Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | — | RECORDKEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral N/A | Common Collective Trusts | — | — | $2.1M | 41.3% | |
| Vanguard Total Intl Stock Index Admiral N/A | Mutual Funds | — | — | $1.4M | 28.6% | |
| Vanguard Total Bond Market Index Admiral N/A | Mutual Funds | — | — | $407K | 8.1% | |
| Vanguard Real-Estate Index Admiral N/A | Mutual Funds | — | — | $345K | 6.9% | |
| Vanguard Total Intl Bond Index Admiral N/A | Mutual Funds | — | — | $175K | 3.5% | |
| DFA Emerging Markets Value I N/A 525 DFA International Value I N/A 546 Vanguard 500 Index Admiral N/A | Common Collective Trusts | — | — | $175K | 3.5% | |
| Vanguard Value Index Admiral N/A | Mutual Funds | — | — | $81K | 1.6% | |
| Vanguard Growth Index Admiral N/A | Mutual Funds | — | — | $80K | 1.6% | |
| Vanguard Mid-Cap Value Index Adm N/A | Mutual Funds | — | — | $35K | 0.7% | |
| Vanguard Federal Money Market N/A | Mutual Funds | — | — | $33K | 0.7% | |
| Vanguard Mid-Cap Index Adm N/A | Mutual Funds | — | — | $30K | 0.6% | |
| Vanguard Emerging Markets Stock Inx Adm N/A | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Mid-Cap Growth Index Adm N/A | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Small Cap Index Admiral N/A | Mutual Funds | — | — | $21K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot SEC Inx Adm N/A 85 Vanguard Small Cap Growth Index Admiral N/A | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Interm-Term Bond Index Adm N/A | Mutual Funds | — | — | $15K | 0.3% | |
| due August 2024 through December 2027) N/A | Other securities | — | — | $14K | 0.3% | |
| Vanguard Developed Markets Index Admiral N/A | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Long-Term Bond Index Adm N/A | Mutual Funds | — | — | $9K | 0.2% | |
| Nuveen Large Cap Responsible Eq Prem N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Bank of California BANC Master Deposit Account N/A 10 DFA Emerging Markets Small Cap I N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Small Cap Value Index Admiral N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
