Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL RESOURCES INVEST ADVISOR | — | ATLANTA, GA | FINANCIAL ADVISOR/CONSULT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKE GROUP NOW PART OF USI | 06-1053228 | — | ACTUARY | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $6.3M | $12.7M | 29.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $11.7M | $10.8M | 25.2% | |
| Fidelity Short Term Bond Index Fund | Common Collective Trusts | — | $6.4M | $6.5M | 15.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $4.2M | $5.6M | 13.0% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | $3.6M | $4.3M | 10.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $1.9M | $3.0M | 7.0% | |
| Fidelity Treasury Only Portfolio | Mutual Funds | — | $58K | $58K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0935103 | — | NONE | $10K | — |
