Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL HOLDINGS, INC. | 04-3046611 | — | NONE | $10K | — |
| STANCE CAPITAL, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index2050 | Other securities | — | — | $729K | 14.5% | |
| Nuveen Lifecycle Index 2045 | Other securities | — | — | $673K | 13.4% | |
| Nuveen Lifecycle Index2040 | Other securities | — | — | $583K | 11.6% | |
| Fidelity 500 Index | Other securities | — | — | $543K | 10.8% | |
| Nuveen Lifecycle Index 2055 | Other securities | — | — | $401K | 8.0% | |
| Nuveen Lifecycle Index 2060 | Other securities | — | — | $314K | 6.3% | |
| Nuveen Lifecycle Index2035 | Other securities | — | — | $307K | 6.1% | |
| Nuveen Lifecycle Index 2030 | Other securities | — | — | $267K | 5.3% | |
| Fidelity Total Market Index | Other securities | — | — | $236K | 4.7% | |
| Fidelity Mid Cap Index | Other securities | — | — | $146K | 2.9% | |
| Fidelity International Index | Other securities | — | — | $130K | 2.6% | |
| Fidelity Small Cap Index | Other securities | — | — | $129K | 2.6% | |
| Participant Loans | Participant loans | — | — | $127K | 2.5% | |
| Nuveen Lifecycle Index 2020 | Other securities | — | — | $81K | 1.6% | |
| Personal Choice Retirement Account | Other securities | — | — | $67K | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund | Other securities | — | — | $48K | 1.0% | |
| Fidelity US Bond Index | Other securities | — | — | $41K | 0.8% | |
| Nuveen Lifecycle Index Retirement Income Fund | Other securities | — | — | $31K | 0.6% | |
| Schwab Bank Savings | Other securities | — | — | $28K | 0.6% | |
| Vanguard Wellesley Income | Other securities | — | — | $16K | 0.3% | |
| Vanguard Balanced Index | Other securities | — | — | $14K | 0.3% | |
| Nuveen Lifecycle Index 2025 | Other securities | — | — | $10K | 0.2% | |
| Non-interest bearing | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-5170907 |
| — |
| NONE |
| $10K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
