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 | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 | Other securities | — | — | $1.0M | 18.9% | |
| Fidelity Freedom Index 2020 | Other securities | — | — | $802K | 15.0% | |
| Fidelity Freedom Index 2030 | Other securities | — | — | $763K | 14.3% | |
| Fidelity Freedom Index 2035 | Other securities | — | — | $551K | 10.3% | |
| Fidelity Freedom Index 2050 | Other securities | — | — | $502K | 9.4% | |
| Fidelity Freedom Index 2045 | Other securities | — | — | $454K | 8.5% | |
| Fidelity Freedom Index 2025 | Other securities | — | — | $357K | 6.7% | |
| Fidelity Freedom Index 2070 609 * Fidelity 500 Index | Other securities | — | — | $286K | 5.3% | |
| Fidelity Freedom Index 2055 | Other securities | — | — | $264K | 4.9% | |
| Fidelity Freedom Index 2060 | Other securities | — | — | $119K | 2.2% | |
| Fidelity Mid Cap Growth Index 542 * Fidelity Real Estate Index 882 * Fidelity Small Cap Growth Index | Other securities | — | — | $98K | 1.8% | |
| Fidelity Freedom Index 2065 | Other securities | — | — | $48K | 0.9% | |
| Fidelity Government Money Market Fund | Cash / Money Market | — | — | $46K | 0.9% | |
| Fidelity Large Cap Value Index | Other securities | — | — | $22K | 0.4% | |
| Fidelity Small Cap Index 410 * Fidelity U.S. Bond Index | Other securities | — | — | $19K | 0.3% | |
| Fidelity Large Cap Growth Index | Other securities | — | — | $2K | <0.1% | |
| Fidelity Global ex US Index | Other securities | — | — | $2K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Other securities | — | — | $1K | <0.1% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | AUDITOR | — | — |
