Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QP CONSULTING, LLC | 47-1771614 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVTIAA LC 2025 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $4.8M | 21.8% | |
| NUVTIAA LC 2030 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $3.2M | 14.6% | |
| NUVTIAA LC 2035 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.4M | 6.4% | |
| NUVTIAA LC 2020 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 5.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.0M | 4.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $998K | 4.5% | |
| NUVTIAA LC INCOME R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $978K | 4.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $919K | 4.2% | |
| NUVTIAA LC 2045 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $823K | 3.7% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $813K | 3.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $669K | 3.0% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $657K | 3.0% | |
| NUVTIAA LC 2040 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $393K | 1.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $350K | 1.6% | |
| NUVTIAA LC 2050 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $325K | 1.5% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $274K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $212K | 1.0% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $207K | 0.9% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $192K | 0.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $126K | 0.6% | |
| NUVTIAA LC 2055 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $51K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $27K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $16K | <0.1% | |
| NUVTIAA LC 2060 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
