Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $42K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $2.8M | 21.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $2.0M | 15.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $1.3M | 10.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $1.2M | 9.5% | |
| iShares Core S&P 500 ETF iShares 0 | Other securities | — | — | $1.2M | 9.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $747K | 5.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $728K | 5.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $609K | 4.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $524K | 4.0% | |
| iShares Russell 1000 Growth ETF iShares 0 | Other securities | — | — | $491K | 3.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Other securities | — | — | $312K | 2.4% | |
| iShares Russell Mid-Cap Growth ETF iShares 0 | Other securities | — | — | $200K | 1.5% | |
| Lord Abbett Developing Growth R6 Lord Abbett 0 | Other securities | — | — | $166K | 1.3% | |
| iShares Russell 2000 Value ETF iShares 0 | Other securities | — | — | $145K | 1.1% | |
| iShares Russell 1000 Value ETF iShares 0 | Other securities | — | — | $126K | 1.0% | |
| iShares Russell Mid-Cap Value ETF iShares 0 | Other securities | — | — | $117K | 0.9% | |
| iShares 1-3 Year Treasury Bond ETF iShares 0 | U.S. Treasuries | — | — | $59K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $53K | 0.4% | |
| iShares MSCI EAFE ETF iShares 0 | Other securities | — | — | $41K | 0.3% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | Other securities | — | — | $34K | 0.3% | |
| IShares Core U.S. Aggregate Bond ETF iShares 0 | Other securities | — | — | $27K | 0.2% | |
| Vanguard Real Estate Index ETF Vanguard 0 | Other securities | — | — | $18K | 0.1% | |
| iShares 7-10 Year Treasury Bond ETF iShares 0 74 iShares iBoxx $ Invmt Grade Corp Bd ETF iShares 0 | U.S. Treasuries | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $14K |
| — |
