Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LFPTH INDX 2035 K FD | Other securities | — | — | $834K | 24.8% | |
| Blackrock LFPTH INDX 2050 K FD | Other securities | — | — | $462K | 13.8% | |
| Blackrock LFPTH INDX 2045 K FD | Other securities | — | — | $354K | 10.5% | |
| Blackrock LFPTH INDX 2030 K FD | Other securities | — | — | $284K | 8.5% | |
| Blackrock LFPTH INDX 2055 K FD | Other securities | — | — | $245K | 7.3% | |
| MFS Investment Management MFS GROWTH R6 FUND | Other securities | — | — | $212K | 6.3% | |
| Blackrock LFPTH INDX 2040 K FD | Other securities | — | — | $153K | 4.6% | |
| Notes receivable from participants, bearing interest at Participant loans 5.25% to 10.50% and maturing through May 2030. -0- | Bonds / Notes | — | — | $144K | 4.3% | |
| Blackrock LFPTH INDX RTRMT K FD | Mutual Funds | — | — | $128K | 3.8% | |
| Oppenheimer INV DS MP GROWTH R6 FD | Other securities | — | — | $81K | 2.4% | |
| Blackrock ISHARES S&P 500 INDEX K FUND | Other securities | — | — | $76K | 2.3% | |
| JP Morgan JP MORGAN SM CP GROWTH R6 FUND | Other securities | — | — | $72K | 2.1% | |
| Fidelity Investments FIDELITY MID-CAP INDEX FUND | Other securities | — | — | $71K | 2.1% | |
| Blackrock LFPTH INDX 2060 K FD | Other securities | — | — | $71K | 2.1% | |
| Columbia Threadneedle COLUMBIA OVERSEAS VALUE FUND | Other securities | — | — | $66K | 2.0% | |
| Diamond Hill Capital Management Inc. DIAMOND HILL LARGE CAP FUND CLASS Y | Common Stock | — | — | $60K | 1.8% | |
| Principal Life Insurance Company Principal Fixed Inc Guarantee Option | Common Stock | — | — | $29K | 0.9% | |
| Blackrock LFPTH INDX 2065 K FD | Other securities | — | — | $10K | 0.3% | |
| Franklin Templeton Investments FRANKLIN SM CP VALUE FUND | Other securities | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
