Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHEN JONES | 36-3258176 | EL SEGUNDO, CA | ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $419K | 45.9% | |
| Vanguard Interm Bond Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $252K | 27.6% | |
| Investments Vanguard Total Bond Market Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $110K | 12.1% | |
| Vanguard Real Estate Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $71K | 7.8% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $48K | 5.2% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $5K | 0.6% | |
| Notes Receivable from Participants 8.5% to 9.5% N/A | Bonds / Notes | — | — | $3K | 0.3% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
