Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $14K | — |
| RBC CAPITAL MARKETS, LLC | — | NEW YORK, NY | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 16 T ROWE PRICE TRP RETIREMENT 2045 FUND | Other securities | — | — | $1.9M | 26.6% | |
| 14 T ROWE PRICE TRP RETIREMENT 2035 FUND | Other securities | — | — | $714K | 10.0% | |
| 15 T ROWE PRICE TRP RETIREMENT 2040 FUND | Other securities | — | — | $663K | 9.3% | |
| 18 T ROWE PRICE TRP RETIREMENT 2055 FUND | Other securities | — | — | $560K | 7.9% | |
| 4 JP MORGAN JPM SMART RET 2020 R6 | Other securities | — | — | $364K | 5.1% | |
| 7 MASSACHUSETTS FINANCIAL SVCS MFS VALUE R6 | Other securities | — | — | $328K | 4.6% | |
| STABLE VALUE FUND 25 *CUNA MUTUTAL CMFG SV A34 | Other securities | — | — | $314K | 4.4% | |
| 13 T ROWE PRICE TRP RETIREMENT 2030 FUND | Other securities | — | — | $260K | 3.6% | |
| 3 CONESTOGA CAPITAL ADVISORS CONESTOGA CAP ADV SCAP X | Other securities | — | — | $215K | 3.0% | |
| 19 T ROWE PRICE TRP RETIREMENT 2060 FUND | Other securities | — | — | $213K | 3.0% | |
| PARTICIPANT LOANS INTEREST RATES RANGING FROM 4.25% TO 9.50% - | Bonds / Notes | — | — | $201K | 2.8% | |
| 17 T ROWE PRICE TRP RETIREMENT 2050 FUND | Other securities | — | — | $192K | 2.7% | |
| 11 T ROWE PRICE TRP RETIREMENT 2020 FUND | Other securities | — | — | $146K | 2.0% | |
| 1 BLACKROCK BR HIGH YIELD BND INST | Other securities | — | — | $145K | 2.0% | |
| 8 PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $143K | 2.0% | |
| 6 MACQUARIE SMALL CAP VALUE INSTL | Other securities | — | — | $127K | 1.8% | |
| 20 T ROWE PRICE TRP RETIREMENT 2065 FUND ** 517 21 VANGUARD VAN 500 INDEX ADM | Other securities | — | — | $120K | 1.7% | |
| 9 THE HARTFORD SCHRODERS INTERNATIONAL MLT-CP | Other securities | — | — | $114K | 1.6% | |
| 10 T ROWE PRICE TRP RETIREMENT 2005 FUND | Other securities | — | — | $113K | 1.6% | |
| 12 T ROWE PRICE TRP RETIREMENT 2025 FUND | Other securities | — | — | $69K | 1.0% | |
| MONEY MARKET FUNDS 24 VANGUARD FEDERAL MM I | Cash / Money Market | — | — | $61K | 0.9% | |
| 2 CLEARBRIDGE MID CAP GROWTH | Other securities | — | — | $51K | 0.7% | |
| 22 VANGUARD VAN DVLPD MRKTS INX ADM | Other securities | — | — | $43K | 0.6% | |
| 5 MACQUARIE EMERGING MARKETS | Other securities | — | — | $43K | 0.6% | |
| 23 VANGUARD VAN SMALL CAP INDEX ADM | Other securities | — | — | $41K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
