Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES | 83-3455979 | — | N/A | $5K | — |
| CREATIVE PLANNING, INC | 43-1270780 | — | N/A | $277 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Retirement 2045 Fund Mutual Fund | Other securities | — | — | $76K | 26.1% | |
| Vanguard Retirement 2040 Fund Mutual Fund | Other securities | — | — | $49K | 16.8% | |
| Vanguard Retirement 2030 Fund Mutual Fund | Other securities | — | — | $49K | 16.7% | |
| Vanguard Retirement 2035 Fund Mutual Fund | Other securities | — | — | $35K | 12.1% | |
| Vanguard Retirement 2055 Fund Mutual Fund | Other securities | — | — | $31K | 10.6% | |
| Vanguard Retirement 2060 Fund Mutual Fund | Other securities | — | — | $17K | 5.8% | |
| Vanguard Retirement 2050 Fund Mutual Fund | Other securities | — | — | $15K | 5.0% | |
| Lessor or Similar Party Investment ** Value Fidelity Large Cap Growth index Mutual Fund ** 25 Fidelity Mid Cap Growth Index Mutual Fund ** 24 Fidelity Small Cap Growth Index Mutual Fund ** 24 iShares S&P 500 Index Fund Class K Mutual Fund | Other securities | — | — | $10K | 3.5% | |
| Vanguard Retirement 2065 Fund Mutual Fund | Other securities | — | — | $4K | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual Fund ** 12 Vanguard Target Retirement Income Fund Mutual Fund | Other securities | — | — | $3K | 1.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund ** 24 Vanguard Retirement 2020 Fund Mutual Fund ** 370 Vanguard Retirement 2025 Fund Mutual Fund | Other securities | — | — | $2K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
