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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CYPRESS WEALTH SERVICES | 82-2079022 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 11.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 11.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 11.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $924K | 9.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $861K | 9.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $794K | 8.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $770K | 8.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $752K | 7.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $542K | 5.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $483K | 5.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $273K | 2.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $174K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $154K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $153K | 1.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $103K | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $76K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $73K | 0.8% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $55K | 0.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $55K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $26K | 0.3% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $17K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $16K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
