Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISOR INC | 47-0648506 | — | ADVISOR | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Other securities | — | — | $6.0M | 19.7% | |
| FID FREEDOM 2040 K6 | Other securities | — | — | $4.4M | 14.4% | |
| FID FREEDOM 2045 K6 | Other securities | — | — | $3.4M | 11.2% | |
| FID FREEDOM 2050 K6 | Other securities | — | — | $3.2M | 10.5% | |
| FID FREEDOM 2035 K6 | Other securities | — | — | $2.4M | 8.0% | |
| FID FREEDOM 2030 K6 | Other securities | — | — | $2.3M | 7.4% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $1.6M | 5.2% | |
| FID FREEDOM 2055 K6 | Other securities | — | — | $862K | 2.8% | |
| FID TOTAL INTL IDX | Other securities | — | — | $753K | 2.5% | |
| FID FDM IDX 2040 IPR | Other securities | — | — | $740K | 2.4% | |
| FID FREEDOM 2060 K6 | Other securities | — | — | $684K | 2.2% | |
| GABELLI UST MM AAA | Other securities | — | — | $602K | 2.0% | |
| FID MID CAP IDX | Other securities | — | — | $569K | 1.9% | |
| FID SM CAP IDX | Other securities | — | — | $494K | 1.6% | |
| Participant Loans | Participant loans | — | — | $431K | 1.4% | |
| FID US BOND IDX | Other securities | — | — | $367K | 1.2% | |
| JPM EQUITY INCOME R6 | Other securities | — | — | $207K | 0.7% | |
| FID FDM IDX 2060 IPR | Other securities | — | — | $178K | 0.6% | |
| FID FDM IDX 2050 IPR | Other securities | — | — | $173K | 0.6% | |
| FID FREEDOM 2025 K6 | Other securities | — | — | $173K | 0.6% | |
| FID REAL ESTATE IDX | Other securities | — | — | $155K | 0.5% | |
| PGIM GLB TOT RTN R6 | Other securities | — | — | $150K | 0.5% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $132K | 0.4% | |
| FID SMALL CAP GR K6 | Other securities | — | — | $98K | 0.3% | |
| AF NEW WORLD R6 | Other securities | — | — | $78K | 0.3% | |
| FID FREEDOM 2065 K6 | Other securities | — | — | $74K | 0.2% | |
| FID US SUSTN IDX | Other securities | — | — | $67K | 0.2% | |
| FID FDM IDX 2055 IPR | Other securities | — | — | $61K | 0.2% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | — | $52K | 0.2% | |
| MFS INTL GROWTH R6 | Other securities | — | — | $43K | 0.1% | |
| FID FDM IDX 2045 IPR | Other securities | — | — | $29K | <0.1% | |
| CRLN E MID CAP GR R6 | Other securities | — | — | $28K | <0.1% | |
| FID FDM IDX 2065 IPR | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $27K | — |
