3.9% | |
| AB Large Cap Growth Z | Other securities | — | — | $7.1M | 3.4% | |
| Fidelity Freedom 2025 K6 | Other securities | — | — | $5.6M | 2.7% | |
| Fidelity Small Cap Index | Other securities | — | — | $4.1M | 2.0% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $3.6M | 1.7% | |
| Fidelity Freedom 2065 K6 | Other securities | — | — | $3.3M | 1.6% | |
| Fidelity International Index | Other securities | — | — | $2.8M | 1.3% | |
| Participant Loans | Participant loans | — | — | $2.0M | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| Fidelity Freedom 2020 K6 | Other securities | — | — | $1.8M | 0.9% | |
| Pimco Income Fund Institutional Class | Other securities | — | — | $1.7M | 0.8% | |
| American Funds New World R6 | Other securities | — | — | $1.7M | 0.8% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $1.6M | 0.8% | |
| MFS Value R6 | Other securities | — | — | $1.6M | 0.7% | |
| AF Europacific Growth R6 | Other securities | — | — | $1.2M | 0.6% | |
| Fidelity US Bond Index | Other securities | — | — | $1.1M | 0.5% | |
| Fidelity Total Bond K6 | Other securities | — | — | $1.0M | 0.5% | |
| Fidelity Freedom 2015 K6 | Other securities | — | — | $553K | 0.3% | |
| John Hancock Funds Disciplined Value Mid Cap Fund | Other securities | — | — | $357K | 0.2% | |
| Fidelity Freedom Inc K6 | Common Stock | — | — | $263K | 0.1% | |
| American Century Small Cap Value R6 | Other securities | — | — | $228K | 0.1% | |
| PIF Small Cap Growth I R6 | Other securities | — | — | $97K | <0.1% | |
| Fidelity Freedom 2010 K6 | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom 2070 K6 | Other securities | — | — | $722 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $11K |
| — |
