Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, LLC | — | NORFOLK, NE | TPA & RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH CAPITAL INC. | — | MIDVALE, UT | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2050 INV | Other securities | — | — | $992K | 20.6% | |
| Vanguard TARGET RETIREMENT 2040 INV | Other securities | — | — | $818K | 17.0% | |
| Vanguard TARGET RETIREMENT 2030 INV | Other securities | — | — | $649K | 13.5% | |
| Vanguard TOTAL STOCK MKT IDX ADM | Other securities | — | — | $495K | 10.3% | |
| Vanguard TARGET RETIREMENT 2060 INV | Other securities | — | — | $488K | 10.2% | |
| Dimensional Fund Advisors DFA US SUSTAINABILITY CORE 1 | Other securities | — | — | $236K | 4.9% | |
| Dimensional Fund Advisors DFA US CORE EQUITY 2 I | Other securities | — | — | $196K | 4.1% | |
| Vanguard TARGET RETIREMENT 2020 INV | Other securities | — | — | $182K | 3.8% | |
| Dimensional Fund Advisors DFA INTERMEDIATE GOVT FIXED-INCOME I | Other securities | — | — | $145K | 3.0% | |
| Vanguard INTERMEDIATE-TERM TREASURY IDX ADMIRAL | Other securities | — | — | $76K | 1.6% | |
| Vanguard SMALL CAP INDEX ADM | Other securities | — | — | $66K | 1.4% | |
| party rate of interest, collateral, par, or maturity value Cost Current value Dimensional Fund Advisors DFA EMERGING MARKETS CORE EQUITY I | Other securities | — | — | $56K | 1.2% | |
| Dimensional Fund Advisors DFA INTERNATIONAL CORE EQUITY I | Other securities | — | — | $53K | 1.1% | |
| Vanguard VALUE INDEX ADM | Other securities | — | — | $48K | 1.0% | |
| Vanguard LONG-TERM TREASURY IDX ADMIRAL ** 580 Vanguard MID CAP INDEX ADMIRAL | Other securities | — | — | $47K | 1.0% | |
| Dimensional Fund Advisors DFA INTL SUSTAINABILITY CORE 1 | Other securities | — | — | $35K | 0.7% | |
| Dimensional Fund Advisors DFA EMERGING MARKETS SOCIAL CORE PORT | Other securities | — | — | $35K | 0.7% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | Other securities | — | — | $30K | 0.6% | |
| Dodge & Cox DODGE & COX INCOME | Other securities | — | — | $29K | 0.6% | |
| Vanguard INTERNATIONAL VALUE INV | Other securities | — | — | $25K | 0.5% | |
| Vanguard EMERGING MKTS STOCK IDX ADM | Other securities | — | — | $22K | 0.5% | |
| Dimensional Fund Advisors DFA ONE-YEAR FIXED-INCOME I | Other securities | — | — | $17K | 0.4% | |
| Dimensional Fund Advisors DFA INTERNATIONAL REAL ESTATE SEC I | Other securities | — | — | $16K | 0.3% | |
| Money market fund Vanguard Cash Reserves Federal Money Market Fund Admiral Sh | Cash / Money Market | — | — | $15K | 0.3% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Other securities | — | — | $12K | 0.2% | |
| Metropolitan West Fund METROPOLITAN WEST TOTAL RETURN BD M | Other securities | — | — | $11K | 0.2% | |
| Vanguard SHORT-TERM TREASURY IDX ADMIRAL | 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.
