Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INVESTING | — | LAKE OSWEGO, OR | ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | TPA FEES | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Shares of registered investment co. | Common Stock | — | — | $2.0M | 21.0% | |
| Vanguard Target Retirement 2035 Inv Shares of registered investment co. | Common Stock | — | — | $1.4M | 13.8% | |
| Vanguard Target Retirement Income Inv Shares of registered investment co. | Common Stock | — | — | $902K | 9.2% | |
| Vanguard Target Retirement 2020 Inv Shares of registered investment co. | Common Stock | — | — | $693K | 7.1% | |
| Vanguard Target Retirement 2030 Inv Shares of registered investment co. | Common Stock | — | — | $515K | 5.3% | |
| Vanguard Target Retirement 2040 Inv Shares of registered investment co. | Common Stock | — | — | $439K | 4.5% | |
| Vanguard Target Retirement 2025 Inv Shares of registered investment co. | Common Stock | — | — | $404K | 4.1% | |
| Vanguard Developed Markets Index Admiral Shares of registered investment co. | Common Stock | — | — | $398K | 4.1% | |
| Vanguard Short-Term Bond Index Adm Shares of registered investment co. | Common Stock | — | — | $393K | 4.0% | |
| Vanguard Emerging Markets Stock Index Fd Shares of registered investment co. | Common Stock | — | — | $353K | 3.6% | |
| Vanguard Target Retirement 2050 Inv Shares of registered investment co. | Common Stock | — | — | $320K | 3.3% | |
| Vanguard Small Cap Index Adm Shares of registered investment co. | Common Stock | — | — | $250K | 2.6% | |
| JP Morgan Equity Income R6 Shares of registered investment co. | Common Stock | — | — | $240K | 2.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares of registered investment co. | Common Stock | — | — | $205K | 2.1% | |
| Vanguard Growth Index FD Admiral Shares of registered investment co. | Common Stock | — | — | $202K | 2.1% | |
| Vanguard Target Retirement 2045 Inv Shares of registered investment co. | Common Stock | — | — | $178K | 1.8% | |
| Vanguard Target Retirement 2060 Inv Shares of registered investment co. | Common Stock | — | — | $157K | 1.6% | |
| Vanguard Mid-Cap Value Index Admiral Shares of registered investment co. | Common Stock | — | — | $120K | 1.2% | |
| Vanguard Target Retirement 2055 Inv Shares of registered investment co. | Common Stock | — | — | $93K | 0.9% | |
| American Funds Europacific Growth R6 Shares of registered investment co. | Common Stock | — | — | $91K | 0.9% | |
| Vanguard Total Bond Market Index Adm Shares of registered investment co. | Common Stock | — | — | $83K | 0.9% | |
| Vanguard Total Intl Bd Index Adm Shares of registered investment co. | Common Stock | — | — | $71K | 0.7% | |
| Metropolitan West Total Return Bond I Shares of registered investment co. | Common Stock | — | — | $44K | 0.5% | |
| Schwab Government Money Shares of registered investment co. | Common Stock | — | — | $43K | 0.4% | |
| Vanguard Target Retirement 2065 Inv Shares of registered investment co. | Common Stock | — | — | $17K | 0.2% | |
| Impax Sustainable Allocation Instl Shares of registered investment co. | Common Stock | — | — | $9K | <0.1% | |
| Walden Asset Mgmt Fd Shares of registered investment co. | Common Stock | — | — | $9K | <0.1% | |
| JP Morgan Small Cap Growth L Shares of registered investment co. | Common Stock | — | — | $8K | <0.1% | |
| Non-US ESG Equity Fund Shares of registered investment co. | Common Stock | — | — | $5K | <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 |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC | 38-3712991 | — | NONE | $19K | — |
