Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDW WEALTH FINANCIAL ADVISORS LLC | 85-0467977 | — | RIA | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US Core Equity Port Instl | Other securities | — | — | $17.0M | 32.8% | |
| Vanguard Total Bond Market Index Adm | Other securities | — | — | $4.2M | 8.1% | |
| DFA International Core Equity Port Instl | Other securities | — | — | $3.9M | 7.4% | |
| DFA Real Estate Securities Port Instl | Other securities | — | — | $3.1M | 5.9% | |
| Vanguard Short-Term Bond Index Fd Adm | Other securities | — | — | $3.0M | 5.7% | |
| Vanguard Target Retirement 2040 FD I | Other securities | — | — | $2.9M | 5.5% | |
| Schwab Bank Savings | Other securities | — | — | $2.8M | 5.3% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $2.5M | 4.8% | |
| DFA Emerging Markets Core Equity Port Instl | Other securities | — | — | $1.9M | 3.6% | |
| Vanguard Target Retirement 2030 FD I | Other securities | — | — | $1.9M | 3.6% | |
| DFA US Large Company Port Instl | Other securities | — | — | $1.3M | 2.6% | |
| Vanguard Target Retirement 2050 FD I | Other securities | — | — | $1.3M | 2.5% | |
| DFA US Small Cap Port Instl | Other securities | — | — | $1.2M | 2.3% | |
| DFA US Large Cap Value Port Instl | Other securities | — | — | $1.1M | 2.2% | |
| Vanguard Wellesley Income Admiral | Other securities | — | — | $1.0M | 2.0% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $1.0M | 2.0% | |
| Vanguard Target Retirement 2020 FD I | Other securities | — | — | $898K | 1.7% | |
| Vanguard Target Retirement 2060 FD I | Other securities | — | — | $452K | 0.9% | |
| Participant Loans | Participant loans | — | — | $383K | 0.7% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $144K | 0.3% |
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 |
|---|---|---|---|---|---|
| LOFTIS & LOVATO GROUP | 84-3463346 | — | AUDITOR | $21K | — |
