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 | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Investments, at fair value | Other securities | — | — | $30.4M | 16.3% | |
| FID BLUE CHIP GR K6 Investments, at fair value | Other securities | — | — | $25.0M | 13.4% | |
| BERKSHIRE HATHAWAY, BRK.B Employer Securities | Other securities | — | — | $15.2M | 8.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $10.0M | 5.4% | |
| FID MID CAP IDX Investments, at fair value | Other securities | — | — | $8.4M | 4.5% | |
| FID FDM IDX 2040 PRM Investments, at fair value | Other securities | — | — | $6.7M | 3.6% | |
| VANG MDCPGR IDX ADM Investments, at fair value | Other securities | — | — | $6.1M | 3.3% | |
| TRP SMALL-CAP VALUE Investments, at fair value | Other securities | — | — | $6.1M | 3.2% | |
| FID FDM IDX 2045 PRM Investments, at fair value | Other securities | — | — | $5.6M | 3.0% | |
| VANG WINDSOR II ADM Investments, at fair value | Other securities | — | — | $5.5M | 3.0% | |
| FID VALUE STRAT K Investments, at fair value | Other securities | — | — | $5.3M | 2.9% | |
| FID FDM IDX 2030 PRM Investments, at fair value | Other securities | — | — | $5.3M | 2.8% | |
| FID FDM IDX 2050 PRM Investments, at fair value | Other securities | — | — | $5.1M | 2.7% | |
| FID FDM IDX 2035 PRM Investments, at fair value | Other securities | — | — | $5.0M | 2.7% | |
| AF BOND FD AMER R6 Investments, at fair value | Other securities | — | — | $5.0M | 2.7% | |
| FID INTL CAP APPR K6 Investments, at fair value | Other securities | — | — | $4.9M | 2.6% | |
| FID BALANCED Investments, at fair value | Other securities | — | — | $4.8M | 2.5% | |
| Various maturity dates and interest * Participant loans rates of 4.25% to 9.5% $ 0 | Bonds / Notes | — | — | $4.1M | 2.2% | |
| DFA GLBL EQUITY INST Investments, at fair value | Other securities | — | — | $3.7M | 2.0% | |
| FID FDM IDX 2020 PRM Investments, at fair value | Other securities | — | — | $3.6M | 1.9% | |
| FID FDM IDX 2055 PRM Investments, at fair value | Other securities | — | — | $3.2M | 1.7% | |
| VANG FTSE AW IDX ADM Investments, at fair value | Other securities | — | — | $3.1M | 1.6% | |
| VANG TOT BD MKT ADM Investments, at fair value | Other securities | — | — | $3.1M | 1.6% | |
| FID FDM IDX 2060 PRM Investments, at fair value | Other securities | — | — | $2.5M | 1.4% | |
| VANG SM CAP IDX ADM Investments, at fair value | Other securities | — | — | $2.3M | 1.2% | |
| FID GOVT MMRK PRM Investments, at fair value | Other securities | — | — | $1.7M | 0.9% | |
| Cash Portfolio * BERKSHIRE HTHWY STCK Interest-bearing cash | Cash / Money Market | — | — | $647K | 0.3% | |
| FID FDM IDX INC PRM Investments, at fair value | Common Stock | — | — | $540K | 0.3% | |
| FID FDM IDX 2065 PRM Investments, at fair value | Other securities | — | — | $374K | 0.2% | |
| VANG EXPLORER ADM Investments, at fair value | Other securities | — | — | $298K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $52K |
| — |
