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 | -$33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2025 K Mutual Fund N/A | Other securities | — | — | $5.2M | 13.0% | |
| FID FREEDOM 2035 K Mutual Fund N/A | Other securities | — | — | $3.5M | 8.7% | |
| FID FREEDOM 2050 K Mutual Fund N/A | Other securities | — | — | $3.0M | 7.4% | |
| FID FREEDOM 2030 K Mutual Fund N/A | Other securities | — | — | $2.9M | 7.4% | |
| FID 500 INDEX Mutual Fund N/A | Other securities | — | — | $2.8M | 7.0% | |
| FID FREEDOM 2040 K Mutual Fund N/A | Other securities | — | — | $2.6M | 6.4% | |
| FID FREEDOM 2045 K Mutual Fund N/A | Other securities | — | — | $2.4M | 6.0% | |
| FID FREEDOM 2020 K Mutual Fund N/A | Other securities | — | — | $2.3M | 5.8% | |
| FID TOTAL MKT IDX Mutual Fund N/A | Other securities | — | — | $2.0M | 5.0% | |
| FID FREEDOM 2055 K Mutual Fund N/A | Other securities | — | — | $1.8M | 4.6% | |
| FID SEL TECHNOLOGY Mutual Fund N/A | Other securities | — | — | $1.7M | 4.2% | |
| FID CONTRAFUND Mutual Fund N/A | Other securities | — | — | $1.5M | 3.6% | |
| FID INTL INDEX Mutual Fund N/A | Other securities | — | — | $1.0M | 2.5% | |
| FID US BOND IDX Mutual Fund N/A | Other securities | — | — | $942K | 2.4% | |
| PIF SMALL CAP R4 Mutual Fund N/A | Other securities | — | — | $771K | 1.9% | |
| FID BLUE CHIP GR K Mutual Fund N/A | Other securities | — | — | $751K | 1.9% | |
| FID FREEDOM 2015 K Mutual Fund N/A | Other securities | — | — | $744K | 1.9% | |
| FID FREEDOM 2060 K Mutual Fund N/A | Other securities | — | — | $690K | 1.7% | |
| J H ENTERPRISE T Mutual Fund N/A | Other securities | — | — | $625K | 1.6% | |
| INVS EQV INTL EQ R5 Mutual Fund N/A | Other securities | — | — | $538K | 1.3% | |
| FID TOTAL BOND Mutual Fund N/A | Other securities | — | — | $429K | 1.1% | |
| FID GOVT MMKT Mutual Fund N/A | Other securities | — | — | $387K | 1.0% | |
| FID EXTD MKT IDX Mutual Fund N/A | Other securities | — | — | $386K | 1.0% | |
| Participant Loans Rates range from 4.25% to 9.50% N/A | Bonds / Notes | — | — | $359K | 0.9% | |
| FIDELITY GOVT INCOME Mutual Fund N/A | Other securities | — | — | $290K | 0.7% | |
| FID VALUE Mutual Fund N/A | Other securities | — | — | $239K | 0.6% | |
| AF AMERICAN MUTAL R5 Mutual Fund N/A | Other securities | — | — | $153K | 0.4% | |
| FID FREEDOM 2065 K Mutual Fund N/A | Other securities | — | — | $26K | <0.1% | |
| FID FREEDOM INC K Mutual Fund N/A | Common Stock | — | — | $12K | <0.1% |
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 |
|---|---|---|---|---|---|
| HBME LLC | 82-4439676 | — | ACCOUNTANT/AUDITOR | $9K | — |
