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 | $568K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Research Company Fidelity Freedom 2060 | Other securities | — | — | $22.5M | 13.4% | |
| Fidelity Management Research Company Fidelity Freedom 2055 | Other securities | — | — | $17.0M | 10.2% | |
| Fidelity Management Research Company Fidelity Freedom 2035 | Other securities | — | — | $16.5M | 9.8% | |
| Fidelity Management Research Company Fidelity Freedom 2050 | Other securities | — | — | $15.4M | 9.2% | |
| Fidelity Management Research Company Fidelity Freedom 2030 | Other securities | — | — | $15.2M | 9.0% | |
| Fidelity Management Research Company Fidelity Freedom 2040 | Other securities | — | — | $14.0M | 8.4% | |
| Fidelity Management Research Company Fidelity Freedom 2065 | Other securities | — | — | $13.1M | 7.8% | |
| Fidelity Management Research Company Fidelity Freedom 2045 | Other securities | — | — | $13.1M | 7.8% | |
| Fidelity Management Research Company Fidelity Freedom 2025 | Other securities | — | — | $7.5M | 4.5% | |
| Fidelity Management Research Company Fidelity 500 Index Fund | Other securities | — | — | $6.9M | 4.1% | |
| Fidelity Management Research Company Fidelity Large Cap Growth | Other securities | — | — | $5.7M | 3.4% | |
| ranging from 2022 to 2034 | Other securities | — | — | $4.6M | 2.8% | |
| Fidelity Management Research Company Fidelity Freedom 2020 | Other securities | — | — | $2.7M | 1.6% | |
| Fidelity Management Research Company Fidelity Total International Index Fund | Other securities | — | — | $2.2M | 1.3% | |
| Fidelity Management Research Company Fidelity Total Bond | Other securities | — | — | $2.1M | 1.2% | |
| Stable Value Collective Trust Fund Lincoln Financial Group Lincoln Stable Value | Common Collective Trusts | — | — | $2.1M | 1.2% | |
| Fidelity Management Research Company Fidelity Large Cap Value | Other securities | — | — | $1.6M | 1.0% | |
| Fidelity Management Research Company Fidelity Extended Market Index Fund | Other securities | — | — | $1.4M | 0.8% | |
| Fidelity Management Research Company Fidelity US Bond Index Fund | Other securities | — | — | $925K | 0.6% | |
| American Funds AF International Growth | Other securities | — | — | $867K | 0.5% | |
| Dimensional Fund Advisors DFA US Small Cap | Mutual Funds | — | — | $562K | 0.3% | |
| Fidelity Management Research Company Fidelity Freedom 2015 | Other securities | — | — | $381K | 0.2% | |
| American Funds AF Balanced | Other securities | — | — | $380K | 0.2% | |
| Massachusetts Investors Trust MFS MA Inv | Other securities | — | — | $376K | 0.2% | |
| Fidelity Management Research Company Fidelity Freedom Income | Other securities | — | — | $287K | 0.2% | |
| Fidelity Management Research Company Fidelity Freedom 2070 | Other securities | — | — | $97K | <0.1% | |
| Money Market * Fidelity Management Research Company Fidelity Retirement Money Market Fund ** 21 Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $36K | <0.1% | |
| Fidelity Management Research Company Fidelity Freedom 2010 | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $39K |
| — |
