Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILLSPRING FINANCIAL, INC | 87-0511814 | — | INVESTMENT MANAGEMENT | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm Registered Investment Company | Other securities | — | — | $387K | 86.8% | |
| Vanguard Target Retirement 2030 Registered Investment Company | Other securities | — | — | $26K | 5.9% | |
| Registered Investment Companies Spdr Gold Shares Trust Registered Investment Company | Other securities | — | — | $6K | 1.4% | |
| Interest-bearing Cash Retirement Cash Account Interest-bearing Cash | Cash / Money Market | — | — | $3K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC | 82-1371994 | — | ADMINISTRATIVE EXPENSES | $1K | — |
